We Talked to Accountants. Here's What They Said.
These aren't hypothetical pain points — they came directly from a practicing accountant's actual workflow.
The Problem
- 1
Hours Lost Per Client, Every Month
A single client with 300 monthly transactions can eat 3–4 hours of manual categorization. Multiply that across a full client roster.
- 2
Clients Send Everything at Once
A full year of bank statements arrive in February. By the time you're through, you're already behind on the next client.
- 3
No Memory Between Jobs
You've categorized "Office Depot" and "Staples" as Office Supplies a hundred times. Every new CSV file starts from scratch — the same decisions, over and over.
Our Solution
- 1
Upload Once, Categorized in Minutes
Drop in a CSV from any bank. AI categorizes every transaction immediately — 300 rows done before you'd finish the first 10 manually.
- 2
Batch the Backlog
Upload a full year of statements at once. The AI processes all of it. You review the edge cases, not the obvious ones.
- 3
It Learns Your Rules
Correct a category once and the system remembers it. "Comcast Business" is always Utilities. "WeWork" is always Rent. Every future CSV picks that up automatically.
How It Works
Get started in minutes with our simple process
Train With Past Data
Optional but powerful: upload previously categorized transactions so the AI learns your existing rules. The more history you provide, the more accurate it gets from day one.
Upload Your CSV
Export transactions from your bank and upload the CSV file. Our system automatically detects the format from any bank.
AI Categorizes
Our AI analyzes each transaction, matching patterns and descriptions to assign accurate categories in seconds.
Review & Export
Review the categorized transactions, make any adjustments, and export the results for your accounting software.
Everything You Need
Powerful features designed for accounting professionals
AI-Powered Accuracy
95%+ confidence threshold ensures only highly accurate categorizations are auto-applied.
Universal CSV Support
Works with CSV exports from any bank with intelligent format detection.
Smart Learning
System learns from your corrections to improve future categorizations.
Multi-Client Management
Organize transactions by clients and businesses for easy management.
Category Analytics
View spending breakdowns and patterns across categories and time periods.
Flexible Export
Export categorized transactions to CSV or Excel for your accounting software.
Built With Accountants, Not Just For Them
We've been working side-by-side with a small accounting firm in Los Angeles — logging real friction points, sitting with real workflows, building fixes for real problems. Every feature started as an actual complaint from a practicing accountant.
Built from Real Workflows
Every feature was identified through hands-on sessions with a practicing accountant — not assumptions from engineers.
Direct Feedback Loop
We're actively building with accounting professionals right now. Your feedback shapes what ships next — and we respond to every message.
Founding Member Access
Early users lock in a permanent discount and get direct access to the team building the product.
- Data encrypted in transit and at rest
- Your data is never shared or sold
- Delete your account and data anytime
Simple, Transparent Pricing
Start free and upgrade when you need more. No hidden fees.