by Open Mind Archives
Stop wasting hours on bookkeeping. AI categorizes your transactions in seconds with high accuracy. IRS-compliant forms generated automatically.
Not just buzzwords. Real machine learning that gets smarter with every transaction you process.
Upload PDF bank or credit card statements. Works with 50+ banks including Chase, BofA, Wells Fargo, and more.
Machine learning analyzes transaction patterns, identifies categories, and automatically assigns vendors — all with high accuracy in seconds.
Review AI categories and vendor assignments, make corrections if needed, and post to your GL or QuickBooks. Each correction makes the AI smarter.
See how AI categorizes an actual transaction
Everything you need to stay on top of your finances, taxes, and IRS compliance — so you don't miss a thing.
Visual insights into your business at a glance. Track revenue, expenses, cash flow, and profitability with beautiful charts and real-time data.
Dynamically calculated quarterly estimated tax payments based on your actual financials. Know exactly how much to set aside for each IRS payment deadline — no more surprises at tax time.
Create and manage depreciation schedules for all your business assets. MACRS, Section 179, bonus depreciation, and Section 280F luxury auto limits — all IRS Publication 946 compliant.
Track your business mileage and vehicle expenses the IRS way. Log trips, compare standard mileage rate vs. actual expenses, and know which deduction method saves you more.
Calculate your home office deduction with both the simplified method and regular method (Form 8829). Enter your square footage and expenses — we handle the IRS math.
AI automatically assigns vendors to every transaction — something most bookkeepers and business owners skip, which creates major headaches at 1099 time. Track 1099 expenses per vendor with smart payment method filtering.
Create amortization schedules for any business loan. Automatically expense interest and track principal payments. Perfect for SBA loans, equipment financing, and more.
Built-in bank reconciliation with intelligent matching to avoid duplicates. Cross-reference transactions between accounts automatically.
No more guessing how to book expenses paid from personal funds. Our guide shows exactly how to treat money paid from personal bank accounts, debit cards, and credit cards.
You don't need to be an accountant or bookkeeping expert. Our built-in tools help you stay compliant and confident.
Peace of mind for S-Corp owners. Our compliance engine checks your business against IRS regulations — federal rules, state-specific requirements, payroll obligations, and filing deadlines. Know you're doing everything right without being a tax expert.
Learn the rules and regulations as you go. Our built-in guide explains how to treat different types of transactions, what categories to use, and the IRS rules behind each decision — all connected directly to the software.
Still unsure? Ask Benji — our AI voice assistant that knows every page, every button, and every workflow. Talk naturally, get step-by-step guidance, and never feel lost navigating the software.
We're constantly building new features because we believe business owners deserve tools that help them run their business more efficiently in an AI-ready world. Our mission is to give you everything you need — without the complexity or the price tag.
Early adopters get access to all current and upcoming features at the same price. While some advanced add-ons may be offered separately in the future, we're committed to packing as much value as possible into every plan.
Professional accounting tools built for the AI generation. No bloat, no complexity.
AI categorizes your transactions and automatically assigns vendors in seconds — so your books are ready for 1099 season from day one.
Schedule C, SE, and 4797 auto-generated in PDF format
Two-way sync with QuickBooks Online. Push categorized transactions instantly.
Connect 12,000+ banks and credit unions. Transactions auto-import daily.
IRS Publication 946 compliant. Section 179, bonus depreciation, luxury auto limits.
A voice-first AI assistant that knows every button on every page. Ask anything — Benji guides you through workflows in plain English.
Generate Profit & Loss, Balance Sheet, and Trial Balance reports instantly. Filter by date, compare periods, export to Excel or PDF.
See all features in action
Start Free TrialStart with a base subscription. Add bundles to save more.
Bring Your Own OpenAI API Key AI Included — No API Key Needed
Choose Your Setup:
For accounting professionals
Add these bundles to your base subscription. Longer commitments unlock bigger savings.
For businesses with PDF invoices, receipts & statements
| Duration | Monthly Rate | Total Price | Savings |
|---|---|---|---|
| 6 months | — | ||
| 12 months | |||
| 24 months BEST VALUE | |||
| 25+ months | Pay as you go |
Automated transaction import from your bank
| Duration | Monthly Rate | Total Price | Savings |
|---|---|---|---|
| 6 months | — | ||
| 12 months | |||
| 24 months MAX |
Both options include every feature. With BYO, you use your own OpenAI API key and pay OpenAI directly for AI costs. With Managed, AI is fully included — no setup, no extra bills. Same powerful features, different AI pricing model.
See how much time and money you'll save
ROI:
See what real users are saying about their experience
Our streamlined workflow takes you from raw bank statements to IRS-ready tax forms with minimal effort.
Upload bank and credit card statements as PDF files. Our parser automatically detects the bank format and extracts transactions.
Review extracted transactions. AI suggests categories based on patterns. Create rules for automatic categorization of future transactions.
Approve transactions and sync to QuickBooks Online with one click. Or use our standalone general ledger for complete bookkeeping.
Generate IRS tax forms, P&L statements, and balance sheets instantly. Export to PDF or Excel. Ready for tax season.
Your business insights at a glance - real-time data, beautiful charts, actionable insights
Hey! I see you're on the Transactions page. Want me to walk you through categorizing your first batch? Just click any row to get started.
Benji is your voice-first AI assistant who knows every page, every button, and every workflow in TransactionFlow. No manuals, no support tickets — just ask.
Talk to Benji naturally. He listens, understands context, and responds with clear voice guidance — hands-free help while you work.
Benji knows exactly which page you're on and what actions are available. He gives relevant tips, not generic answers.
From your first login to generating tax forms, Benji walks you through every step so you're never lost.
Managing multiple clients? Our Accountant Hub gives you multi-client dashboards, team management, and professional-grade tools all in one place.
Whether you're a solo bookkeeper or managing multiple clients, TransactionFlow scales with your practice.
Automated statement parsing and categorization eliminates manual data entry. Process a year of statements in minutes, not hours.
Our intelligent parser handles complex statement formats with industry-leading accuracy. Built-in validation ensures your numbers always balance.
Organize clients by team. Each client has their own chart of accounts, bank accounts, and reports. Per-client subscription model.
Tax forms match official IRS specifications. MACRS depreciation follows Publication 946. Section 179 and 280F limits are always current.
Bank Formats Supported
Parsing Accuracy
Faster Processing
IRS Compliant
Commitment-based write-up bundles to process historical transactions. Longer commitments unlock bigger savings.
PDF invoices, receipts & statements
| Duration | Rate | Total | Savings |
|---|---|---|---|
| 6 mo | — | ||
| 12 mo | 3% ($12) | ||
| 24 mo BEST | |||
| 25+ mo | Pay as you go |
Automated transaction import
| Duration | Rate | Total | Savings |
|---|---|---|---|
| 6 mo | — | ||
| 12 mo | |||
| 24 mo MAX |
Join accounting professionals who are saving hours every week with intelligent automation. Start your free trial today - no credit card required.