4.8 on Capterra

Your Books, Categorized. Automatically.

AI Bookkeeper categorizes every transaction and keeps your books tax-ready, for American business owners.

Trusted by 3,000+ entrepreneurs
Cancel anytime · Built by CPAs
AI Bookkeeper
Categorization on
Today · 6 transactions imported from your bank
AIShopifySoftware · $89.00
RULEStarbucksMeals · $12.40
AIStaplesOffice · $142.18
See it in action →
Categorized by AI
Imported daily via Plaid
Books stay current, hands-off
The catch-up tax

Bookkeeping shouldn't be a job you keep putting off

Doing it by hand

Manual bookkeeping keeps the books a month behind, every month.

  • Categorize by hand, one by one.
  • Catch-up scrambles at month-end.
  • Duplicates slip through.
  • Never sure the numbers are right.
With ReInvestWealth

The AI Bookkeeper keeps your books current around the clock, hands-off.

  • Every transaction auto-categorized.
  • Books reconciled daily.
  • Anomalies flagged early.
  • Real-time insight, full control.
How it works

From raw transactions to clean books, in three steps

Connect via Plaid
Transactions import automatically
Linked
Or upload a statement
PDF bank statements supported

Connect your bank or upload a statement

Transactions pull in automatically through Plaid, or from a PDF bank statement upload.

Adobe Creative Cloud
✦ Software subscriptions
−$79.99
Uber ride
✦ Travel
−$18.40
Categorized by CPA-trained AI

AI reviews and categorizes every transaction

Each transaction is reviewed against CPA-trained logic and assigned the right expense or income category automatically.

ƒxAutomation Formula
When vendor isAdobe
Categorize asSoftware subscriptions
Applies automatically, every time

Review flagged items and move on

Anything AI isn't certain about is flagged for review. Approve it, correct it, or set an Automation Formula for next time.

Meet Luca

Say hello to Luca

Luca is your AI financial assistant. Ask a question in plain English and Luca reads your books, US government tax websites, and our support docs to give you a clear answer. No digging through reports or tax rules on your own.

Luca · AI Assistant
Online
How much did I spend on software last quarter?
LUCA
You spent $4,210 across 14 transactions. Your top vendor was Shopify at $1,068.
Sources: your books · IRS · support docs
Ask Luca anything…
Easy migration

Switch to ReInvestWealth in minutes, not weeks

Already keeping books somewhere else? We handle the switch, and the AI takes over from there.

10 minof your time required
1 dayfor most migrations
100%of your data carried over
Start Accounting For Free

Free migration with an annual plan

Reliable, growing finances illustration
Pricing

One Price. One Plan.

Get Started For Free

30 days free · Cancel anytime

$18 USD/mo

One plan. One tier.

  • Unlimited Bank Connections
  • Multi-Currency Support
  • Unlimited Receipt Uploads
  • AI Bookkeeper (Trained by CPAs)
  • Unlimited Invoicing (Stripe)
  • Real-Time Financial Reports
  • and much more
Trusted by growing businesses

Loved by founders, backed by CPAs

ReInvestWealth 5-star reviews on Capterra, Software Advice and GetApp
FAQ

Questions, answered

How accurate is AI Bookkeeper?

AI Bookkeeper is trained on CPA-level categorization logic, not just pattern matching. Vendor patterns, transaction descriptions, and corrections reviewed by our CPAs all inform each result, so accuracy improves over time. For vendors you see repeatedly, set an Automation Formula to lock in the category permanently, so AI never has to guess on that vendor again.

What happens when AI Bookkeeper categorizes something wrong?

Every AI suggestion can be reviewed and corrected. Your fix applies right away, and our CPAs review corrections to keep training the AI. For recurring vendors, one Automation Formula overrides AI entirely. Same category, same tax treatment, every time.

Does AI Bookkeeper work for cross-border or USD transactions?

Yes. ReInvestWealth handles multi-currency transactions. If you have USD bank accounts, CAD expenses, or cross-border income, AI Bookkeeper categorizes all of it within your base currency reporting.

Do I still need an accountant or bookkeeper?

AI Bookkeeper takes over the routine work: categorizing, reconciling, and keeping the books current, so many owners run day to day without a bookkeeper. It makes your accountant's life easier too, since they spend their time on advice instead of cleanup. And when you want professional judgment, you can book a CPA consultation right inside ReInvestWealth.

Is my financial data used to train the AI?

Not automatically. Improvements come from the CPAs who train the AI by reviewing feedback and corrections. Your data itself is encrypted before it's stored and is only readable by authorized users of your business.

Let the AI keep your books.

Start free, connect your accounts, and watch ReInvestWealth categorize and reconcile every transaction for you. View reports in one click.