We use AI to categorize your transactions automatically. You just answer a few questions. Your books are always tax-ready.
We do the work. You see the results. Then you decide.
Four simple steps to tax-ready books every month
Link your bank accounts through our secure portal. We get read-only access.
Our AI automatically categorizes 90%+ of your transactions. No manual data entry.
Answer a few quick questions about unclear items. Usually takes 5 minutes or less.
Get your monthly P&L and Balance Sheet in your portal. Hand year-end to your CPA.
Everything you need for tax-ready books, nothing you don't
See exactly where your money went. Revenue, expenses, net profit - all categorized.
Know your financial position. Assets, liabilities, and equity at a glance.
Our AI learns your business and categorizes transactions automatically. No spreadsheets.
Upload documents, view reports, pay invoices - all in one place, anytime.
We track contractor payments so you're ready when 1099 time comes.
Hand your CPA a complete package. No scrambling at tax time.
Choose the level of access that's right for you
Up to 3 bank/credit card accounts included
For those who want to see everything
Additional bank or credit card accounts: $10/month each
We reward easy onboarders and confident decision-makers
We'll do your first month's bookkeeping completely. You'll see your full P&L and Balance Sheet. Then you decide if you want to subscribe.
No commitment. No risk. Just results.
Switching from another bookkeeper? If your current books are up to date and accurate, your first month with us is completely free.
We reward clients who make our job easy.
See your first month FREE. No commitment required.
Get Started TodayQuestions? Email us at hello@aiautomatedbookkeeping.com