AI Bookkeeping
How Accurate Is Auto-Categorization? Honest Numbers
See the real accuracy numbers behind AI auto-categorization: 85% on first import, 90%+ on returning books, and where a bookkeeper's review still matters.
8 min
Current work
SDO CPA LLC
Experience
18 years of experience
Bobby Huang is a partner at SDO CPA. 18 years of hands-on bookkeeping. He still reconciles real client books and built Growthy from the same review-and-approve work bookkeepers do each week.
Published Articles
How Accurate Is Auto-Categorization? Honest Numbers
ChatGPT's New Finances Tab: Can Bookkeepers Use It for Client Books?
AI Bookkeeping
ChatGPT's New Finances Tab: Can Bookkeepers Use It for Client Books?
ChatGPT's Finances tab reads your own accounts via Plaid and tracks spending. It doesn't keep books. The honest answer for bookkeepers and founders.
10 min
QuickBooks Online Accountant Is Being Discontinued: What Intuit Accountant Suite Means for Your Firm (2026-2027)
QuickBooks Automation
QuickBooks Online Accountant Is Being Discontinued: What Intuit Accountant Suite Means for Your Firm (2026-2027)
QuickBooks Online Accountant becomes Intuit Accountant Suite by December 31, 2026. The real dates and dollars: the cohort timeline, Core vs Accelerate pricing, Books Close per-client fees, and what it means for your firms stack.
33 min
Moving Clients Off QuickBooks Desktop: A 2026 Migration Playbook for Bookkeepers and Firms
QuickBooks Automation
Moving Clients Off QuickBooks Desktop: A 2026 Migration Playbook for Bookkeepers and Firms
QuickBooks Desktop is ending, and for a firm every client on it is a migration you will own. A portfolio playbook: which clients move first, which destination fits each one, and how to run the migration once as a repeatable process.
33 min
ChatGPT Prompts for Bookkeepers: The Working Set
AI Bookkeeping
ChatGPT Prompts for Bookkeepers: The Working Set
30 ChatGPT prompts for bookkeepers: client emails, categorization checks, month-end close, and cleanup triage. Placeholders and guardrails included.
12 min
How to Connect QuickBooks Online to ChatGPT and Claude: The Complete MCP Setup Guide
AI Bookkeeping
How to Connect QuickBooks Online to ChatGPT and Claude: The Complete MCP Setup Guide
Connect QuickBooks Online to ChatGPT or Claude four ways. What each path can read, what it can write, and why the official app is no longer read-only.
54 min
How to Connect QuickBooks Online to Claude
AI Bookkeeping
How to Connect QuickBooks Online to Claude
Connect QuickBooks Online to Claude with Intuit's official MCP server: claude_desktop_config.json, claude mcp add, and safe read-only prompts for bookkeepers.
16 min
Accrual vs Cash Basis Accounting for SaaS Startups
Tax Bookkeeping Terms
Accrual vs Cash Basis Accounting for SaaS Startups
Accrual vs cash basis accounting for SaaS startups: why deferred revenue and MRR break cash basis, the $32M tax threshold, and when to switch books.
8 min
How to Categorize Calendly in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Calendly in QuickBooks (and Xero)
Calendly posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Per-seat billing prorates mid-cycle. Annual prepays deduct in full under the 12-month rule.
9 min
How to Categorize Figma in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Figma in QuickBooks (and Xero)
Figma posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Per-editor billing means a free viewer who edits can jump your bill mid-cycle. Annual prepays deduct under the 12-month rule.
9 min
How to Categorize Zoom in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Zoom in QuickBooks (and Xero)
Zoom posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Zoom Phone is telecom, not software; Zoom Rooms hardware capitalizes separately. Annual prepays deduct under the 12-month rule.
8 min
How to Categorize Slack in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Slack in QuickBooks (and Xero)
Slack posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Fair Billing credits are a contra-expense, not income. Annual prepays deduct in full under the 12-month rule.
9 min
See It Work on Your Data
See Growthy on a sample book. Read-only bank access.
✓ No credit card✓ Works with QuickBooks Online✓ 85% accuracy
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