💼 Business Accounts

Smart organization and categorization for your business finances

Organize your company’s transactions using IRS- and QuickBooks-friendly categories and subcategories—ready for accounting, tax compliance, and reconciliations.

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🧐 Category-based financial clarity

See income and expenses by category and subcategory to understand spending and make better decisions.

🧾 IRS & QuickBooks-friendly categories

Business-ready classification with an accounting structure designed for reports, tax compliance, and reconciliations.

📈 Period reports with clear totals

View totals by month or year (operations, marketing, payroll, taxes, utilities, etc.) and export to Excel/PDF for your accountant.

⚙️ Automation that saves time

Skip manual spreadsheets: upload the statement, let AI categorize, adjust if needed, and generate reports in minutes.