Connect your accounts and our AI categorizes every transaction, builds your financials, and preps your taxes — so you never have to.
Bank-grade security · Powered by Plaid · No credit card required
Revenue
$0
Expenses
$0
Net Income
$0
Cash flow — 2026
Works with the accounts you already use
Everything in one place
From the moment you connect an account to the day your taxes are filed — it's done for you.
Our AI reads every transaction and books it to the right category — with a confidence score and a clear reason.
Banks, credit cards, PayPal and Venmo sync automatically via Plaid — transactions import in real time.
Always-current profit & loss, balance sheet, and reports.
Guided intake; we prepare and file your returns.
Track contractor payments and generate 1099s.
Send a clean read-only financial report by link.
How it works
Securely link your bank, cards, PayPal and Venmo in a couple of clicks.
Every transaction is categorized, your P&L updates in real time, low-confidence items are flagged.
Answer a short intake and our team prepares and files your returns.
No more guessing. Our model classifies each transaction into the right category, separates business from personal, and tells you how confident it is — flagging anything that needs a human look.
United Airlines
Gusto — Payroll
Stripe payout
Adobe Creative Cloud
Join thousands who never think about bookkeeping anymore.
“I connected my accounts and it categorized two years of transactions in minutes. My P&L was just… done.”
Maya R.
Agency owner
“The AI gets my expenses right more often than my old bookkeeper did. And I can see why it chose each one.”
Devin K.
E-commerce founder
“Bookkeeping and taxes in one place, handled. I genuinely don't think about it anymore.”
Priya S.
Consultant
“Onboarding took ten minutes. The review queue caught the few it wasn't sure about. Brilliant.”
Sam T.
SaaS founder
“I connected my accounts and it categorized two years of transactions in minutes. My P&L was just… done.”
Maya R.
Agency owner
“The AI gets my expenses right more often than my old bookkeeper did. And I can see why it chose each one.”
Devin K.
E-commerce founder
“Bookkeeping and taxes in one place, handled. I genuinely don't think about it anymore.”
Priya S.
Consultant
“Onboarding took ten minutes. The review queue caught the few it wasn't sure about. Brilliant.”
Sam T.
SaaS founder
“I connected my accounts and it categorized two years of transactions in minutes. My P&L was just… done.”
Maya R.
Agency owner
“The AI gets my expenses right more often than my old bookkeeper did. And I can see why it chose each one.”
Devin K.
E-commerce founder
“Bookkeeping and taxes in one place, handled. I genuinely don't think about it anymore.”
Priya S.
Consultant
“Onboarding took ten minutes. The review queue caught the few it wasn't sure about. Brilliant.”
Sam T.
SaaS founder
“I connected my accounts and it categorized two years of transactions in minutes. My P&L was just… done.”
Maya R.
Agency owner
“The AI gets my expenses right more often than my old bookkeeper did. And I can see why it chose each one.”
Devin K.
E-commerce founder
“Bookkeeping and taxes in one place, handled. I genuinely don't think about it anymore.”
Priya S.
Consultant
“Onboarding took ten minutes. The review queue caught the few it wasn't sure about. Brilliant.”
Sam T.
SaaS founder
Connect your accounts and let AI handle your books — while our team handles your taxes.