Automated bookkeeping on
autopilot.
Upload your statements and receipts, or connect your accounts, and get tax-ready financials: P&L, Balance Sheet, COGS, Sales Tax, and 1099 reports. No meetings, no spreadsheets, no hassle.
Sample data
How it works
Four steps to fully automated bookkeeping, no accountant required.
Upload documents & statements
Upload your bank statements, receipts, and financial documents as a CSV, PDF, or phone photo, or connect your accounts if you prefer.
We reconcile & categorize
Our AI-powered system automatically extracts, matches, reconciles, and categorizes every transaction from your uploads or connected accounts.
The system learns your account
As you categorize transactions, the system learns your patterns from past transactions — automatically categorizing future entries to get you to fully automated bookkeeping.
Get tax-ready financials
Download your P&L, Balance Sheet, COGS, Sales Tax, and 1099 reports anytime.
Everything you need, nothing you don't
Tax-ready financials generated automatically from your uploaded statements and receipts.
Sample customer portal — your financial dashboard at a glance
Profit & Loss
Track revenue, expenses, and net income with auto-categorized transactions.
Balance Sheet
Real-time view of assets, liabilities, and equity — always balanced.
COGS Report
Cost of goods sold tracked and categorized automatically from your POS.
Sales Tax
Sales tax collected and tracked by jurisdiction, ready to file.
1099 Reports
Contractor payments aggregated and formatted for 1099 filing.
Receipt Management
Upload receipts — we extract, categorize, and match them to transactions.
Simple, transparent pricing
No hidden fees. No contracts. Cancel anytime.
Intermediate
For growing businesses with more volume.
- Up to 5 connected accounts
- Unlimited loans (not counted against accounts)
- POS system connections
- Payroll statement integration
- Payment processor sync
- All financial reports (P&L, BS, COGS)
- Receipt upload & categorization
Intermediate Cleanup
One-time cleanup for the year — Intermediate features.
- Up to 5 connected accounts
- Unlimited loans (not counted against accounts)
- POS system connections
- Payroll statement integration
- Statement upload (bank, credit card, POS)
- Receipt upload with descriptions
- Equipment purchase & depreciation tracking
- Email alerts for unclear transactions
- Final reconciled reports
- Limited to Jan 1–Dec 31 of selected year
Personal Finance Budgeting
Take control of your personal finances. Track your paychecks, schedule bill payments to avoid late fees, and use our early payoff calculator to save on interest.
- Paycheck tracking with after-tax income
- Bill list sorted by due date
- Paycheck-based payment plan to avoid late fees
- Early loan & credit card payoff calculator
- Interest savings tips and term reduction estimates
Need a human touch?
For tax planning, tax filing, and payroll services, we partner with the experts at Ledger Services of Jonesboro — a full-service accounting firm ready to help.