How Automated Bookkeeping Works
From bank connection to tax-ready books — four steps that replace hours of manual work every month.
Step 1
Connect Your Bank
Secure, read-only bank connection
- Links to 10,000+ US financial institutions via Plaid
- Checking, savings, and credit card accounts
- Bank-level encryption — read-only, we can never move money
- Connection takes under 2 minutes
Step 2
Auto-Categorize Transactions
AI expense categorization for 1099 contractors
- IRS-compliant categories applied automatically
- Smart AI learns your spending patterns over time
- Flag and correct miscategorizations in one click
- Mileage tracking built in for business driving
Step 3
Track Taxes in Real Time
Real-time tax tracking for freelancers
- Live tax liability dashboard updated with every transaction
- Quarterly estimated tax reminders with exact amounts
- Tax Strategy Engine flags new saving opportunities
- Never be surprised by a tax bill again
Step 4
File With Confidence
Tax-ready books for freelancers
- Export to TurboTax, TaxAct, or your CPA in one click
- Profit & loss, balance sheet, and cash flow reports
- 1099/W-9 management for contractors you pay
- Year-end checklist covering business and personal deductions
Ready to Automate Your Bookkeeping?
Connect your bank in 2 minutes. See your real-time tax liability immediately.
Request a Beta Invite →