01
Connect your accounts
Link your business bank and credit cards securely through Plaid. Transactions flow in automatically—no CSV files or manual uploads.
Bookkeeping built for founders, not accountants
Your books, done. Your business, clear.
Connect your bank, answer a few simple questions, and get accurate monthly books without learning accounting or chasing a bookkeeper.
Designed for 5–10 minutes a monthSecure bank connection through Plaid
Monthly close
Your books are almost done
Bank activity syncedDone
Transactions categorizedDone
Owner expenses identifiedDone
Balances checkedDone
Your one task
Review 3 transactions we could not confidently place
About 2 minutes. We will remember your answers next month.
Net profit
$12,840
Cash flow
$15,120
Owner benefit
$17,460
5–10 min
Designed monthly owner time
Plaid
Secure bank connections
One list
Everything needing attention
Every month
Clear owner reporting
Bookkeeping should not be a monthly crisis
Stop paying for waiting, chasing, and confusion.
Most founders do not need more accounting software. They need the bookkeeping finished, on time, with a clear answer about how the business is doing.
The old way
Another thing to manage
$400–$500 every month for routine bookkeeping
Weeks of waiting to know last month’s numbers
Email back-and-forth about mystery transactions
Reports full of terms that do not help you run the business
BooksOnAutopilot
One short monthly check-in
AI handles the repeatable work and learns from your answers
Reminders keep the month from slipping three weeks behind
One simple list tells you exactly what needs your attention
Plain-English reporting shows profit, cash, and owner benefit
Three steps. Then get back to work.
From bank connection to finished books.
Setup is guided from the first click. We help you choose only the categories your business actually needs, then automate more as the system learns.
02
Answer a few plain-English questions
We suggest the right categories and only ask about transactions we cannot confidently handle. No guessing through an accountant’s chart of accounts.
03
Close the month and get your report
Finish a short checklist, then see profit, cash flow, owner benefit, and the health of your business in language you actually understand.
AI that finishes the work
You make the judgment calls. We do the bookkeeping.
There is no blank screen and no maze of accounting menus. The system brings you the few decisions that actually require the owner.
Categorize routine activity
The system suggests the correct treatment, learns vendor patterns, and applies your saved rules consistently.
Collect exceptions in one inbox
Transfers, owner activity, unusual purchases, and uncertain transactions are separated from the easy work.
Keep the month moving
Timely reminders show what is waiting on you, what the system completed, and what still blocks the monthly close.
Keep real double-entry books underneath
The experience stays simple for the owner while balanced entries, an audit trail, and close controls protect the accounting.
Numbers for an owner, not an accountant
Know what the business is really doing for you.
A profit-and-loss statement is only part of the story. Your monthly owner report connects profit with cash flow, owner-paid benefits, targets, and an optional valuation estimate.
This month compared with your year-to-date average
Key results shown as a percentage of sales
Plain-English explanations and practical next steps
Net profit
$12,840
What the business earned after its true operating costs.
Cash flow
$15,120
What actually moved in and out of the bank this month.
Net owner benefit
$17,460
Profit plus the optional expenses and benefits the business pays for you.
Valuation estimate
$436K
A transparent estimate based on owner benefit and your chosen multiple.
Never wonder whether the books are done.
Each month has a finish line. You see exactly what remains, complete your short list, approve the close, and receive the report—without waiting for someone to email you back.
March close
Everything important in one checklist
Bank feeds are current
Completed automatically
Routine expenses categorized
47 transactions completed
Review uncertain transactions
3 quick decisions
Approve and close March
Final owner approval
Questions, answered simply
You should not need an accounting degree to understand your books.
Do I need to know bookkeeping?
No. The product is designed around normal business language. Accurate double-entry books run underneath, but you do not have to learn debits, credits, or accounting software to use it.
How much time will this take each month?
The goal is about 5–10 minutes for a straightforward small business. You review the exceptions and approve the month; the system handles the repetitive work and remembers what it learns.
How do my bank transactions get into the books?
You securely connect supported bank and credit-card accounts through Plaid. New activity syncs into one review queue, where the system suggests how each item should be treated.
What is net owner benefit?
It shows more than accounting profit. It adds back qualifying owner perks and optional expenses—such as certain vehicle, phone, travel, or insurance costs—so you can understand what the business is truly providing to its owner.
Get back to running your business
Your bookkeeping should take minutes—not hang over you all month.
Connect your accounts, finish your short list, and know exactly where the business stands.