Keeper
Developer: Keeper
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
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.