Quick answer: Keeva is the AI assistant built into CleanBooks AI. It automatically categorises your transactions, explains your tax position in plain English, helps you read your cash runway, flags items that need review, and answers questions about your finances using your real data.
Lots of software claims to have “AI.” Keeva is designed to do specific, useful jobs ,not to be a gimmick. Here’s what it genuinely handles.
How does Keeva categorise transactions?
Keeva reads each incoming transaction and assigns the right category and tax treatment, learning your suppliers and income patterns over time. When something’s ambiguous, it flags it for review rather than guessing ,so you typically see only a couple of “needs review” items at a time. For the mechanics, see how AI bookkeeping works.
Can Keeva explain my tax position?
Yes. Instead of leaving you to interpret numbers, Keeva tells you what they mean: how your estimate is built, why it changed, and what to set aside. For example, it can explain that your estimate is based on confirmed quarters with the rest projected from your current average ,and suggest setting a little more aside if your income is climbing. See real-time tax estimates.
Does Keeva help with cash flow?
Keeva helps you read your cash runway and 90-day forecast, so you can answer *will I run out of cash?* before it’s urgent. See real-time cash flow forecasting.
Does Keeva spot problems and opportunities?
Yes. Keeva surfaces things worth your attention ,transactions needing review, a tax position worth optimising, or a trend in your income and expenses. It’s continuous analysis, not a once-a-year glance, which means issues get caught while you can still act on them.
Can I just ask Keeva questions?
You can simply ask Keeva about your finances and get a clear answer drawn from your real data. It’s like having a patient bookkeeper on call who never makes you feel daft for asking. Meet it properly in meet Keeva.
Is Keeva trustworthy?
Keeva is built to flag uncertainty rather than hide it, and your data is handled securely. We cover accuracy and safety in is AI bookkeeping safe and accurate? and compare the approaches in AI bookkeeping vs manual bookkeeping.
Put Keeva to work. Try CleanBooks AI and ask it anything about your numbers.
