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 or PDF. 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: it proposes, you approve. Anything it isn't sure about is flagged for your review instead of silently guessed, and nothing is written into your books until you've approved the batch. 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.

Then ask it anything. Because your books live in one organized, remembered place, your money becomes something you can query — just ask, in plain English, from the same chat bar as your CEO: 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
• Proposal queue: nothing enters your books without your approval
• P&L, vendor summaries, 1099 watch, tax-season handoff package
• Ask 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

Every categorization batch is approved by you before it becomes your books.

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