Blog Accountants

Keeva: The AI Assistant That Works Alongside Your Firm

August 7, 2026 3 min read

Quick answer: Keeva is CleanBooks AI’s assistant, built to work alongside your team rather than replace it. For firms, it handles routine bookkeeping across clients, categorising transactions, keeping records clean, surfacing allowable expenses and flagging anomalies for review, so books stay submission-ready between deadlines. It sits alongside Xero or QuickBooks, and gives real-time clarity on each client’s profit, cash and tax. A free six-month pilot puts Keeva to work on your real clients before you pay.

AI in accounting is often pitched as a replacement for people. CleanBooks AI takes the opposite view. Keeva, the assistant at the heart of the platform, is built to work alongside your team, taking the repetitive bookkeeping off their plate so they can do the work that actually needs an accountant. Here is what that means for a practice in day-to-day terms.

What Keeva does

Keeva handles the routine bookkeeping across your clients: categorising transactions, keeping records clean, surfacing allowable expenses, and flagging anomalies for your team to review. It does the legwork continuously, so client books stay submission-ready between quarterly deadlines rather than needing a pre-deadline rebuild.

For more on the assistant, see what Keeva is, and for the practice context see AI bookkeeping for accountants.

Human-first by design

Keeva is built to assist, not replace. Your professionals keep judgement and sign-off; Keeva removes the drudgery that consumes their hours. The result is a team that spends less time on data entry and more on review, advice and client relationships, the work that justifies your fees.

Real-time clarity per client

Because Keeva keeps every client’s numbers current, the firm gains real-time visibility of each client’s profit, cash position and tax outlook, instead of reconstructing it at year-end. That clarity is useful operationally and it is the foundation for advisory conversations and the forwardable client summaries that drive retention.

Sitting alongside your stack

Keeva works with your existing tools rather than forcing a rip-and-replace. It sits alongside Xero or QuickBooks, absorbing the bookkeeping volume MTD adds rather than competing with your ledger. Adoption is additive, not disruptive.

Trying Keeva on your firm

The honest way to judge an assistant is to let it work on your real clients. CleanBooks AI’s free six-month pilot puts Keeva to work on a cohort of your clients so you can see the time it saves and the clarity it gives before paying anything. At £12 per client per month thereafter, it is also a recurring-revenue line for the firm.

Prove it on your own client base. Start a free CleanBooks AI pilot

Frequently asked questions

What is Keeva?
Keeva is CleanBooks AI’s assistant. For firms, it handles routine bookkeeping across clients, categorising transactions, keeping records clean, surfacing allowable expenses and flagging anomalies for review, so books stay submission-ready between deadlines.
Does Keeva replace my staff?
No. Keeva is human-first: it removes repetitive drudgery while your professionals keep judgement and sign-off, shifting the team from data entry to review, advice and relationships.
Does Keeva work with Xero or QuickBooks?
Yes. It sits alongside your existing ledger, absorbing the bookkeeping volume MTD adds rather than replacing your accounting platform. Adoption is additive.
Can I try Keeva on my own clients?
Yes. CleanBooks AI’s free six-month pilot puts Keeva to work on a real client cohort so you can measure time saved and clarity gained before paying. It is £12 per client per month thereafter.

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