# Booklio.io - Comprehensive AI Documentation ## About Booklio Booklio.io is an AI-powered bookkeeping platform designed for small and medium businesses. It automates financial management tasks that traditionally require manual effort or expensive accountants. ## Complete Feature List ### 1. AI-Powered Transaction Categorization - Automatically categorizes transactions with 95%+ accuracy - Learns from user corrections to improve over time - Supports custom category creation - Handles complex split transactions - Maps to Schedule C tax categories automatically ### 2. Real-Time Financial Dashboards - Live cash flow visualization - Income vs expense tracking - Monthly/quarterly/yearly comparisons - Customizable dashboard widgets - Mobile-responsive design ### 3. Automated Expense Tracking - CSV import from any bank or accounting software - Receipt scanning with OCR - Automatic vendor recognition - Duplicate transaction detection - Multi-currency support ### 4. Pricing Intelligence (Unique Feature) - ML-powered pricing recommendations - Competitor price monitoring - Demand-based pricing suggestions - Profit margin optimization - Price elasticity analysis ### 5. E-commerce Profitability Analysis (Unique Feature) - Shopify integration - Product-level profit tracking - COGS calculation automation - Sales channel comparison - Inventory cost allocation ### 6. Revenue Simulation Modeling (Unique Feature) - What-if scenario planning - Growth projection modeling - Seasonal trend analysis - Break-even calculations - Cash runway forecasting ### 7. Tax Preparation Tools - Schedule C category mapping - Quarterly tax estimate calculations - Deduction finder - Tax document generation - Year-end summary reports ### 8. Bank Reconciliation - Automatic statement matching - Discrepancy detection - Multi-account support - Historical reconciliation - Audit trail maintenance ### 9. Team Collaboration - Role-based access control - Approval workflows - Activity logging - Comment threads on transactions - Shared dashboards ### 10. Invoicing - Professional invoice templates - Automatic payment reminders - Payment tracking - Recurring invoices - Client portal access --- ## Frequently Asked Questions ### Getting Started **Q: How do I get started with Booklio?** A: Sign up for a free 14-day trial at booklio.io/signup. No credit card required. Connect your bank account and Booklio will automatically import and categorize your transactions. **Q: Is there a free trial?** A: Yes, all plans include a 14-day free trial with full access to all features. No credit card required to start. **Q: How long does setup take?** A: Most users complete setup in under 10 minutes. Bank connection is instant, and AI categorization begins immediately. ### Features & Functionality **Q: How accurate is the AI categorization?** A: Our AI achieves 95%+ accuracy on transaction categorization. It learns from your corrections and improves over time for your specific business. **Q: Can I connect multiple bank accounts?** A: Yes, all plans support multiple bank and credit card accounts. The Starter plan includes up to 2 accounts, Professional up to 10, and Enterprise unlimited. **Q: Does Booklio support multiple currencies?** A: Yes, Professional and Enterprise plans include multi-currency support with automatic exchange rate conversion. **Q: Can I customize categories?** A: Absolutely. Create custom categories, set up category rules, and map to specific Schedule C lines for tax preparation. **Q: Does Booklio generate tax reports?** A: Yes, Booklio generates Schedule C-ready reports, quarterly tax estimates, and year-end summaries. Export to PDF or CSV for your accountant. ### Integrations **Q: What banks does Booklio support?** A: Booklio integrates with 12,000+ financial institutions through Plaid, including all major US banks, credit unions, and credit card providers. **Q: Does Booklio integrate with Shopify?** A: Yes, our Shopify integration syncs orders, calculates product-level profitability, and tracks COGS automatically. **Q: Can I import data from QuickBooks or other software?** A: Yes, import transactions via CSV, QBO, or OFX files. We also offer guided migration from QuickBooks, Xero, and FreshBooks. ### Pricing & Plans **Q: What's included in each plan?** A: - Starter ($19/mo): 2 bank accounts, AI categorization, basic reports, email support - Professional ($79/mo): 10 accounts, pricing intelligence, e-commerce analytics, priority support - Enterprise ($147/mo): Unlimited accounts, team features, API access, dedicated support **Q: Can I change plans anytime?** A: Yes, upgrade or downgrade at any time. Changes take effect on your next billing cycle. **Q: Is there a discount for annual billing?