Roles & approvals
View, edit and approve roles. Require approval for payments above a set amount (Business).
Features 機能
Read. Sort. Match.
See ahead.
KAKEI connects every step of bookkeeping with AI. Each feature learns from your own data and gets more accurate the more you use it.
01 — Capture
However it arrives,
However it arrives,
just hand it over.
PDFs, phone photos, scans, email bodies and attachments. Whatever the format, KAKEI reads it.
- Forward to your private inbox for automatic capture
- Skewed, shadowed or creased photos corrected automatically
- Multi-invoice PDFs split into separate documents
- English and Japanese documents, and foreign-currency invoices
October_invoices.pdfUpload · 3 pages · split into 2Done
IMG_4021.jpgPhone photo · ReceiptDone
Fw: Your October invoiceForwarded email · PDF attachmentReading
請求書_2041.pdfJapanese · JPYReading
PDFJPG / PNG / HEICEmail forwardingScannerMobile
02 — Extraction
Not the total.
Not the total.
Every line.
Item, quantity, unit price, tax rate and amount — every line on the invoice becomes structured data you can search, filter and analyse.
- Mixed tax rates totalled separately per rate
- Tax registration numbers format-checked (incl. Japan's Qualified Invoice System)
- Per-field confidence; only uncertain fields are highlighted
- Originals stored and searchable by date, amount and supplier
| Item | Qty | Tax | Amount |
|---|---|---|---|
| Bread flour, 50 lb | 4 | 0% | $192.00 |
| Butter, 1 lb case | 12 | 0% | $105.60 |
| Packaging film | 2 | 8.25% | $41.30 |
| Delivery | 1 | 8.25% | $10.00 |
Non-taxableTax $0.00$297.60
Taxable at 8.25%Tax $4.23$51.30
03 — Categorisation
AI that learns
AI that learns
"how we do it here."
The same supplier can mean different accounts at different companies. KAKEI learns account, department and tax treatment from your own past bookkeeping — not a generic rulebook.
- Import your historical ledger (CSV) and learning starts on day one
- Every correction is applied automatically next time
- Suggestions show the past transactions behind them
- Learning stays inside your workspace and is never shared
Monitor arms ×212 similar past entries → Office suppliesOffice supplies 97%
Laptop, $1,499Above capitalisation thresholdReview
Client dinnerAttendees → Meals vs. EntertainmentEntertainment
Google WorkspaceSame amount monthly → RecurringSoftware
04 — Duplicate detection
Pause
Pause
before you pay.
Re-sent invoices, bills that arrive by both PDF and paper, identical content under a new number. KAKEI scores duplicate risk from several angles and warns you before payment.
- Matching on invoice number, amount, date and line similarity
- Checked against bank activity for invoices already paid
- Email alerts (Pro and above)
Duplicate risk: High96% match
Brightline Printing #118Received Oct 1 · PDF · Paid Oct 3$372.00
Brightline Printing #118-RReceived Oct 4 · Email · Scheduled Oct 5$372.00
All 6 line items match. Hold the scheduled payment?
05 — Reconciliation
Invoices and payments,
Invoices and payments,
connected automatically.
Bring in bank and card transactions and KAKEI matches them to invoices — including bank fees, partial payments and one payment covering several invoices.
- Bank and card statement import (CSV)
- Handles abbreviated and inconsistent payee names
- One view of unmatched invoices and unexplained transactions
HARBOR PPR SUPP → Harbor PaperMatched to invoice #2041Matched
BRIGHTLINE PRT $744.00One payment, two invoicesMatched
SAKURA ELEC $865.00$15 short of invoice (bank fee)Suggested
06 — Cash flow
Read the numbers
Read the numbers
before they happen.
Scheduled payments, expected receipts, recurring costs and seasonal history combine into a day-by-day balance forecast.
- 90 days on Pro, 12 months on Business
- Optimistic, expected and cautious scenarios
- Alerts before you cross a minimum balance
Nov 10 · Expected in3 customer invoices+$31,000
Nov 25 · Scheduled outPayroll and 14 supplier bills−$54,500
Projected balance, Nov 25Threshold $25,000$21,050
Teams チームで使う
Bookkeeper, owner, accountant.
Same numbers, same screen.
Export to your ledger
Export journal entries as CSV for popular accounting software and share cleanly with your accountant.
Multiple entities
Switch between group companies or locations from a single account (Business).
Security セキュリティ
Responsibility for your financial data,
designed in from the start.
Your invoices, receipts and transactions are treated as yours alone.
Encryption
TLS 1.2+ in transit and AES-256 at rest, with keys held in a dedicated key management service.
Isolated learning
Your documents are never used to train AI models offered to other customers.
Access control
Two-factor auth, SAML SSO (Business) and audit logs. Internal access is least-privilege and logged.
For details, see our Privacy Policy.
Start with this month's invoices.
The Free plan reads up to 30 documents a month.