For accounting & bookkeeping

The numbers are right. Getting them there shouldn’t take all day.

Re-keying invoices, chasing receipts, reconciling the same figures across three systems — the work that fills a bookkeeper’s day is exactly the work software should be doing. Boon connects your tools and automates the manual parts, so your team’s time goes to judgment, not data entry.

A finance team reviewing clean, reconciled numbers on screen instead of entering them by hand
Where the day leaks

The manual work behind clean books.

None of it requires an accountant’s judgment. All of it eats an accountant’s hours.

1
Re-keying invoices and bills from email and PDFs.
2
Reconciling across bank feeds, ledgers, and payment platforms.
3
Categorizing transactions one line at a time.
4
Chasing receipts, approvals, and missing documents.
5
Copying data between QuickBooks, Xero, and spreadsheets.
6
Rebuilding the same monthly reports from scratch.
Free — steal this

Turn a messy transaction list into clean, categorized entries.

A prompt you can use today, for free. Paste it into ChatGPT, Claude, or Gemini, drop in a list of transactions, and get them categorized with a plain-English summary and anything that needs a second look flagged.

Transaction clean-up prompt 
You are a meticulous bookkeeper. I'll paste a list of transactions (date, description, amount). Organize them for review.

Transactions: [PASTE YOUR LIST HERE]

Chart of accounts / categories I use: [LIST YOURS, or say "use standard small-business categories"]

Do this:
1. Assign each transaction a likely category.
2. Group them by category with a subtotal for each.
3. Flag anything unclear, unusual, or possibly personal/miscategorized — with a short reason.
4. Write a 3–4 sentence plain-English summary of where the money went this period.

Do not guess on anything ambiguous — flag it for me instead. Show your work in a simple table.

Why we give this away: it’s the manual version — you still paste the list and review it yourself. The Boon build connects to your accounting system and does it continuously: transactions categorized, exceptions flagged, reports drafted — with you approving, not typing. And you own the system, instead of renting another add-on.

Questions, answered

What finance teams ask first.

What accounting and bookkeeping work can Boon automate?
The manual, repetitive parts: re-keying invoices and bills, categorizing transactions, reconciling across bank feeds, ledgers, and platforms, chasing receipts and documents, and building the same monthly reports. The judgment stays with you; the busywork goes away.
Is my financial data safe, and how do you start?
We start read-only — watching and proving a process works before anything touches your books. We’re straight with you about what connects to what, and nothing changes until you’re comfortable.
Do I own what Boon builds?
Yes. You own what we build — no forever-subscription, nothing to rent from us. We set you up to run and own the system instead of paying for the same service month after month.
Let’s talk

Want the data entry to handle itself?

Tell us where your team loses the most hours. We’ll find the first thing worth automating — together.

See if we’re a fit