Per client
Priced by the clients you manage
[Price]/ client / month
- Add clients as your practice grows
- Pricing follows the books you run
- All Assure Books capabilities included
Assure Books · AI bookkeeping
Bookkeeping that moves at AI speed.
Assure Books works with your clients' accounting software and codes their transactions with AI. Your team reviews what's flagged and closes the month sooner.
Built for modern accounting firms
90%Routine work automated
100%Human oversight
24/7AI processing
11+Integrations
The problem
Your team shouldn’t spend hours doing work AI can handle.
Categorizing, matching, reconciling and chasing exceptions eat up hours of capacity. Assure Books lets AI handle the repetitive work, so your team can focus on accuracy and exceptions.
Time to closeIllustrative
Manual bookkeeping
Assure Books
Product
One workspace for the work behind the books.
How it works
From transaction to close, keep the books moving.
- 01Connect
Bring bank feeds, accounts and documents into one place.
- 02Categorize AI
AI proposes a category for every transaction.
- 03Reconcile AI
Match records and surface discrepancies.
- 04Review
Your team focuses on exceptions and decisions.
- 05Close
Track and move month-end work forward.
- 06Report
Turn the closed books into financial reporting.
Why Assure Books
Less manual work. More control over the books.
SourcesSample data
Transactions in one place0
UncategorizedAI categorization
Exception queue3 to review
Features
Explore everything Assure Books can do.
Pricing
Scale your bookkeeping without scaling the busywork.
Per engagement
Priced by the engagements you run
[Price]/ engagement
- Pay for the work you take on
- Cost follows your engagement calendar
- All Assure Books capabilities included
Custom
A structure built around your firm
Custom
- Pricing shaped around your volume
- Tailored to your workflows
- Support for special requirements
AssureOne AI
AI agents for the work behind the books.
Assure Books brings AI into the bookkeeping workflow, helping categorize, match and move work toward close.
Transaction AgentHelps categorize and organize transactions.
Reconciliation AgentHelps match records and surface discrepancies.
Exception AgentSurfaces items that need professional attention.
Close AgentHelps track and move month-end work forward.
AssureOne AI Preview
Integrations 
Connect the systems your books already depend on.
Assure Books 
✓Email filed to Harbor & Pine LLC
Security
Financial data deserves enterprise-grade control.
- 01
Data Protection
Protect sensitive financial and client information.
- 02
Access Controls
Control access by role, responsibility, and need.
- 03
Auditability
Maintain visibility into actions and changes.
- 04
Human Review
Keep professionals in control of important decisions.
Compare
Compare the capabilities that matter.
| Feature | |  |  |  |  |  |  |  |
|---|---|---|---|---|---|---|---|---|
| Bookkeeping & Automation | ||||||||
| Books Review | ||||||||
| Month-End Close Automation | ||||||||
| Integrations | ||||||||
| Core Accounting | ||||||||
| AR/AP Automation | − Partial | |||||||
| Inventory Management | ||||||||
| Budgeting & Forecasting | ||||||||
| Reporting & Analytics (FP&A) | Coming Soon |
Disclaimer: This comparison is based on publicly available online information and is intended for general reference only. Please verify features and conduct your own due diligence before making a decision.
Customers
Give your team more capacity for the work that matters.
Mid-Sized CPA Firm
90%Less manual work
2×Faster reconciliation
Assure Books took the repetitive work off our team’s plate. Transactions are categorized and matched automatically, while our accountants focus on the exceptions that actually need attention.
Accounting Manager
Growing Accounting Firm
1Connected workflow
40%Time saved
We used to spend hours moving between bank feeds, spreadsheets, and reconciliation tasks. Now the workflow stays connected from transaction processing through month-end close.
Managing Partner
The AssureOne platform
Books are one part of the connected firm.
You’re exploring Assure Books
Run the firm.
Practice management, workflows, client management, billing and firm operations.
Explore Assure Pro
Accelerate audit work.
AI-powered evidence, testing, workpapers and audit workflows.
Explore Assure Audit
Connect tax workflows.
AI-powered intake, preparation, review and tax operations.
Explore Assure TaxFAQ
Questions about Assure Books
Want to see it with your own workflow?
Book a demo and we'll walk through how Assure Books fits the way your firm works.
Schedule a DemoAssure Books is AssureOne's AI-powered bookkeeping product. It categorizes transactions, reconciles accounts, flags exceptions, matches documents, and keeps the month-end close moving, with professionals reviewing the work.
Assure Books is $29 per user per month, and every feature is included. AI is charged at cost through credits.
AI categorizes transactions as they arrive with a confidence score, matches records, and flags unusual, duplicate, and unmatched items. Your team decides what to apply, and professionals stay in control of important decisions.
Yes. Assure Books works on top of the accounting software your clients already use, connects their bank and credit card accounts, and collects invoice payments through Stripe. If you don't see a tool you rely on, ask us during your demo.
Security is built in layers: data protection at the core, access controls by role and need, an audit trail of every change, and human review on top. The security section above walks through each layer.
Schedule a demo and tell us about your firm. We'll follow up by email to set up your walkthrough.
See what AI can take off your bookkeeping team’s plate.
Explore how Assure Books can keep your books moving, put AI to work on the repetitive tasks, and keep your team in control.
Schedule a Demo
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