Track Business Expenses from Bank Transactions Automatically
Connect your bank once. AI categorizes every business expense and generates tax-ready reports — no manual entry, no spreadsheets.
Start Free Trial — $18/moNo credit card required to connect your bank. Cancel anytime.
Plaid & YodleeAI CategorizationTax-Ready ExportCategory ManagementCSV & PDF
Pro Plan
$18
/month · billed monthly
- ✓Unlimited bank connections
- ✓AI expense categorization
- ✓Tax-ready PDF & CSV reports
- ✓Custom category rules
- ✓Priority email support
Frequently Asked Questions
How does the bank connection work?
We use Plaid and Yodlee — the same technology trusted by major banks — to securely read your transactions. We never store your banking credentials.
How accurate is the AI categorization?
Our AI correctly categorizes over 90% of transactions on the first pass. You can review, correct, and set custom rules so it learns your spending patterns over time.
Can I export reports for my accountant?
Yes. Export tax-ready summaries as PDF or CSV at any time, filtered by date range or category — exactly what your accountant needs at tax time.