The only general ledger built around deterministic categorization from day one. Upload statements, let the engine match your prior coding, approve and post. Everything you need in one platform.
Upload PDF statements from Chase, BofA, Wells Fargo, and 47+ more. The parser extracts transactions with industry-leading accuracy.
1,000+ transactions matched in 60 seconds. Create custom rules that apply to future imports automatically.
Schedule C, SE, and 4797 auto-generated in authentic IRS format. Map GL accounts to line items once.
Section 179, bonus depreciation, Section 280F luxury auto limits. Based on IRS Publication 946.
Connect 12,000+ banks. Transactions import on a daily schedule. Bank-level security with 256-bit encryption.
P&L, Balance Sheet, Trial Balance. Filter by date, compare periods, export to Excel or PDF.
Job costing, budgets, and class tracking — the tools other platforms reserve for their most expensive plans. Included free during your trial, then $45/month.
Tag every journal line by class, location, or department. Auto-tagging rules apply your dimensions as entries post — no manual coding.
Per-project profitability straight from the ledger, with WIP schedules showing percent-complete and over/under-billing.
Draft, approve, and lock budgets by fiscal year. Compare budget to actuals with variance highlighting on every account.
Track open purchase orders and committed dollars against your budgets — before the invoice ever arrives.
Recurring journal entry templates, prepaid amortization, and depreciation schedules keep month-end close on rails.
Lock closed periods so nothing shifts after you report, and track every reclassification with a full audit trail.
Included in every free trial — no credit card required
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 explaining it over email or phone. Just invite your accountant to see exactly what you're working on.
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 |
Scheduled transaction import
| Duration | Rate | Total | Savings |
|---|---|---|---|
| 6 mo | — | ||
| 12 mo | |||
| 24 mo MAX |
Start with a base subscription. Add bundles to save more.
Job costing, budgets, dimensions & period locks
Included free during your trial. Keep it after you subscribe with one click from your billing page.
PDF invoices, receipts & statements
| Duration | Rate | Total | Savings |
|---|---|---|---|
| 6 mo | — | ||
| 12 mo | 3% ($12) | ||
| 24 mo BEST | |||
| 25+ mo | Pay as you go |
Scheduled transaction import
| Duration | Rate | Total | Savings |
|---|---|---|---|
| 6 mo | — | ||
| 12 mo | |||
| 24 mo MAX |
Yes. This is a complete, standalone general ledger with rule-based categorization, IRS tax forms, financial reports, and more. Everything you need runs in the platform — no other software required.
BYO means you bring your own OpenAI or Anthropic API key for the optional document parsing and Business Assistant features — you pay the provider directly (typically $5–$15/month). Platform Key includes those usages in your subscription — simpler, slightly higher base price. The core categorization engine is deterministic and always included either way.
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.
GL Advanced is our cost accounting module: dimensions and class tracking, job costing with WIP schedules, budgets and budget-vs-actual, purchase commitments, recurring entries with amortization, and period locks. Every free trial includes it at no charge so you can try the full platform. After your trial it's an optional $45/month (or $486/year) on top of the base subscription.
Start your 7-day free trial. No credit card required.
Start Free Trial
Ask me anything!
Message sent!
We'll get back to you soon.
