Finatune
← Back to AI Agents Directory

Keeper

Developer: Keeper

AssistantGenerally Available

Keeper combines AI-assisted bookkeeping with practice management for accounting firms. Human-in-the-loop design with per-client pricing — less autonomous than specialized agents, but the only option with built-in practice workflow tools for US and Canadian firms.

Pricing Model: Per-client monthly subscription — Standard $8/client/mo, Premium $10/client/mo

Standard
$8
/month
Premium
$10
/month

Keeper is an AI-assisted bookkeeping platform that pairs machine learning categorization with human tax and accounting professionals. Unlike fully autonomous agents, Keeper is designed around a human-in-the-loop model where AI handles bulk transaction categorization and the Keeper team (or the firm's own team) reviews, adjusts, and approves before books are finalized. This makes Keeper a hybrid — AI efficiency with professional judgement at every stage. Keeper also serves as a practice management platform with built-in client communication, document sharing, task tracking, and workflow automation. Features include automated transaction import and categorization, monthly financial reporting, tax-ready financial statements, unlimited client communication, document request automation, and task management. Keeper integrates with major accounting platforms and tax preparation software. Pricing is per-client: Standard ($8/mo per client) for core bookkeeping with AI categorization and monthly reports; Premium ($10/mo per client) adds priority support, catch-up bookkeeping, and tax consultation. Available in the US and Canada — broader geographic coverage than most competitors.

Key Use Cases

AI-assisted transaction categorization — ML-powered categorization with human review and approval before books finalizeMonthly financial reporting — automated P&L, balance sheet, and cash flow statements prepared monthlyTax-ready bookkeeping — books organized and categorized for seamless tax preparation handoffReceipt and document management — automated receipt capture, document request workflows, and digital storagePractice management for firms — client communication, task tracking, and document sharing built into the platform

Data Connectors

Bank Accounts (Plaid)Credit Cards (Plaid)StripePayPalVenmoQuickBooks OnlineXeroReceipt scanning (mobile)

Best For

Small Business OwnerSolopreneurFreelancerIndependent ContractorReal Estate InvestorRental Property Owner

Integrations

PlaidQuickBooks OnlineXeroStripePayPalVenmoTurboTaxTax preparation platformsGoogle WorkspaceMicrosoft 365
AI Model: ML-based categorization engine with human review layerDeployment: cloudEnterprise Clients: —

Agent Details

View All AI Agents →