Bookkeepers spend 60% of their time categorizing transactions. A small business generates 200–500 transactions monthly that each need categorization. QuickBooks auto-categorization is only 60% accurate. Wrong categorization leads to incorrect financial reports and tax filings.
AI transaction classifier that learns from your chart of accounts, achieves 97%+ accuracy after 30 days of learning, and auto-feeds categorized transactions into QuickBooks/Xero — saving bookkeepers 15+ hours weekly.
Bookkeepers managing 10+ small business clients, SMB owners doing their own books, and accounting firms wanting to automate transaction categorization
LLMs achieve near-human categorization accuracy. Plaid enables real-time transaction access. Bookkeeper shortage demands automation. Accounting firms are willing to pay for AI that works.
Per-business: $19/mo (up to 500 txns), $39/mo (2,000 txns), $79/mo (unlimited). Bookkeeper: $12/business/mo (10+ businesses). Annual: 20% discount.
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