Bookkeeping & Taxes
What’s included
Both plans give you exactly the same bookkeeping. Basic + Taxes adds one thing: we prepare and file your annual business tax return.
| Feature | Basic$39.99/mo | Basic + Taxes$169.99/mo |
|---|---|---|
| No accounting knowledge requiredPlain language throughout | ✓ | ✓ |
| AI-powered categorization | ✓ | ✓ |
| Bank and credit card connectionsAs many as you need, at no extra cost | ✓ | ✓ |
| PDF statement uploadsFirst 3 each month included, then $2 each | ✓ | ✓ |
| Receipts, by photo or upload100 each month included, then $1 per 50 | ✓ | ✓ |
| Vehicles, equipment, furniture and loansDepreciation, amortization and the acquisition entry booked for you | ✓ | ✓ |
| Unlimited tagsJobs, properties, or whatever you track | ✓ | ✓ |
| ReportingWhere the money actually went, in plain language | ✓ | ✓ |
| Works on your phone | ✓ | ✓ |
| Unlimited usersYour partner, your bookkeeper, whoever needs in | ✓ | ✓ |
| Multiple businesses from one loginEach business is its own subscription | ✓ | ✓ |
| Annual business tax return prepared and filed | — | ✓ |
Prices are per business, per month. You keep your own books on both plans; the difference is whether we handle your annual filing.
How it works
Most bookkeeping tools start by asking you to think like an accountant. This one starts by asking what your business does.
Tell us what your business does. That is the setup.
One screen, in your own words. Nothing on it is an accounting question, and there is no step two.
What does your business do?
How do you make money? (optional)
- We have employees
- We carry inventory / sell physical products
- We own vehicles or equipment
- We have business loans or financing
What we never ask you to do
- ✕
Choose a chart of accounts - ✕
Decide if something is an asset or an expense - ✕
Map categories to tax lines - ✕
Know what a debit is
Connect your bank, or drop in a statement
Connect once and it keeps itself fed. Or upload a statement whenever you like, in whatever format your bank gives you.
Drag a file here, or click to browse
PDF, CSV, Excel, or a photo · bank or credit card statement
or
Every month it reads the statement, then walks you through what it could not decide alone
It proposes a category for everything and queues it for your review. Tap an answer, type one, or confirm what it already learned.
AI Assistant
The AI Assistant can get things wrong. Check its suggestions before you post, and ask an accountant if you are unsure.
Want to try it?
Signing in takes less than a minute, just your email, no password required. Once you’re in, upload one of your own bank or credit card statements, or use a sample statement we provide if you don’t have one handy, to see exactly how it works before you decide.
Start free