Paying for bookkeeping software... and still doing the bookkeeping?

No — never. You upload a PDF or CSV statement (whatever your bank lets you download), and that's the entire connection between your bank and us. No logins, no linking, no syncing to break.

Up to 3 accounts, every month, at $79 — that's the ongoing price, not a limited-time rate. Upload your statements and you'll get a review-ready, cash-basis Profit & Loss in 5 business days. Need to cover more than 3 accounts? Each additional account is $10/month.

No. $79/month for up to 3 accounts is the price for as long as you're a client, billed monthly — cancel anytime. Each additional account beyond 3 is $10/month. Prefer to pay once a year? Pay upfront and get 12 months for the price of 10 — $790/year instead of $948. And new clients can use code FIRST50 for 50% off their first month.

PDF or CSV statements only. We don't accept photos or screenshots of statements — they're unreliable to read accurately, and we'd rather get your numbers right the first time.

It means your P&L is done, categorized, and reconciled — ready for your eyes. Occasionally we'll flag a transaction we have a question about and note it for you to weigh in on before that cycle finalizes. That's the only back-and-forth involved, and it's optional.

Only if you want to, or if we flag something on our end that genuinely needs your input — like an unclear transaction. Outside of that, everything runs on its own.

A Profit & Loss statement, by month and year-to-date — clean, simple, cash basis. No login required to view it, no extra software. Want a Balance Sheet too? Just ask — see the question below.

Your statements and reports are stored in an encrypted, access-controlled portal that only you can log into — with a one-click emailed link instead of a password to remember.

On request, yes. Our standard monthly deliverable is a Profit & Loss, since that's what we can build directly from your statements. A Balance Sheet needs more — additional information from you about your assets, liabilities, equity, loans, fixed assets, and other balances. If you'd like one, just ask and we'll send a short questionnaire to gather that information; from then on, a Balance Sheet comes with your regular reports.

Cash basis only. We prepare your reports using the bank and credit-card statements — and any other information — you provide, and your Profit & Loss reflects the transactions in those records. No accrual adjustments or unbilled revenue. If your business needs full accrual-basis financials, this service isn't the right fit yet.