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BookkeepAI
AI-powered bookkeeping for small businesses — snap receipts, log expenses, prepare for tax season.

License: MIT GitHub Stars Last Commit PWA Ready Gemini AI

A mobile-first PWA bookkeeping assistant for Canadian and US small business owners.
Snap receipts, log expenses in plain English, and export to CSV for tax season — no spreadsheets needed.

bookkeep.neuraiq.io — Install on your phone directly from the browser.

Chat   Expenses   Settings

Features

💬 AI Chat

  • Plain English Logging — Type "Lunch at Ganh Viet for $39.20" and AI extracts date, vendor, amount, and category automatically
  • Multi-Expense Logging — Log multiple expenses in one message: "car for $10k and apple for $1" creates two separate expense entries
  • Receipt OCR — Photograph a receipt and AI extracts every line item, tax, tip, and payment method
  • Smart Categorization — Automatically maps expenses to IRS or CRA tax categories based on your region
  • Spending Queries — Ask "How much did I spend on meals last month?" and get an instant answer
  • Voice Input — Tap the mic button, speak your expense, and the transcript populates the input for review before sending

🧾 Expense Management

  • Itemized Receipts — Full receipt breakdown — line items, GST/PST/HST, tip, subtotal, receipt number
  • Expandable Rows — Tap any expense row to reveal category, tax, deductible flag, and actions (edit, delete, line items); chevron indicates expand state
  • Deductible Flag — Mark expenses as tax deductible with a single tap
  • Detail Panel — Tap ✏️ Edit in an expanded row to open the full receipt editor with line item editor
  • Sortable Table — Sort by date, vendor, or amount
  • Collapsible Grouping — Group expenses by Date, Vendor, or Category; groups collapse and expand with a tap, showing count, subtotal, and tax per group

🔍 Filters & Export

  • Dynamic Cascading Filters — Category, Month, and Year dropdowns populate from actual expense data only
  • Vendor Search — Search expenses by vendor name
  • Group By — Group the expense list by Date, Vendor, or Category using the toolbar dropdown; filters and sort work within groups
  • Export to CSV — Export all expenses or deductible-only to a CSV for your accountant
  • Summary Cards — Live totals for entries, total spend, and estimated tax

📱 Mobile & PWA

  • Progressive Web App — Install on iOS and Android directly from the browser, no App Store needed
  • Camera Capture — Tap the camera button to photograph receipts directly from the app
  • Slide-up Action Tray — Tap + to reveal Camera, Attach, and Voice options; the input bar slides away and the tray takes its place at the bottom for a clean, focused experience
  • Firebase Sync — Expenses sync in real time across all your devices
  • Offline Ready — Service worker caches the app for offline use

⚙️ Settings & Customization

  • Light / Dark / System Theme — Toggle appearance in Settings, syncs across devices via Firebase
  • Per-Region Categories — CA (CRA) and US (IRS) each maintain their own independent category list
  • Category Manager — Add, rename, and delete categories. Changes sync across all devices
  • Timezone-Aware Queries — Date queries like "yesterday" use your local timezone, not UTC
  • AI Model Selection — Choose your Gemini model (2.5-flash recommended)

Tech Stack

  • Frontend: Vanilla JS + HTML/CSS — zero framework dependencies
  • PWA: Service Worker + Web App Manifest
  • Backend: Firebase (Auth, Firestore, Hosting)
  • AI: Google Gemini API (user-supplied key)
  • Payments: Stripe (one-time purchase)
  • Deployment: Firebase Hosting via custom domain

Get Started

Install as App (PWA)

BookkeepAI is a Progressive Web App — no App Store needed:

  1. Open bookkeep.neuraiq.io on your phone
  2. iOS: Tap the Share button → "Add to Home Screen"
  3. Android: Tap the browser menu → "Add to Home Screen" or "Install app"
  4. BookkeepAI launches fullscreen with its own icon, just like a native app

First-Time Setup

  1. Sign in with Google or create an account
  2. Select your region — Canada (CRA) or United States (IRS)
  3. Add your Gemini API key in Settings
  4. Start logging — type an expense, snap a receipt, or ask a question

Get a free Gemini API key at aistudio.google.com

Privacy

Your data stays yours.

  • Your own AI key — BookkeepAI uses your own Gemini API key. Receipts go directly from your device to Google — never through our servers
  • Firebase Auth — Sign in with Google or email/password. No third-party tracking
  • Firestore Security Rules — Your expenses are only accessible to your authenticated account
  • No ads. No data selling. No analytics.

Project Structure

bookkeepai/
├── pwa/                  # Progressive Web App
│   ├── index.html        # App shell + all CSS
│   ├── app.js            # Main application logic
│   ├── firebase.js       # Firebase Auth + Firestore
│   ├── stripe.js         # Stripe payment integration
│   ├── sw.js             # Service worker
│   ├── manifest.json     # PWA manifest
│   └── icons/            # App icons (192, 512, maskable)
├── extension/            # Chrome Extension (archived)
├── functions/            # Firebase Cloud Functions (Stripe webhooks)
├── docs/                 # Screenshots
├── CHANGELOG.md
└── firebase.json

Changelog

See CHANGELOG.md for full version history.

License

MIT

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A privacy-first, AI-powered bookkeeping assistant built as PWA +Chrome Extension (Manifest V3).

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