Stop categorizing. Start reviewing.
Growthy categorizes imported transactions automatically and sends the uncertain ones to you. 85% accurate on first import. You review the rest.
You already know how the morning goes
It's 7:30. The coffee is poured. QuickBooks is open.
The first line says ACH PAYMENT 847293847. That tells you nothing. The next one is a $3,847.92 Stripe deposit that has to be split before it's right. Then another client, and another.
QuickBooks makes suggestions. They land about half the time. One bookkeeper called them optimistically random.
Three hours later you still haven't started the work you actually get paid for.
What changes
Before, you touched every transaction. Now you touch the ones that need a decision.
Bring the month in.
Connect QuickBooks Online, import bank statements, or upload a CSV. Bank and card connections are read-only. Growthy never moves money.
Growthy categorizes.
A seven-layer engine reads each transaction against that client's history. Routine ones get coded. Uncertain ones get flagged.
You review what it flagged.
Approve, reject, or recode with one keystroke. Growthy learns from the correction.
See the workflow
The import lands
Bring in a year of transactions from a bank or card export. Coding starts once the file loads.
Import starts with a CSV or XLSX from the demo client.
The review queue
Transactions that need a decision stay together. Confidence shows where to look; handled work stays out of the way.
Transactions workspace. Uncertain entries stay visible for review.
The correction that sticks
Move a transaction once. The next one like it arrives already coded, for that client.
Correct a category in the transaction drawer before approval.
The numbers we publish
Most transaction categorization software gives you one accuracy number and asks you to trust it. We publish the ones that matter.
85% accurate on first import.
You review the rest.
That climbs to 90%+ on returning books, usually inside the first 30 days, as Growthy learns how a client codes things.
When Growthy can't tell what something is, it asks. A deposit that could be income or could be a loan gets flagged, not guessed. Same input, same output, every time. Books are audit territory, so consistency beats looking clever.
Nothing is hidden.
Every flagged transaction shows you the suggestion, the reason, and the confidence score.
Accuracy and confidence answer different questions
We keep accuracy and confidence separate because they answer different questions.
85% is how often the automatic coding is correct. About 80% of transactions follow obvious patterns.
Confidence controls what stays in the review queue. Raise the threshold and you review more. Lower it and Growthy handles more routine work.
It remembers per client
Fix how one client codes a vendor, and Growthy codes it that way for that client next month. A different client keeps their own answer. There are no rules to build and none to repair when a bank changes its description text. By month three, Growthy knows a client's books better than the bank feed does. What it learns across clients stays general, at the industry level. One client's data never trains another client's patterns.
Who runs it
Growthy runs on real books every day.
Not "trusted by 1,000+ companies." We're early and we say so.
Bobby Huang built Growthy and runs SDO CPA's client books on it. The routine categorization runs automatically; he reviews and approves the rest, and the work moves a lot faster than it used to. He's a partner at SDO CPA LLC, 18 years hands-on, and he still works the books every week.
I appreciate the transparency. That's exactly what I needed to hear.
SDO CPA LLC, Bobby's firm, on real client books
Growthy and TracePrep, closing their own books on the product
Fewer than 20 alpha firms, invite only
What happens next
Monthly close
Categorization done is how the close starts.
Monthly closeTry it on your data
Free during alpha. 5 companies per account.