Your books, done every morning.

Connect your bank once. Every morning, AI sorts each transaction into the right category and the right property, job or client. It flags the few it isn't sure about. Your P&L and balance sheet stay up to date.

1. Connect your bankRead-only, through Plaid. We never see your bank password.
2. AI books it dailyEvery transaction is categorized and tagged to a property, job or client each morning.
3. You check the few it flagsOne tap to fix. It remembers your answer next time.

Pick a plan

Every plan includes:

Create your account

Is my bank safe?We connect through Plaid, the same service many big finance apps use. We can only read your transactions. We can't move money.
What if I go over my plan?Nothing stops working. We'll let you know and suggest the right plan.
Is this a CPA?No. We keep your books every day, and your CPA gets clean books for taxes.
How often does it update?Every morning, plus anytime you tap "Update now".