Accounting Suite
Statements in. Clean monthly books out. Anything uncertain gets flagged — never guessed.
What it does
Upload your bank and card statements from your phone — CSV, PDF, or just photos of a paper statement. The Accounting Suite reads every single line and automatically organizes your entire financial life into one clean, categorized file: each transaction labeled for what it actually is — Expense, Cost of Goods Sold, owner's draw, equipment, subcontractor pay — sorted and structured the way an accountant would build it. Understand what that replaces: a bookkeeper's whole afternoon, every month. Even a sharp analyst who lives in Excel is giving your shoebox of statements hours of skilled labor to get to a clean categorized ledger — and most owners never get one at all until April. Then it closes your month: P&L, vendor summaries, a 1099 watch on the subcontractors you'll need to report, and a clean tax handoff your accountant will thank you for.
The part that makes it trustworthy: nothing enters your books until it's checked. Anything it isn't sure about is reviewed instead of silently guessed. Draws stay separated from expenses. Periods are labeled from your actual records — the system will never stamp a year on a report it can't prove. Each quarter a Balance Sheet is published from your closed books, and each year's tax package downloads as one .zip for your accountant.
Then ask it anything. Because your books live in one organized, remembered place, your money becomes something you can query — just ask the Tax Agent, in plain English, on your Accounting Suite page: What did I spend with that one supplier this month versus the same month last year? How is revenue trending month over month — and is COGS climbing faster than it should? Which vendor crept up on me this year? It already holds your history, so the answer comes back about your business, not a generic example. You can even ask about the tax rules you're wondering about — how a new equipment purchase, a vehicle, or a home-office question typically applies to a business like yours — and get a plain-English explanation grounded in your own books. (Tax answers are informational, not filed advice — your accountant stays your accountant; this just means you walk in speaking the same language.)
- Every transaction auto-categorized and labeled — Expense, COGS, draws, equipment — into one organized file
- Replaces hours of skilled manual sorting every single month
- Uncertain lines flagged for review; zero silent guessing
- Nothing enters your books until it's checked — anything uncertain is reviewed, never guessed
- P&L, vendor summaries, 1099 watch, a quarterly Balance Sheet and a yearly tax package
- Ask the Tax Agent anything: vendor spend year-over-year, month-over-month revenue and COGS, the vendor that crept up on you
- Tax questions answered in plain English, applied to your books — informational, accountant-friendly
- Feeds the Accounting dashboard and your CEO's money answers
Why it saves you time and money
A bookkeeper runs $300–$500 a month and still emails you questions. DIY means a shoebox in April and a bigger accountant bill. This closes the month as you go, and your accountant gets a clean, organized handoff — which is the cheapest an accountant will ever be.
Why it's different
Auto-categorization in mainstream tools guesses silently — you find the mistakes at tax time. This suite's defining feature is that it refuses to guess: uncertainty is surfaced, approval is yours, and the audit trail of what was approved and when is kept. It's built the way you'd want your books built — conservative, reviewable, honest.
You stay in control
Nothing enters your books until it's checked — anything uncertain is reviewed, never guessed.
How to use it
Where things are
Open Accounting Suite from your Home screen. The page runs top to bottom: Your numbers → Send statements → Your dashboard → Tax Agent → Financial Planner → Your reports.
1. Send your statements each month
On Send statements, pick the Account class and upload:
- the CSV from your bank's or card's website (fastest);
- the PDF statement; or
- photos of a paper statement — up to 12 photos, every page at once, in page order (10 MB each).
Add the closing balance if you have it; it feeds your cash on hand. The same statement is never counted twice, even if you send it as a scan and again as a PDF.
2. Check what was read
Each statement lands in your Statement inbox. Tap Read it here to see the lines. A scanned statement carries a note to check every date and amount against the paper. You can also just download any statement as a CSV or Excel file — handy for your own records.
3. We close the month
Lines are categorized automatically. Anything uncertain is reviewed by us instead of guessed. Then your P&L, vendor summaries and 1099 watch list update.
4. Read your numbers
Your numbers shows the month and year to date. Each quarter we publish your Balance Sheet from your closed books. On Your dashboard, pick how each chart shows — bar, pie, pareto or trend — and tap Save.
5. Ask the Tax Agent
Type plain-English questions about your own books: "How much did I pay subcontractors this year?", "Which vendor costs went up?" Answers cite their sources and are information, not tax advice. Your CEO can find them later too: ask it "what do you remember about …" and you'll see "You asked the Tax Agent: …".
6. Plan with the Financial Planner
See cash on hand and your card balance, set a savings rate, add savings goals, and tap Plan with your CEO to turn one into a plan.
7. Hand your accountant the package
Under Your reports, download the tax package for the year as one .zip.
New here? Follow the Getting Started guide.
One staff, one memory, one rule: you approve anything that goes out the door. Every agent shares what the others know — a quote becomes a number, the number shows up in your CEO's Today card — and your data lives in your business's own private, isolated vault with a tamper-evident audit trail. See Data & Privacy for exactly how we protect it.