Bookkeeping on Autopilot
AI-powered bookkeeping that handles the busy work so you can focus on helping small business clients succeed.
Simple tools for busy bookkeepers
Snap Receipts
Take a photo and let AI extract all the details automatically
Smart Categories
AI learns your patterns and categorizes transactions instantly
One-Click Reconciliation
Match transactions with a single click and save hours every month
Trusted by bookkeepers who value their time
Built for busy bookkeepers
Simple tools that make your job easier. Focus on helping clients instead of fighting with spreadsheets and manual data entry.
Smart Receipt Scanning
Snap photos with your phone and AI extracts all the details. No more manual typing or lost receipts.
- Instant detail extraction
- Auto-categorization
- Cloud storage backup
Client Switching
Jump between client books instantly. Each client has their own organized space with custom categories.
- One-click switching
- Client-specific rules
- Organized workspaces
Simple Automation
AI learns your patterns and handles recurring transactions. Set it once, save time forever.
- Vendor memorization
- Recurring transactions
- Smart suggestions
Professional Reports
Generate clean P&L statements and financial reports your clients will love. Email directly or export to PDF.
- Clean report layouts
- Email delivery
- PDF & Excel export
Bank Connections
Connect to 12,000+ banks and credit unions. Transactions flow in automatically for easy review.
- 12,000+ institutions
- Automatic sync
- Secure connections
Error Prevention
AI catches duplicates and flags unusual transactions before they become problems.
- Duplicate detection
- Anomaly alerts
- Missing receipt warnings
From receipt chaos to organized books in 4 steps
Snap Receipt Photos
Use your phone to capture receipts instantly. AI extracts vendor, amount, and date automatically
Connect Client Banks
Secure one-time setup connects to all client bank accounts and credit cards
AI Categorizes Everything
Watch transactions get sorted automatically with smart suggestions and learning
Generate & Share Reports
Create professional reports and email them directly to clients with one click
Designed for real bookkeeping work
Receipt management that actually works
Stop chasing paper receipts and hunting through emails. Snap photos, forward email receipts, or drag-and-drop files. Everything gets organized automatically.
- Photo capture with phone
- Email forwarding
- Drag-and-drop uploads
- Automatic organization
Multi-client management made simple
Switch between client books instantly without losing your place. Each client has their own workspace with custom categories and rules.
- Instant client switching
- Custom categories per client
- Separate workspaces
- Client-specific rules
Professional reports your clients love
Generate clean, professional financial reports that clients can actually understand. Email them directly or export to their preferred format.
- Clean, readable layouts
- Direct email delivery
- Multiple export formats
- Client-friendly summaries
Real bookkeeper success stories
“The receipt scanning and automatic categorization save me so much time. I can focus on helping my clients instead of manual data entry.”
Common questions from bookkeepers
Do I need accounting experience to use this?
How does the receipt scanning work?
Can I manage multiple small business clients?
What if my clients use different banks?
How quickly can I get started?
What happens if I make a mistake?
Ready to simplify your bookkeeping work?
See how AI bookkeeping can simplify your work. Start your free trial today.