Your business books.
Organized. Simplified.

No more sorting through piles of bank transactions. Send us your bank statements and let our AI-powered bookkeeping system help organize your business finances, with professional oversight when attention is needed.

Get Started See How It Works

For small businesses, LLCs and corporations.

ABC Services LLC

Business checking ···4821 · Statement period Aug 1 – Aug 31

Illustrative example

Illustrative bank statement for ABC Services LLC, with the category assigned to each transaction
Date	Description	Amount	Category
Aug 01	Zelle from M. Rivera	+1,250.00	Sales Revenue
Aug 03	Home Depot #6312	−184.37	Materials & Supplies
Aug 05	FPL Electric	−212.40	Utilities
Aug 09	Check 1042	−600.00	Needs your input
Aug 12	Stripe transfer	+3,480.15	Sales Revenue
Aug 15	Online transfer to savings ···0347	−1,000.00	Transfer Between Accounts
Aug 20	Monthly service fee	−15.00	Bank Service Charges

Ending balance per statement: $11,138.93
Per books: $11,138.93
Difference: $0.00

Reconciled

From Bank Statements to Organized Books

We make bookkeeping easier with a straightforward process and technology that does the heavy lifting.

Send Your Statements

Provide your business bank statements in PDF or CSV format through the agreed client submission process.
AI Organizes Transactions

Our system reads and sorts deposits, payments, transfers and expenses into accounting categories.
Review & Reconcile

Items that need clarification are identified, and bank activity is reconciled against the records.
Receive Your Reports

Get organized financial reports to help you understand how your business is performing.

Know Where Your Business Stands

Your financial information organized into reports that are easier to understand and use.

Profit & Loss Statement

See your business income, expenses and net profit or loss for the period.

Profit & Loss August

Total income: 24,850.00
Total expenses: 18,420.00
Net income: 6,430.00

Balance Sheet

Review your business assets, liabilities and owner's equity.

Balance Sheet As of August 31

Total assets: 41,210.00
Total liabilities: 9,880.00
Owner's equity: 31,330.00
Liabilities & equity: 41,210.00

Organized Transactions

Business activity categorized and bank accounts reconciled, with items needing attention identified.

Transactions 142 this month

Home Depot #6312Materials & Supplies
FPL ElectricUtilities
Check 1042Needs your input

Figures shown are illustrative, for demonstration only.

Choose the Plan That Fits Your Business

Simple monthly bookkeeping plans based on your transaction volume.

Starter

$75/month

Up to 50 transactions per month

Choose Starter

Standard

Popular choice

$125/month

Up to 100 transactions per month

Choose Standard

Plus

$175/month

Up to 200 transactions per month

Choose Plus

Every plan includes

AI-assisted transaction classification
Bank reconciliation
Monthly Profit & Loss
Monthly Balance Sheet
Items needing attention identified

Plans are based on monthly transaction volume. Payroll, tax preparation, historical bookkeeping cleanup and additional services are not included in these plans and can be discussed separately.

Smarter Bookkeeping. Professional Oversight.

We combine AI-powered technology with accounting experience to help small businesses keep their financial records organized.

Automation helps process transactions efficiently. When something needs clarification or additional attention, it can be flagged for review. Our goal is to make bookkeeping simpler without losing sight of accuracy.

Talk to Our Team

Frequently Asked Questions

What do I need to get started?

Contact our team and we will explain the onboarding process and what bank statements or information we need.

What counts as a transaction?

Each deposit, payment, withdrawal, transfer or bank fee appearing in your account activity counts toward your monthly transaction limit.

What if my business has more transactions than my plan allows?

Are payroll and tax returns included?

No. Payroll, tax preparation and other additional accounting services are quoted separately.

Let's Get Your Books Organized.

Have questions or want to get started? Talk to our team and find the right bookkeeping plan for your business.