Books, Tax-Ready

← For Your Business

For Your Business

Your bank statements become organized, categorized books — without hiring a bookkeeper, and without the April panic.

The $4,000-a-year problem

A part-time bookkeeper runs $300–$500 a month. Skipping one means handing your CPA a shoebox in April — and paying their hourly rate to sort it. Either way, you’re paying real money for work that is mostly mechanical: reading statements, sorting transactions, labeling categories.

The math: at $350/month, bookkeeping costs $4,200 a year. The mechanical part of that work — the sorting and categorizing — is exactly what this platform automates.

What you get

  • Every transaction categorized into proper business categories — automatically
  • Personal charges flagged and separated (see the Commingling Splitter)
  • Months organized into periods, ready for your CPA to review and file
  • Your corrections remembered — the books get smarter every month

How you use it

  1. Upload your statementsEvery month, or all twelve in January — your call.
  2. Glance at the resultConfirm the handful of transactions that need your eye. Two minutes, not two evenings.
  3. Hand your CPA clean booksThey start from organized data and bill you for judgment, not data entry.
Are you the accountant? See the CPA version of this workflow: Bank Statement Processing for Accountants.

Fire the shoebox.

Early access opens soon. Join the waitlist — no credit card, no setup.

Join the Waitlist