FAQ

An AI-powered bookkeeping platform that pulls bills and receipts from your email and syncs them into Xero or QuickBooks, with AI extraction and categorization backed by human bookkeeper review.

  1. Connect & Auto-Scan – Link Gmail or Outlook; it scans new emails in real time and sweeps historical data.
  2. AI Extracts & Learns – AI pulls key data; you can set custom rules (e.g., “Uber” to “Travel”).
  3. Match & Reconcile – A two-panel dashboard pairs Xero transactions with documents; create bills or “Spend Money” entries in one click.
  4. Gain Insights – Approved documents publish to Xero, with simple spend reports by category and vendor.

 

Xero and QuickBooks are the core integrations. The site also lists Sage, with more platforms planned.

 

Xero and QuickBooks still require manual categorizing, reconciling, and receipt review. Nifty AI automates all of it: 90%+ auto-categorization, real-time auto-reconciliation, and receipts and invoices scanned straight from your inbox.

Yes. Basic supports 1 organization, Professional supports 10, and Enterprise is unlimited.

90%+ for categorization and up to 99.9% for data extraction, per Nifty AI.

AI handles extraction and matching, but expert bookkeepers double-check every transaction before it’s final.

Bookkeepers review results first. If something slips through, you flag it and the team fixes it promptly.

Bank-level protocols, including end-to-end encryption, multi-layer authentication, and secure cloud storage. Data is never shared, sold, or used to train third-party AI models, per Nifty AI.

Yes, always. You can access, export, or migrate it anytime, with no lock-ins.

 

Yes, anytime, without restriction.

Within 24 hours. Connect your email and Xero/QuickBooks account, and it starts pulling data automatically.

We have two plans.

Basic: $19/month

Enterprise: custom pricing

 

Yes. Its CatchUp Bookkeeping / Historical Book Cleanup organizes and reconciles years of expenses quickly for tax or audit prep.

Both. There’s a dedicated Monthly Bookkeeping solution too.

Email support (Basic) and 24/7 priority support with a dedicated account manager (Enterprise plan).

  • Email: hello@niftyhq.ai
  • USA: 1309 Coffeen Ave, Sheridan, WY 82801, +1 (818) 858-1499
  • Malaysia: Unit 3.07, Level 3, KL Gateway Mall, Kuala Lumpur, +6011-3979-9129

 

Try Nifty AI free for 30 days

Extract data from bank statements, invoices, and more, with 99.9% accuracy. No credit card required.