TransactionFlow
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Standalone GL

Your GL,
But Make It Smart

The only general ledger built for AI categorization from day one. Upload statements, let AI handle the rest. No QuickBooks required.

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No QBO Required
IRS Tax Forms
AI Categorization
Benji - Your AI Bookkeeper
AI-POWERED GL
✓ Statement Uploaded
Chase Bank • 247 transactions
⚡ AI Processing...
Categorizing 247 transactions
⏳ Ready for Review
Post to GL
LIVE AI DEMO
Click a transaction to see AI in action
AI Analyzing Transaction...
Transaction
AI Categorized As
Confidence
AI Reasoning:
Matched similar transactions

Everything You Need, Nothing You Don't

50+ Bank Parsers

Upload PDF statements from Chase, BofA, Wells Fargo, and 47+ more. AI extracts transactions with 99%+ accuracy.

AI Categorization

1,000+ transactions categorized in 60 seconds. Create custom rules that auto-apply to future imports.

IRS Tax Forms

Schedule C, SE, and 4797 auto-generated in authentic IRS format. Map GL accounts to line items once.

MACRS Depreciation

Section 179, bonus depreciation, Section 280F luxury auto limits. Pub 946 compliant.

Plaid Bank Sync

Connect 12,000+ banks. Transactions auto-import daily. Bank-level security with 256-bit encryption.

Financial Reports

P&L, Balance Sheet, Trial Balance. Filter by date, compare periods, export to Excel or PDF.

Collaborate With Your Accountant

Invite Your Accountant.
Skip the Confusion.

You're managing your own bookkeeping — and that's great. But when you need a second opinion or run into something you're not sure about, don't waste time trying to explain it over email or phone. Just invite your accountant to see exactly what you're working on.

Show, Don't Explain
Your accountant logs in and sees the same transactions, categories, and reports you do. No screenshots, no spreadsheets, no back-and-forth.
Fix Issues Before They Pile Up
Small categorization mistakes can turn into expensive problems at year-end. Your accountant can review your work regularly and correct things early — before they become a costly cleanup job.
They Can Adjust Directly
Your accountant doesn't just look — they can recategorize transactions, update vendors, and fix entries right in the platform. No need to relay instructions.
One Email Invite — That's It
Send an invitation from your dashboard. Your accountant creates an account and joins your team. You stay in control of who has access.
Real Scenario
Instead of this...
"Hey, I categorized a $2,400 payment to Home Depot — is that Office Supplies or should it be something else? Also I have this other charge from..."
"Can you send me the Excel export again? The last one was from October..."
Just do this:
1
Invite your accountant via email
2
They log in and see everything
3
They fix it directly — done
Saves hours of back-and-forth every month
Write-Up Packages

Need to Catch Up on Past Months?

Commitment-based write-up bundles to process historical transactions. Longer commitments unlock bigger savings.

PDF Document Parsing

PDF invoices, receipts & statements

Duration Rate Total Savings
6 mo —
12 mo 3% ($12)
24 mo BEST
25+ mo Pay as you go

Plaid Bank Integration

Automated transaction import

Duration Rate Total Savings
6 mo —
12 mo
24 mo MAX
Max 24 months (Plaid partnership limitation)

How Write-Up Packages Work

1
Choose your commitment
2
Upload old statements
3
AI categorizes all
You're caught up!

Simple, Transparent Pricing

Start with a base subscription. Add bundles to save more.

Base Subscription

AI categorization
All GL features
IRS tax forms
MACRS depreciation
Start Free Trial
Add-On Bundles

PDF Document Parsing

PDF invoices, receipts & statements

Duration Rate Total Savings
6 mo —
12 mo
24 mo BEST
25+ mo Pay as you go

Plaid Bank Integration

Automated transaction import

Duration Rate Total Savings
6 mo —
12 mo
24 mo MAX
Max 24 months (Plaid partnership limitation)

Frequently Asked Questions

No! This is a standalone general ledger. You don't need any other accounting software. Everything runs in our platform.

BYO means you bring your own OpenAI API key and pay OpenAI directly (typically $5-15/month for categorization). Managed means we include AI costs in your subscription - simpler, but slightly higher price.

We support 50+ banks including Chase, Bank of America, Wells Fargo, Citi, Capital One, US Bank, and more. With Plaid integration, you can connect to 12,000+ institutions.

Ready to Automate Your Bookkeeping?

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