How Bokapsys works

From bank statement to finished books

1. Step 1Bring in your bank dataConnect a live bank feed or upload PDF, CSV and Excel statements.
2. Step 2Let AI map each statementEvery statement is matched to an account and posted to your ledger.
3. Step 3Reconcile and reportProve your books match the bank, then read your financial reports.

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Everything Bokapsys can do

Get startedSet up your workspace and learn the basics.

QuickstartKey conceptsTry the demo

Bank dataBank feeds, file uploads, email and QuickBooks.

Bank feedsUploadsMapping

StatementsEvery mapped statement, with filters, edits and exports.

View StatementsAnalyze

AccountingYour ledger, schedules, reconciliation and close.

Journal entriesReconciliationYear-end

Reports and planningDashboard, financial statements and budgets.

DashboardReportsBudgets

Invoicing and billsGet paid, pay suppliers and approve spending.

InvoicesBillsApprovals

PayrollPay your team, withhold tax and post every run to your books.

Set upRun payrollEmployees

TaxDeposits, returns, 1099s and sales tax, prepared for you to file.

DepositsPayroll filingsSales tax

AI and automationAsk about your numbers and automate reporting.

Smart ChatAI AgentsWorkflows

Your accountantShare documents and control what your firm can do.

My AccountantFirm access

For accounting firmsClients, documents, requests, jobs and time.

ClientsDocumentsJobs

Workspace and accountTeam, roles, company settings and billing.

TeamSettingsPlans

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Help and support

Frequently asked questionsTroubleshootingSecurity and privacyContact support

See Bokapsys with real numbers

Open a private demo with a sample business or your own statement. No sign-up needed, and nothing is kept.

Try the demo Create an account