Sign In Start Free Trial
Standalone GL

Your General Ledger,
Built for Templated Bookkeeping

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.

Start Free Trial See How It Works
Everything You Need
IRS Tax Forms
Rule-Based Categorization
Built-In Engine
✓ Statement Uploaded
Chase Bank • 247 transactions
⚡ Pattern Matching...
Matching 247 transactions
⏳ Ready for Review
Post to GL
Live Demo Click a transaction to see the engine in action
Matching Transaction...
Transaction
Categorized As
Match Confidence
Why This Match:
Suggested from your prior entries in this account

Everything You Need, Nothing You Don't

Parsing

50+ Bank Parsers

Upload PDF statements from Chase, BofA, Wells Fargo, and 47+ more. The parser extracts transactions with industry-leading accuracy.

Engine

Rule-Based Categorization

1,000+ transactions matched in 60 seconds. Create custom rules that apply to future imports automatically.

Tax Forms

IRS Tax Forms

Schedule C, SE, and 4797 auto-generated in authentic IRS format. Map GL accounts to line items once.

Depreciation

MACRS Depreciation

Section 179, bonus depreciation, Section 280F luxury auto limits. Based on IRS Publication 946.

Plaid

Plaid Bank Sync

Connect 12,000+ banks. Transactions import on a daily schedule. Bank-level security with 256-bit encryption.

Reports

Financial Reports

P&L, Balance Sheet, Trial Balance. Filter by date, compare periods, export to Excel or PDF.

Collaborate With Your Accountant

Invite Your Accountant.
Skip the Confusion.

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.

Show, Don't Explain
Your accountant logs in and sees the same transactions, categories, and reports you do. No screenshots, no spreadsheets, no back-and-forth.
Fix Issues Before They Pile Up
Small categorization mistakes can turn into expensive problems at year-end. Your accountant can review your work regularly and correct things early — before they become a costly cleanup job.
They Can Adjust Directly
Your accountant doesn't just look — they can recategorize transactions, update vendors, and fix entries right in the platform. No need to relay instructions.
One Email Invite — That's It
Send an invitation from your dashboard. Your accountant creates an account and joins your team. You stay in control of who has access.
Real Scenario
Instead of this...
"Hey, I categorized a $2,400 payment to Home Depot — is that Office Supplies or should it be something else? Also I have this other charge from..."
"Can you send me the Excel export again? The last one was from October..."
Just do this:
1
Invite your accountant via email
2
They log in and see everything
3
They fix it directly — done
Saves hours of back-and-forth every month
Write-Up Packages

Need to Catch Up on Past Months?

Commitment-based write-up bundles to process historical transactions. Longer commitments unlock bigger savings.

PDF Document Parsing

PDF invoices, receipts & statements

Duration Rate Total Savings
6 mo —
12 mo 3% ($12)
24 mo BEST
25+ mo Pay as you go

Plaid Bank Integration

Scheduled transaction import

Duration Rate Total Savings
6 mo —
12 mo
24 mo MAX
Max 24 months (Plaid partnership limitation)

How Write-Up Packages Work

1
Choose your commitment
2
Upload old statements
3
Engine matches them all
You're caught up

Simple, Transparent Pricing

Start with a base subscription. Add bundles to save more.

Base Subscription

/mo
Rule-based categorization
All GL features
IRS tax forms
MACRS depreciation
Start Free Trial
Add-On Bundles

PDF Document Parsing

PDF invoices, receipts & statements

Duration Rate Total Savings
6 mo —
12 mo 3% ($12)
24 mo BEST
25+ mo Pay as you go

Plaid Bank Integration

Scheduled transaction import

Duration Rate Total Savings
6 mo —
12 mo
24 mo MAX
Max 24 months (Plaid partnership limitation)

Frequently Asked Questions

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.

Ready to Streamline Your Bookkeeping?

Start your 7-day free trial. No credit card required.

Start Free Trial
Click on me to speak or use the keyboard. Click on the keyboard to chat with me by typing.
Business Assistant
Ask Assistant Listening... Thinking... Speaking...
Business Assistant

Business Assistant

Ask me anything!