Now accepting new customers

Bank statements in.
Tax package out.

Upload your bank statements. We categorize every transaction, build your P&L, and package everything your accountant needs. Starting at $9.99/mo.

See a Sample Report — Free Create Free Account

Built for restaurants, bowling alleys, and small service businesses

✓ Upload bank statements ✓ Auto-categorize transactions ✓ Tax-ready P&L in 90 seconds ✓ Dave Ramsey budgeting tools

From $9.99/month — no credit card required to start

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Upload statements
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Auto-categorize
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Tax-ready package
Features

Everything you need.
Nothing you don't.

Built for small business owners who'd rather grow their business than sort through receipts.

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Any statement, any bank

Upload PDF or CSV bank statements from any financial institution. We parse every transaction automatically.

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Smart categorization

AI-powered transaction categorization that learns your business. Templates for every industry.

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P&L & balance sheets

Accurate Profit & Loss statements generated from your data. No manual spreadsheet work needed.

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Dave Ramsey budgeting

Built-in budgeting tool following the Baby Steps method. Track your progress, manage envelopes, hit your goals.

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Smart savings insights

We analyze your spending and find where you're overpaying. Get suggestions for cheaper alternatives.

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Subscription conversion

Business plan users get a full evaluation of whether their business could convert to subscriptions and how to do it.

Pricing

Simple, honest pricing.

No hidden fees. No surprise charges. Pick your plan and start cleaning up your finances today.

Personal
For individuals and freelancers who want clean, organized financials.
$9.99 /month
  • Upload & format bank statements for taxes
  • Dave Ramsey-style budgeting tool
  • P&L reports from uploaded statements
  • Transaction auto-categorization
  • Export tax-ready packages
Get Personal Plan
From the Blog
Tax Deadlines
Small Business Tax Calendar 2026
Every deadline — estimated taxes, 1099s, W-2s, payroll deposits — and what happens if you miss each one.
Tax Strategy
Small Business Tax Deductions 2026
The complete list of deductions most owners miss — home office, vehicle, retirement, software, and more.
Bookkeeping
Organize Bank Statements for Taxes
Turn raw exports into what your accountant needs — step by step.

Stop dreading tax season.

Your accountant will thank you. Your wallet will too. Pick a plan and get started in minutes.

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