Your books, closed nightly.

Booker links your bank (through Plaid), your ledger (QuickBooks or Wave), your rails (PayPal, Stripe, Cash App, Venmo), and your crypto (Coinbase). Every inflow categorized. Every 1099-K line sourced. No shoebox.

Bring-your-own credentials.

Booker uses your Plaid, QuickBooks, PayPal, Coinbase, and Stripe accounts — not shared ones. You'll create developer / API access on each service (free for personal use in most cases) and paste the credentials into the secure form Booker opens. Credentials are encrypted in Lovable Cloud and never shown back to any user or model. You can disconnect any rail at any time.

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Nightly close

Booker pulls the day's transactions from every linked rail, categorizes them against your rules, and reconciles to your ledger before you wake up.

1099-K, ready

Every peer-to-peer inflow tagged donation / revenue / personal with source attribution. March 15th stops being a scramble.

Your credentials, your rules

Every rail is BYOK. Booker never holds shared keys; you can revoke any rail with one click.

Powered by Polemarch.ai · Booker is an advisory agent — it does not file taxes on your behalf. Review flagged exceptions with your CPA before submission.