USA · Product features
AI accounting software for US small businesses
Every feature US small businesses need — Plaid 11,000+ bank feeds, AI categorization at 95%+ accuracy, 1099-NEC e-file, Avalara multi-state sales tax, SOC 2 Type II, QuickBooks/Xero/Wave migration. Free Plan covers the basics; Pro at $39.99/month unlocks the AI agent.
US bank feeds — Plaid 11,000+
- Chase, Bank of America, Wells Fargo, Citi, US Bank, Capital One, regional banks and credit unions
- Brex, Ramp, Mercury, Divvy corporate cards
- Stripe, Square, PayPal, Shopify Payments merchant processors
- Auto-refresh nightly; re-auth flow when banks rotate tokens
- Direct connect for major banks; aggregator fallback for the long tail
US tax compliance — built in
- 1099-NEC tracking + IRS e-file (Free Plan up to 3 contractors, unlimited on Pro)
- 1099-MISC for rents, royalties, other income
- Multi-state sales tax via Avalara AvaTax (Pro+)
- Marketplace facilitator handling (Amazon, Etsy, eBay)
- Quarterly estimated tax (1040-ES) with 110%/100% safe-harbor calc
- Section 179 + bonus depreciation for capital equipment
AI accounting agent
- 95%+ categorization accuracy, learns from your patterns
- Anomaly flagging — duplicate vendor, off-pattern transaction, suspicious refund
- Bill OCR scan via email forwarding or mobile photo
- Auto-reconciliation of bank transactions against bills and invoices
- Included on every plan (Free Plan includes free AI credits to get started)
Migration from incumbents
- QuickBooks Online (QBO file or CSV)
- Xero (Xero Tax Standard export)
- Wave (CSV bundle)
- FreshBooks (CSV bundle)
- Auto-map chart of accounts, customers, vendors, items, opening balances, history
Trust & compliance
- SOC 2 Type II (current cert, report available from /trust-center)
- AES-256 encryption at rest, TLS 1.3 in transit
- AWS US-East hosted, daily off-region backups
- BAAs available for healthcare clients
- Free data export to CSV/QBO/Xero, 90-day read-only window after cancellation
USD multi-currency + global commerce
- Bill in any currency, hold USD as base
- Auto FX gain/loss at IRS-acceptable rate per period
- Customer + supplier in different currencies, both reconciled in USD home books
Reporting + financial statements
- GAAP-compliant P&L, Balance Sheet, Cash Flow, Trial Balance
- Customizable management dashboards
- Class tracking (4 categories, 100 options each)
- Multi-location + project-level P&L
- Accountant-ready exports for tax prep season
CPA & tax-prep workflows
- CPA Practice tier — per-client pricing, batch close, unlimited firm staff
- ProAdvisor-equivalent partner program
- Read-only books for tax preparer review
- Year-end close checklist + reconciliation reports
US features — frequently asked
See it in your books
Free Plan, no credit card. Pro at $39.99/month.
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