A streamlined workflow takes you from raw bank statements to IRS-ready tax forms with minimal effort.
Upload bank and credit card statements as PDF files. The parser detects the bank format and extracts transactions.
Review extracted transactions. String-match hints surface categories based on prior coding patterns. Create rules to keep future transactions consistent.
Approve transactions and post to your general ledger with one click. Your books stay current and ready for tax season.
Generate IRS tax forms, P&L statements, and balance sheets instantly. Export to PDF or Excel. Ready for tax season.
Your business insights at a glance — real-time data, charts, and actionable reporting.
Every task a human bookkeeper does — templated, rule-matched, and available around the clock.
Typical cost: $50–100/hour
Starting at $35/month
No buzzwords. Deterministic string-match rules that get more accurate as you keep building them.
Upload PDF bank or credit card statements. Works with 50+ banks including Chase, BofA, Wells Fargo, and more.
The engine reads each transaction's merchant and description, suggests a category based on your prior coding rules, and assigns the vendor — all in seconds. You stay in control of every entry.
Review categories and vendor assignments, make corrections if needed, and post to your general ledger. Each correction adds a new rule for next time.
See how the engine categorizes an actual transaction
Everything you need to stay on top of your finances, taxes, and IRS compliance — so you don't miss a thing.
Visual insights into your business at a glance. Track revenue, expenses, cash flow, and profitability with charts and real-time data.
Calculated quarterly estimated tax payments based on your actual financials. Know exactly how much to set aside for each IRS payment deadline — no more surprises at tax time.
Create and manage depreciation schedules for all your business assets. MACRS, Section 179, bonus depreciation, and Section 280F luxury auto limits — all IRS Publication 946 compliant.
Track your business mileage and vehicle expenses the IRS way. Log trips, compare standard mileage rate vs. actual expenses, and know which deduction method saves you more.
Calculate your home office deduction with both the simplified method and regular method (Form 8829). Enter your square footage and expenses — we handle the IRS math.
Vendors are assigned to every transaction via string-match rules — something most bookkeepers and business owners skip, which creates major headaches at 1099 time. Track 1099 expenses per vendor with payment method filtering.
Create amortization schedules for any business loan. Expense interest and track principal payments. Perfect for SBA loans, equipment financing, and more.
Built-in bank reconciliation with calculated matching to avoid duplicates. Cross-reference transactions between accounts with a clear audit trail.
No more guessing how to book expenses paid from personal funds. The guide shows exactly how to treat money paid from personal bank accounts, debit cards, and credit cards.
You don't need to be an accountant or bookkeeping expert. Built-in tools help you stay compliant and confident.
Peace of mind for S-Corp owners. The upcoming compliance module will check your business against IRS regulations — federal rules, state-specific requirements, payroll obligations, and filing deadlines.
Learn the rules and regulations as you go. The built-in guide explains how to treat different types of transactions, what categories to use, and the IRS rules behind each decision — all connected directly to the software.
Still unsure? Ask your Business Assistant — a voice helper that knows every page, every button, and every workflow. Talk naturally, get step-by-step guidance, and never feel lost navigating the software.
New features keep arriving — business owners deserve tools that help them run their business more efficiently. The mission: give you everything you need without the complexity or the price tag.
Early adopters get access to all current and upcoming features at the same price. While some advanced add-ons may be offered separately in the future, every plan is packed with as much value as possible.
Professional accounting tools — deterministic by design. No bloat, no complexity.
The engine suggests a category and vendor for each transaction based on your prior coding — you stay in control and approve before posting, so your books match how you keep them.
Schedule C, SE, and 4797 auto-generated in PDF format.
Connect 12,000+ banks and credit unions. Transactions import daily on a schedule with bank-level security.
Connect 12,000+ banks and credit unions. Transactions import on a daily schedule.
IRS Publication 946 compliant. Section 179, bonus depreciation, luxury auto limits.
A voice-first helper that knows every button on every page. Ask anything — your Assistant guides you through workflows in plain English.
Generate Profit & Loss, Balance Sheet, and Trial Balance reports instantly. Filter by date, compare periods, export to Excel or PDF.
See all features in action
Start Free TrialThe deterministic categorization engine is included in every plan. For optional document parsing and the Business Assistant — both powered by third-party providers like OpenAI and Anthropic — pick how you want to pay.
Best for: power users, high-volume firms
Best for: solo practitioners, getting started
Start with a base subscription. Add bundles to save more.
Bring Your Own OpenAI or Anthropic API key for document parsing & assistant Document parsing and assistant included — no API key needed
For accounting professionals
Add these bundles to your base subscription. Longer commitments unlock bigger savings.
For businesses with PDF invoices, receipts & statements
| Duration | Monthly Rate | Total Price | Savings |
|---|---|---|---|
| 6 months | — | ||
| 12 months | |||
| 24 months BEST VALUE | |||
| 25+ months | Pay as you go |
Scheduled transaction import from your bank
| Duration | Monthly Rate | Total Price | Savings |
|---|---|---|---|
| 6 months | — | ||
| 12 months | |||
| 24 months MAX |
Both options include every feature. With BYO, you use your own OpenAI or Anthropic API key for document parsing and the Business Assistant — you pay the provider directly for those calls. With Platform Key, those usages are fully included in your subscription. Same powerful features, different billing model. Core categorization is deterministic and always included.
See how much time and money you'll save
ROI:
See what real users are saying about their experience
Hey! I see you're on the Transactions page. Want me to walk you through categorizing your first batch? Just click any row to get started.
Your Business Assistant is a voice-first helper that knows every page, every button, and every workflow in TransactionFlow. No manuals, no support tickets — just ask.
Talk to your Assistant naturally. It listens, understands context, and responds with clear voice guidance — hands-free help while you work.
Your assistant knows exactly which page you're on and what actions are available. It gives relevant tips, not generic answers.
From your first login to generating tax forms, your Assistant walks you through every step so you're never lost.
Managing multiple clients? The Accountant Hub gives you multi-client dashboards, team management, and professional-grade tools all in one place.
Whether you're a solo bookkeeper or managing multiple clients, TransactionFlow product of Nalepa Labs™ scales with your practice.
Rule-driven statement parsing and categorization eliminates manual data entry. Process a year of statements in minutes, not hours.
Our deterministic parser handles complex statement formats with industry-leading accuracy. Built-in validation ensures your numbers always balance.
Organize clients by team. Each client has their own chart of accounts, bank accounts, and reports. Per-client subscription model.
Tax forms match official IRS specifications. MACRS depreciation follows Publication 946. Section 179 and 280F limits are regularly updated.
Bank Formats Supported
Parsing Accuracy
Faster Processing
IRS Aligned
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 |
Join accounting professionals who are saving hours every week with templated workflows and calculated bookkeeping. Start your free trial today — no credit card required.
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