1. AI drafts
You upload bank and credit card statements as PDF, JPG or CSV. Our AI extracts the transactions and suggests a category for each one.
We are made in North America and built here. We build and operate in North America, and we serve only businesses in the United States and Canada.
In-house bookkeeping, no outsourcing.
This business was started by a working bookkeeper who still does the books every day.
Most of the mess we see is the same: months of bank and credit card statements nobody had time to sort, a shoebox of receipts, and a tax deadline getting closer. The sorting is slow. The judgment calls are what matter.
So we use AI for the slow part. It drafts and categorises transactions in a fraction of the time. Add human review and a real bookkeeper checks every entry, fixes what the software got wrong, and asks you about anything unclear. That way you get the speed of AI without trusting your books to it.
AI-Powered, with human review whenever you want it: add a bookkeeper's review with one switch, or choose a human bookkeeper.
You upload bank and credit card statements as PDF, JPG or CSV. Our AI extracts the transactions and suggests a category for each one.
Add human review, or choose Human, and a bookkeeper checks every line, corrects categories, and sends you a short list of questions instead of guessing.
You get clean, reviewed books ready to import into QuickBooks, plus a summary you can share with your accountant.
We are North American made and serve only businesses in the United States and Canada. Your books are reviewed in-house, right here at home. We never ship them off to an outsourced data-entry shop.
The people reviewing your entries work for us. Your statements aren't handed to third-party bookkeeping farms.
Canadian books track GST/HST. US books are structured for your entity type (sole prop, LLC, S-corp) so your tax preparer gets what they expect.
Questions get answered in your working day, by email or chat.
We take the stress off your shoulders.
Staying local is a choice we made on purpose.
Your statements go into a private, login-protected client portal with two-step verification. They're reviewed by our own in-house team and never handed to an outsourced data-entry shop.
We work North American hours, so questions get answered during your business day, not overnight from the other side of the world.
Canadian books track GST/HST (and PST or QST where it applies). US books are set up the way US businesses and their accountants expect. We do bookkeeping only; we don't file tax returns.
We take the stress off your shoulders.
Send us the mess. We'll sort it, a person will review it, and you'll get your evenings back.
Drop in your statements and see the per-page price upfront.