AUTOMATED BOOKKEEPING

Automated bookkeeping that still asks when judgment matters

Bonnie automates the repetitive bulk of bookkeeping — importing, matching, categorizing, duplicate checks — and routes the rest to a short review queue instead of guessing. You stay the final word on your books.

WHAT'S AUTOMATED

The work that runs itself

  • Transaction import from connected bank and card accounts — no exports or re-keying.
  • Categorization of recurring vendors and patterns, up to 3,000 transactions a month.
  • Receipt-to-transaction matching and duplicate flagging across feeds and uploads.

WHERE REVIEW STAYS

What stays in your hands

  • The judgment calls — ambiguous vendors, transfers, and unusual purchases.
  • A quick yes/no on items Bonnie routes to the review queue.
  • Final say on the books before you rely on the P&L.

AUTOMATION WITH EVIDENCE

What Bonnie automates

Transaction intake from bank feeds.

Connected accounts pull activity in automatically. Every imported transaction keeps its source — which account, which day, which feed.

Matching and duplicate checks.

When the same charge arrives twice — once from a statement upload and once from the bank feed — Bonnie flags the likely duplicate before it double-counts in your expenses.

Recurring categorization.

Patterns Bonnie has seen before, and answers you've already given, carry forward. Your utility bill doesn't become a new question every month.

A review queue for the rest.

Anything ambiguous lands in Review with a specific question attached. Nothing ambiguous posts silently.

Bonnie's transactions table with categories filled in — utilities, marketing and advertising, packaging and containers — and each row marked posted or pending
The result: categories arrive filled in, each row shows posted or pending, and anything unclear waits for you. From Bonnie's live demo — sample books for a harborside lobster shack. Try it yourself at mybonnie.ai/demo.

WHY REVIEW STILL MATTERS

Some bookkeeping decisions need owner context

Automation is the right tool for matching, categorizing, duplicate checks, and recurring patterns. It's the wrong tool for deciding whether a transfer was an owner draw or whether that vendor was business or personal. Bonnie automates the first kind of work and asks you the second kind of question — which is what keeps the books trustworthy.

FAQ

Questions owners ask

Is automated bookkeeping fully hands-off?

Almost — and the gap is deliberate. Bonnie automates import, matching, categorization, and duplicate checks, but transactions that depend on business context become short questions for you rather than silent guesses. Most owners' involvement is answering those and reviewing the P&L.

What bookkeeping tasks can Bonnie automate?

Bank-feed transaction import, receipt and statement organization, transaction categorization (up to 3,000/month on the monthly plan), duplicate detection, reconciliation support, and P&L reporting — for $15/month after a 30-day free trial.

Why does Bonnie want receipts and statements if my accounts are connected?

Bank feeds show that money moved; receipts and statements show what it was for. Bonnie uses both so each number in your books stays backed by a source document you can open later.

Ready for cleaner books?

Start with Bonnie and turn bank activity, receipts, statements, and owner context into bookkeeping you can review.

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