The way it usually goes
- Books pile up untouched until tax season panic
- No live view of profit — decisions made on gut and bank balance
- A bookkeeper feels like overkill; doing it yourself feels like a second job
- Receipts and statements scattered across inboxes and downloads
- Handing the accountant a mess (and paying them to untangle it)
What founder bookkeeping looks like
An agency founder can sit down once a month, upload the statements, approve the review queue, run the close checklist, and be done before the coffee is — with a live P&L for the rest of the month instead of a quarterly surprise.
Shipped features, not promises
Everything below is in the product today — try all of it in the free trial.
Upload → categorized
Drop in bank and card statements and the AI codes the whole batch. Anything it’s unsure about waits in a review queue for you — it never guesses silently.
A chart of accounts that grows honestly
If the right account doesn’t exist, the AI proposes creating it and you approve — no junk-drawer "Miscellaneous" bloat.
Real-time P&L
P&L, balance sheet, and general ledger update the moment entries post. Know how the month is going while it’s still the month.
Bank reconciliation
Match books against statements in guided rec sessions, so the numbers you look at are numbers you can trust.
A close you can actually finish
The closing checklist finds what’s unfinished and the AI run clears the mechanical work — lock the period and move on.
Bring your accountant
Multi-user roles let your accountant work in the same books — no exports, no shoebox handoff.