Business:
Import Bank Statement
Upload a CSV exported from your bank. Supported: Chase, Bank of America, Wells Fargo, Citi, generic CSV with Date / Description / Amount columns.
Drop CSV here or click to browse
Bank statements are processed locally. Only the description text is sent to AI for categorization (no account numbers).
Transactions
| Date | Description | Amount | Category | Notes |
|---|
No transactions yet. Import a bank statement above.
Financial Reports
Reports follow AICPA-style presentation (cash basis). For accrual basis, you'll need to add adjusting entries — flag this for the CPA review step.
Chart of Accounts
Default categories follow IRS Schedule C / Form 1120 lines. Edit, add, or delete to fit your client's business.
Settings
Privacy reminder: All bookkeeping data is stored in this browser's localStorage. It does NOT leave your computer except: (1) when you copy/export, (2) when AI categorization is enabled, only the transaction description and amount are sent to your AI proxy.