See it in action
From a PDF to finished books, start to finish
Bookkeeping is supposed to be simple.
Instead, hours go into data entry before anyone can look at the numbers.
The old way
- ×Type every bank line into a spreadsheet or accounting program
- ×Guess whether a check or Zelle payment is an expense or an owner draw
- ×Re-code the same vendors by hand every single month
- ×Build the P&L and Balance Sheet yourself, then hope they tie out
Made for both sides of the desk
Business owners
Know your monthly profit without learning accounting software. Hand your accountant clean books instead of a shoebox of statements.
Accounting firms & bookkeepers
Take the data entry off your team's desk for every client. Spend the time on review and advice, with each client on its own chart of accounts.
Ask My Accountant
Unclear items are flagged, never guessed
A check with no payee could be an expense or an owner draw. Guessing wrong changes the client's profit, so those items wait for your answer.
You choose the account
Pick from the client's chart of accounts, or add a new account in one click.
It remembers your answer
Tick “Always use this” and that vendor is coded for you next month, like a bank rule.
Then it's reconciled
Once every item is answered, the month is marked Reconciled and the reports are rebuilt.
Charts of accounts built for your industry
Choose the industry when you add a client. Rent is always 57200 and insurance always 54500, so months line up and can be combined into one report.
- Construction
- Consulting
- Restaurant
- Retail store
- Real estate rental
- Other small business
The Reports page combines any months, such as a quarter or the year so far, and the Balance Sheet carries opening equity, draws and year-to-date net income forward the way QuickBooks does.
Your clients' data stays private
Two-factor login
Optional 6-digit code from an authenticator app.
Strong passwords
10+ characters, checked against known leaked passwords.
Private by firm
Each firm sees only its own clients, statements and reports.
Payments by Stripe
Card details are handled by Stripe, never stored by us.
Simple pricing
Choose your plan after you sign up.
Essentials
For a business owner or a single bookkeeper.
$399 first month
Then $99/month, 250 transactions a month.
Start with EssentialsA transaction is one line on the bank statement. Busy month? Add 100 more for $15. Each billing cycle starts on your purchase date.
