Bookkeeping Prep AI

Prepare Files for Accountant

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

Bookkeeping Prep AI turns messy bank statements into clean, categorised, accountant-ready bookkeeping data — in minutes. Simply import your PDF bank statements and let AI do the preparation work for you. Bookkeeping Prep AI extracts transactions, identifies income and expenses, automatically categorises transactions, detects possible transfers and duplicates, and highlights anything that needs your review. Spend less time entering and cleaning up data, and more time running your business. KEY FEATURES AI-POWERED BOOKKEEPING PREP Import your bank statements and let AI prepare your transaction data automatically. Bookkeeping Prep AI analyses your transactions and organises them into useful bookkeeping categories. PDF BANK STATEMENT IMPORT Turn PDF bank statements into structured transaction data without manually entering every transaction. AUTOMATIC CATEGORISATION AI automatically categorises your income and expenses and learns from your corrections to improve future results. AI CLEANUP Bookkeeping Prep AI helps clean your financial data by identifying: • Possible duplicate transactions • Bank transfers • Uncategorised transactions • Transactions that need review • Inconsistent merchant descriptions • Potential data issues SMARTER OVER TIME Bookkeeping Prep AI learns from the changes you make. If you categorise similar transactions the same way, AI can remember your preferences and apply them to future transactions. BOOKKEEPING READINESS See how ready your books are at a glance. Quickly identify transactions that have been categorised, possible duplicates, transfers and items that still need your attention. REVIEW ONLY WHAT MATTERS Instead of checking every transaction manually, focus on the transactions AI isn't confident about. EXPORT YOUR DATA When your books are ready, export your cleaned and categorised transactions for further bookkeeping or accounting. Export options include: • Excel (XLS/XLSX) • CSV • QuickBooks-compatible CSV • Xero-compatible CSV • MYOB-compatible data READY FOR YOUR BOOKKEEPER OR ACCOUNTANT Prepare organised financial records before sending them to your bookkeeper or accountant. Whether you manage your own books or work with an accounting professional, Bookkeeping Prep AI helps reduce repetitive data entry and bookkeeping preparation. FROM BANK STATEMENTS TO BOOKS Import. Categorise. Review. Export. Bookkeeping Prep AI makes preparing your books faster and easier with AI. UPGRADE TO THE SUBSCRIPTION VERSION The subscription version includes cloud sync and backup, allowing you to securely save your information in the cloud and access the same data across multiple iOS devices, including iPhone and iPad. Upgrading requires an auto-renewable subscription. Payment will be charged to your Apple ID account upon confirmation of purchase. Your subscription automatically renews unless it is canceled at least 24 hours before the end of the current subscription period. Your account will be charged for renewal within 24 hours before the end of the current period. You can manage or cancel your subscription through your App Store account settings after purchase. Privacy Policy: http://www.btoj.com.au/privacy.html Terms of Use: http://www.btoj.com.au/terms.html If you have any questions or feedback, please feel free to contact us.

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Performance and efficiency improved

Version 1.1

The developer, B TO J PTY LTD, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Financial Info
    • Contact Info
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
B TO J PTY LTD
Size
82.1 MB
Category
Business
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPad
    Requires iPadOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
English
Age Rating
4+
In-App Purchases
Yes
  • Yearly Subscription $99.99
  • Monthly Subscription $14.99
  • Learn More
Copyright
© B to J Pty Ltd
  • Privacy Policy

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