AI Assistance

The tedious half, done for you

Receipts read themselves. Transactions categorize themselves. You stay in charge.

One receipt and one bank line, end to end

Nobody else puts AI in this many places in a PTA's books. The part that matters is where it stops.
  1. A receipt photo arrives

    A parent photographs the Costco run in the parking lot and submits it. The photo is queued for reading the moment the report is sent, so it is usually already read by the time you open it.

  2. Three things are read off it

    The total paid, the date, and the merchant. Several receipts on one line are read together as one purchase, so the total is the purchase's total and not the first photo's.

  3. It is checked against what the volunteer typed

    Amount within a cent, date within seven days, merchant name overlapping what was entered. Agreement reads Verified. Disagreement names the fields that differ and offers the scanned values as a suggestion — the number your volunteer typed is never quietly overwritten.

  4. Separately, the bank feed lands

    Two hundred lines come in from the bank overnight. Your own rules go first: anything matching a standing instruction you wrote is categorized by that rule and the AI is never asked about it.

  5. A category is proposed for the rest

    The model sees the description, payee, amount and date, your chart of accounts, and the last twenty categorizations your organization actually made. It answers with an account, sometimes a vendor, and how sure it is.

  6. It asks whether you already recorded this

    Before proposing anything it weighs the row against entries already on your books for that amount. If it could be a second copy of money you already entered, it says so and leaves the row uncategorized on purpose, so the obvious next click is Match rather than Add.

  7. Then it stops

    The suggestion is written onto the row and goes no further. Nothing reaches your ledger. At 90% or better the row is pre-filled and marked Matched so a batch can be swept up at once — but the sweep is still a button you press.

  8. You accept, and it posts

    The entry is written, and your decision is recorded as an example for next time. Only your acceptances become examples — the model's own guesses never teach it, so a wrong guess cannot become its own precedent.

The rule everything else follows
AI in BeeKeeper proposes. It does not post. A suggested category is written onto the row and stops there — it never reaches your ledger until a person says yes.

That is a design decision, not a limitation we are working around. A bank feed row that duplicates an entry you already made looks exactly like a new transaction to a categorizer, and posting it silently doubles an amount in a register nobody was asked to re-read. We would rather you click.

The job is not hard. It is just long.

Typing numbers off a photo

Forty receipts, three fields each, at a kitchen table after everyone is in bed.

Two hundred lines that all say SQ *

The feed knows the amount and the date. It does not know that this one was the fall festival and that one was the book fair.

The same twelve payees, every month

Costco, Smart and Final, the district, the printer. You categorize them, and next month you categorize them again.

PTA accounting that runs itself

Built for school groups. Free for 30 days, no credit card required.

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Where the line is

Everything below exists because the wrong version of it caused a real problem for a real treasurer. None of it is clever. All of it is the boring answer.

Point your own AI assistant at your books

BeeKeeper runs a read-only MCP server, so you can ask questions of your ledger in the assistant you already use.
Your assistant, your key

Create an API key in your FutureFund account and point Claude Desktop, Claude Code, ChatGPT or VS Code Copilot at https://beekeeper.futurefund.com/mcp/messages. The key only reaches organizations you belong to.

Read-only, by construction

It can list your organizations, read accounts and read journal entries. There is no tool that writes, changes or deletes anything — not a setting you have to remember to switch off.

For the questions reports do not answer

What did we spend on the carnival across three years. Which months look nothing like the others. Why is this account bigger than it was. Then you go and look at the ledger yourself.

And so much more
Automatic bank imports
AI receipt scanning
AI transaction coding
Duplicate detection
Bank reconciliation
Expense reports
Mobile apps
Two-signature Sign-Off
Check printing
Check register
Budgets
Budget vs. actual
Custom chart of accounts
Vendor management
W-9 collection portal
1099 reporting
Form 990 mapping
Treasurer's report
Annual financial report
Balance sheet
Profit and loss
General ledger
Audit Kit
Treasurer Transition Kit
Fiscal year close
Role-based permissions
Permanent audit trail
English and Spanish
MCP server
FutureFund sync

Frequently Asked Questions

Keep your books where school groups keep theirs

Accounting built for PTAs, PTOs, booster clubs and ASBs. Free for 30 days, no credit card, cancel anytime.