Simple bookkeeping for small businesses

Track income, expenses, and taxes — all in one place. Built for Schedule C filers and the accountants who serve them.

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Everything you need

Built for how you actually work

Monthly Bookkeeping

Enter income and expenses month by month. Categorized for Schedule C with automatic tax calculations.

Bank Statement Scanning

Upload bank statements as PDF or CSV. AI automatically extracts and categorizes your transactions.

Tax-Ready Reports

Generate P&L reports and Schedule C summaries. Download as PDF, ready for tax filing.

Client Management

Accountants can manage multiple clients, review entries, and track onboarding progress.

Get started in minutes

How it works

1

Create your account

Sign up as an accountant or business owner. Set up your business profile in a guided onboarding flow.

2

Import your data

Enter transactions manually or upload bank statements. Our AI handles the categorization.

3

Get tax-ready insights

View reports, track quarterly estimates, and download Schedule C summaries for tax season.

Simple pricing

One plan, everything included

Free

For getting started

$0forever

  • Up to 3 clients
  • 5 bank statements per month
  • Monthly entry tracking
  • Basic P&L reports
Get Started
Popular

Pro

For growing practices

$14.99per month

  • Unlimited clients
  • Unlimited bank statements
  • AI-powered categorization
  • Priority support
  • 30-day free trial
Start free trial

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