AI-native Bookkeeping With Contextual Automation

Create proposals, invoice clients, reconcile payments — then let AI handle the busywork. Automate your books, workflows, and client engagement in one unified platform.

Agentic bookkeeping for service-driven teams.

AI Assistants Dashboard

Agentic AI Assistants

Automate repetitive bookkeeping tasks with AI-driven suggestions, reminders, and workflows for reliable financial clarity.

  • AI categorizes expenses and suggests matches
  • Smart workflows for routine bookkeeping
  • AI-powered reminders for bill payments, tax deadlines, and reconciliations
  • Deploy custom AI Agents tailored for both your employees and clients
  • Generate financial narratives that explain trends in plain language
Proposals Dashboard

Proposals & Campaigns

Send polished proposals and track client engagement to close deals faster, all within a unified platform for seamless campaign management.

  • Rich proposals with e-signatures and tracking
  • Unified campaigns for offers and marketing
  • Real-time tracking of proposal views and approvals
  • Give clients secure access to invoices, documents,
    and project updates in one portal improving transparency.
Time Tracking Dashboard

Expenses & Time Tracking

Capture receipts and hours on the go, with automatic categorization and seamless integration into billable work for maximum efficiency.

  • Snap receipts or upload PDFs for auto-categorization
  • Track time per client, project, or task for direct billing
Invoicing Dashboard

Invoicing

Create professional, branded invoices effortlessly, automate collections, and accept payments instantly to keep your cash flow consistent.

  • Customizable invoices with your logo and colors
  • Recurring invoices and automated reminders
  • Instant payments via Stripe (credit cards, ACH, ApplePay)
  • Convert proposals to invoices with one click
Bank Feeds Dashboard

Bank Feeds & Reconciliation

Automate transaction imports and payment matching to keep your records accurate with minimal effort, powered by Stripe and bill.

  • Import transactions via Stripe, bill, or CSVs
  • Automatic payment matching to invoices
  • Clean books without manual entry
Accounting Dashboard

Double-Entry Accounting

Transform raw data into clear financial insights with robust double-entry accounting, ensuring accurate ledgers and compliance-ready reports.

  • Full double-entry ledger powered by Stripe
  • Real-time Profit & Loss, Balance Sheet, and more
  • Audit logs for transparency and compliance
Collaboration Dashboard

Team & Accountant Collaboration

Securely collaborate with teams and accountants using role-based access and shared workspaces for seamless alignment.

  • Granular role permissions for team members
  • Accountant Hub for multi-client management
Collaboration Dashboard

Client Portals

Provide clients with secure, branded portals for easy access to their financial documents, invoices, and project updates.

  • Share invoices, proposals, and contracts in one centralized location
  • Allow clients to securely upload documents and forms
  • Enable real-time status tracking for projects, payments, or deliverables
  • Notify clients automatically when new documents, tasks, or updates are posted

AI Agents in Bookkeeping

Think of AI agents like smart assistants that can:

  • Read financial data (bank transactions, invoices, bills)

  • Understand what they mean using AI models

  • Suggest actions (categorize expense, match payment, post journal entry)

  • Execute those actions automatically if confident enough

  • Learn from feedback to get better over time

Why This Architecture Rocks

This is how modern AI bookkeeping works - not replacing humans, but making them super-powered!

  • Transparency: Every AI decision is logged with reasoning

  • Safety: Confidence thresholds prevent bad auto-decisions

  • Learning: Human feedback improves future suggestions

  • Scalability: Can process thousands of transactions automatically

  • Audit Trail: Full history of what agents did and why

Smart Decisions- with Agentic AI

Our AI system intelligently determines the best course of action based on confidence levels:

  • Confidence ≥ 90%: Every AI decision is logged with reasoning

  • Confidence 70% – 89%: Confidence thresholds prevent bad auto-decisions

  • Confidence < 70%: Human feedback improves future suggestions

Want more control?

You can customize these actions anytime through your app settings, putting you in charge of how the AI operates.

Agentic Pricing For Service-First Teams

Simple, Fair, Agentic Pricing

Simple, Fair, Agentic pricing just $5 /month per user to get started. KikoBooks runs on metered billing — you only pay when value is delivered. No bloated subscriptions. No surprise fees.

What You Pay For — Only When You Use It:

  • Activating AI agents for automation
  • Third-party fees (e.g., Stripe transaction costs)
  • Data storage beyond the free tier
  • Email sends and campaign usage

We believe software should scale with your business — not punish it. Transparent, usage-based pricing keeps you in control.

Lock In Your Rate — Stay in Control

Secure your $5 /month per user rate for 1 to 5 years. No creeping costs. No surprises. Just predictable pricing that respects your growth. KikoBooks is built to grow with you — empowering small businesses with agentic automation, not overhead.

Why Choose Kiko Books?

Discover the agentic edge that makes KikoBooks the smarter choice for modern service businesses and startups. From automated bookkeeping to client workflows and proposals — it’s built to simplify, scale, and empower.

Stripe-Powered

Stripe is your source of truth—simplifying payments, invoices, refunds, payouts, disputes, and accounting with seamless integration.

Agentic AI

Automate bookkeeping tasks like expense categorization, bank reconciliation, and invoice follow-ups.

Lean for Service Businesses

Proposals, campaigns, time tracking, and estimates tailored for agencies, marketers, and freelancers.

Pricing that Empowers

Fair pricing that flips the SaaS model—expect less to pay, more to gain, and zero surprises along the way.

Transparent & Compliant

Full audit logs, double-entry, and Stripe-based operations ensure trust and compliance with minimal effort.

Testimonials

Easy to use, incredibly effective!

"Our agency loves proposals in KikoBooks. Clients sign, pay, and projects start—all from one platform. And Stripe integration is flawless."

Marcus T.

Creative Director

A game-changer for us!

“KikoBooks saved me hours every week. The AI agents pre-categorize expenses and the auto-reconciliations just click—like magic.”


Jane W

Marketing Consultant

Clear cash flow, instant insights!

"With Kiko Books, I finally have real-time visibility into cash flow. The dashboards are clear, and the AI assistants surface insights I would’ve missed."

Priya S

Small Business Owner

Bookkeeping made simple again!

“Bookkeeping used to be a chore. Now invoices, expenses, and reports are all in one place—and my accountant loves the clean data.”

Daniel M.

Startup Founder

Seamless workflows, zero stress!

“Kiko Books streamlined our entire workflow. Client portals keep communication organized, and the automated reminders mean nothing falls through the cracks.”

Laura K

Operations Manager

Live Integrations

KikoBooks connects your entire tech stack in one place:

Stripe

  • Seamless payments, invoicing, and reconciliation.

Bill

  • Bill automates AP, AR, spend, and expense management with a cloud-based platform.

Gusto

  • Streamlined payroll and HR workflows.

QuickBooks Online

  • Streamline firm and client workflows directly.

KikoBooks Boosts Bookkeeping With AI

Join KikoBooks today and revolutionize your bookkeeping with AI-powered simplicity! Streamline invoicing, expense tracking, and financial reporting effortlessly, saving time and boosting accuracy for your service-based business. Sign up now and experience seamless financial management with Stripe integration. Don’t wait—transform your books now!