Upload your statements
Drop in the PDFs from your bank, just as they come. Nothing to type in.
Chase checking, MarchReady
Chase checking, AprilReady
Chase checking, MayReady
For small businesses that do their own books
Bookkeeping that makes you say 
Upload your bank statements. The obvious transactions sort themselves. You answer a few easy questions about the rest. Your accountant gets a tidy spreadsheet.
No card needed. No bank login needed. Not tax advice, just your information, organized.
Pick a view you'll enjoy coming back to.
Were these for the business?1 of 15
Costco$214.37
3 payments · Mar 2 to Mar 28
BusinessPersonalSome of eachNot sure
One question at a time. Then
How it works
From statements to spreadsheet in four steps.
The obvious ones get sorted
Software subscriptions, bank fees, payouts from Stripe or Square. Sorted without asking you.
Adobe
Business$59.99
Stripe payout
Income$1,240.00
Monthly bank fee
Business$15.00
You answer the rest
One question at a time, with the same few answers. Not sure is always an option.
Were these for the business?1 of 15
Amazon$86.12
BusinessPersonalSome of eachNot sure
Your accountant gets a tidy spreadsheet
Income, expenses, your answers and your notes, in one file they can open in Excel or Google Sheets.
DateDescriptionAmountAnswer
Mar 2Stripe payout$1,240.00Income
Mar 5Adobe subscription$59.99Business
Mar 8Amazon$86.12Business
Why it's easier
Made for people who don't love bookkeeping.
One question at a time
You see one question, you tap an answer, the next one comes. No menus to learn.
It does the boring part
Most transactions get sorted without asking you. You only see the ones that really need you.
Tap, don't type
Most answers are a single tap. Add a note only when you want to.
"Not sure" can be an answer
Anything uncertain goes on a list for your accountant, with your notes attached. No guessing, and never tax advice.
For accountants
Tired of chasing clients for answers?
Send them here. You'll get organized transactions, the owner's own answers, and their questions written down, instead of a shoebox in April.
For your accountant
Zelle to Mike R.$400.00
Not sure"Helped at the market in June. Contractor?"
Transfer from savings$2,000.00
Loan"Lent the business money to cover rent."
Transfer to personal$1,500.00
Paid myselfPricing
One price. The whole year.
Try it first. Pay only if you love it.
Start here
Your first statement is free
Pick one statement. We sort it, you answer the questions, and you can download the spreadsheet. No card needed. One free statement, once.
$129a year for your first business
Once one business is unlocked, each other business is $65 a year.
Renews automatically every year. Cancel any time.
- Every statement you upload for a year, across all your accounts
- Come back as often as you like
- A tidy spreadsheet for your accountant
- Cancel any time, in two taps.
- No bank login needed
- Cancel and you keep everything you have already unlocked.
Running more than one business? Once one business is unlocked, each other business is $65 a year, all from one login.
A few taps now. A in April.
Try your first statement free. No card needed, no bank login needed.
Try one statement free
Not an accountant. Not tax advice.