Bookkeeping

Your money, read and categorized by AI. Real spend, real profit, ready for taxes.

Cash on hand
$0
Set starting balances in Settings →
Money in
$0
this year
Money out
$0
this year
Net profit
$0
this year

Transactions

0 shown

No transactions yet

Import a statement below and they land here, categorized.

Ask your books

Your AI sees every transaction, invoice, job, and payroll run. Ask it anything.

How am I doing this year?What did I spend on fuel?Which service makes the most money?How much should I set aside for taxes?

Set aside for taxes

Tell the CRM your state and filing status to get a running tax estimate.

Set your state to estimate taxes →

Cash flow by month

Import a statement to see your monthly flow.

Where it goes

No categorized spending yet.

Import a statement

Drop a CSV or PDF from any bank. Your AI bookkeeper reads it, pulls the real merchant names, and auto-categorizes onto Schedule-C lines. Anything it's unsure of lands in the review queue above.

Bookkeeping support, not a CPA substitute. Transfers between your own accounts and owner draws are excluded from income and expenses. Have a human review the Schedule-C output at tax time.