Upload the statements you have. The bookkeeping is done automatically and you get finished reports back — then connect the bank and the books stay current on their own.
Cleanup from whatever you can find. Then a bank connection, so it never happens again.
PDF, Excel, CSV, or a file straight from the bank. You do not have to tidy it up first.
Nobody types a statement into software again.
Connect the bank once the backlog is cleared and the books keep themselves up to date.
Send whatever there is — PDF, Excel, CSV, whatever the bank exports. Every transaction is categorised on the way in. What comes back is a profit and loss and a balance sheet, not a queue of rows to work through.
Anything we cannot place comes back as a one-click question — plain English, two to four options — rather than a guess you find in April.
Plays on loop · no sound
Cash, where it went, who paid you, what is still outstanding — on one screen.
A short form — what it does, what accounts it uses, how it gets paid. Enough for us to know what we are looking at.
Several at a time, any order, however many years. OFX or QFX if the bank offers them — otherwise the PDF or CSV it already gives you.
The bookkeeping is done for you. Profit and loss, balance sheet, and the detail behind them — ready to work from.
Phase one · cleanup
However far back it goes. Built from documents that already exist, so you can start today without waiting on a bank login.
Phase two · live
Once the books are current, the connection takes over. Transactions arrive on their own and the books stay up to date without anybody touching them.
Cleanup engagements stop being the job nobody wants. You can say yes in February and still deliver.
The hours that went into typing statements go into work clients actually pay you for.
A client who stays connected is already current when you come back to them. Nothing to rebuild.
If the business paid a contractor, somebody has to file a 1099 — and to file one you need a W-9, which means chasing people who have already been paid.
We build the list as the books are built, from the payments themselves. Then we collect the W-9s: each contractor gets their own link, fills in one page, and signs it. Their taxpayer number is encrypted the moment it arrives and is never shown again.
The reporting threshold for 2026, and we track each payee against it.
Card and platform payments are somebody else's to report. We exclude them.
The entity classification that decides whether a 1099 is owed at all.
All anyone ever sees of a taxpayer number once it is stored.
Priced per set of books, so you pay for the businesses you actually put through — and stop paying when one leaves.
$699
per business, per year of books
$29.99
per business, per month
Custom
volume across your client base
Accuracy — right divided by total — rewards guessing. The number we watch is how often the engine committed to an answer it had no business giving. Declining the things nobody could know counts as a success.
So we score against a real business's finished book, labelled by the bookkeeper who closed it, and we publish what that says — including where we do badly.
Money that moved, moved. Everything else is a claim, and a claim carries how it was reached. Nothing is quietly filled in to make a report look finished.
The failure that worries us is not a wrong number. It is an internally consistent, confidently presented, silently wrong set of books — one that balances, passes every check, and is untrue. Almost everything in this product exists to make that harder.
Start with one set of books and see what comes back. No card, nothing to install, and nothing leaves your hands until you upload it.
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