Bookkeeping
Bookkeeping keeps your books current every morning — it categorizes every transaction, learns your shop’s patterns, flags anything odd, and preps the quarterly and annual handoff your CPA actually wants. It produces clean books and clean reports; it never moves money and never files for you.
- Pulls transactions from QuickBooks, Stripe, and your bank feed nightly and categorizes them against your chart of accounts
- Auto-applies the high-confidence calls silently, sends only the unsure ones to your review, then learns your answers
- Flags anomalies — duplicate charges, unusual amounts, unknown vendors, a category that suddenly changed
- Runs the month-end P&L with a one-paragraph summary, and tracks expenses against tax categories so tax time is a handoff, not a scramble
- Builds the quarterly and annual CPA package so your accountant gets clean books, not a shoebox
- Sets your books up at signup — automatically on Core and Plus, with 48-hour assisted QuickBooks onboarding on Pro
- Manages the QuickBooks connection itself so you are not the one re-authorizing it
Low-confidence categorizations show up as approval cards on Today. You tap yes/no; Bookkeeping learns your shop's patterns over a few weeks. The month-end P&L lands by email with a one-paragraph summary. It never moves money and never files a return — clean books and a CPA-ready package are the deliverable.
Books go behind because categorizing two hundred transactions at month-end is nobody's favorite hour. Bookkeeping does it nightly so month-end is a review, not a project.