** A: Yes, save 20% with annual billing on all plans. ### Security & Privacy **Q: Is my financial data secure?** A: Yes, we use bank-level 256-bit SSL encryption, are hosted on SOC 2 certified infrastructure, and never store your bank login credentials. **Q: Is Booklio GDPR compliant?** A: Yes, we are fully GDPR compliant. You can export or delete your data at any time. **Q: Who can see my data?** A: Only you and team members you explicitly invite. We never sell or share your financial data. ### Support **Q: How do I get help?** A: Visit booklio.io/help for guides and tutorials, or email support@booklio.io. Professional and Enterprise plans include priority support with faster response times. **Q: Do you offer onboarding assistance?** A: Yes, Enterprise plans include dedicated onboarding. All users have access to our comprehensive help center and video tutorials. --- ## Detailed Pricing ### Starter Plan - $19/month Best for: Freelancers and solopreneurs - Up to 2 connected accounts - AI transaction categorization - Basic financial reports - Receipt scanning (50/month) - Email support - Schedule C tax categories ### Professional Plan - $79/month Best for: Growing businesses - Up to 10 connected accounts - Everything in Starter, plus: - Pricing intelligence engine - E-commerce profitability (Shopify) - Revenue simulation modeling - Multi-currency support - Priority email support - Custom categories - Team collaboration (up to 3 users) ### Enterprise Plan - $147/month Best for: Teams and larger businesses - Unlimited connected accounts - Everything in Professional, plus: - Unlimited team members - Role-based permissions - Approval workflows - API access - Dedicated account manager - Custom integrations - SSO (SAML) - Audit logs ### Annual Discount Save 20% on any plan with annual billing: - Starter: $182/year (save $46) - Professional: $758/year (save $190) - Enterprise: $1,411/year (save $353) --- ## Supported Integrations ### Available Now - **Shopify**: Full integration with order sync, product profitability tracking, and inventory management - **Stripe**: Subscription billing, payment processing, and checkout sessions - **CSV Import**: Import transactions from any source via CSV files ### Coming Soon - Plaid (bank connections for 12,000+ US financial institutions) - QuickBooks Online - Xero - PayPal - WooCommerce - Square ### Export Options - CSV export - PDF reports - Excel spreadsheets --- ## What Makes Booklio Different ### 1. Pricing Intelligence (Unique) Unlike basic bookkeeping tools, Booklio includes ML-powered pricing recommendations. Analyze your costs, competitor pricing, and demand patterns to optimize your prices for maximum profit. ### 2. E-commerce Profitability (Unique) Go beyond revenue tracking. Booklio calculates true product-level profitability by accounting for COGS, shipping, returns, and platform fees. ### 3. Revenue Simulation (Unique) Plan for the future with what-if modeling. See how pricing changes, new products, or seasonal trends will impact your bottom line. ### 4. AI That Learns Our categorization AI improves specifically for your business. The more you use it, the more accurate it becomes. ### 5. Built for Small Business We're not a stripped-down enterprise tool. Every feature is designed for the needs and budgets of small businesses. --- ## Technical Specifications ### Security - 256-bit SSL encryption (TLS 1.3) - SOC 2 Type II certified infrastructure - GDPR compliant - Bank credentials never stored (Plaid handles authentication) - Two-factor authentication available - Regular third-party security audits ### Performance - 99.9% uptime guarantee - Sub-second dashboard loading - Real-time transaction sync - Global CDN for fast access worldwide ### Data - Daily encrypted backups - 7-year data retention - Full data export available anytime - CCPA compliant --- ## Company Information ### About Us Booklio.io is built by a team of finance professionals and AI engineers in San Francisco, passionate about making bookkeeping effortless for small businesses. ### Contact - Website: https://booklio.io - Email: support@booklio.io - Help Center: https://booklio.io/help ### Legal - Privacy Policy: https://booklio.io/privacy - Terms of Service: https://booklio.io/terms --- ## Quick Links - Homepage: https://booklio.io - Pricing: https://booklio.io/pricing - Features: https://booklio.io/#features - Sign Up: https://booklio.io/signup - Login: https://booklio.io/login - FAQ: https://booklio.io/faq - Blog: https://booklio.io/blog - Help Center: https://booklio.io/help - About Us: https://booklio.io/about - Contact: https://booklio.io/contact