Bookkeeping · Bank transaction categorization for bookkeepers
Turn bank lines into correct entries, faster.
Rules and past decisions match your regular transactions, clients answer questions about the rest, and a person reviews before posting.
How Bookkeeping works
Bank lines arrive from Finance
Rules and past decisions match what they can
Clients answer questions by link
A person reviews, then it posts
What changes
From how it usually goes, to how it could go.
Without it
You code the same transactions by hand every month.
With it
Rules and repeated approved decisions match them, exact amounts only.
Without it
Long email threads to ask a client what a payment was.
With it
A link where the client explains it, with no account needed.
Without it
Months later, nobody knows why something was coded that way.
With it
Each posted item keeps a locked record of how it was decided.
What it does
What you get with Bookkeeping
Bookkeepers, accounting practices and in-house finance teams.
Rules
Match by counterparty, account, direction and amount range. A person approves every rule.
Learning from history
Repeated approved decisions can become a match, with exact amounts only.
Client questions
Email a client a link to explain transactions, with no account needed.
Review queue
Approve, reject or ask for more information.
Optional auto-posting
Off by default. Turn it on with your own limit for exact matches.
A decision record
Each posted item keeps a locked record of how it was decided.
Connected
Bookkeeping doesn’t work alone.
Your apps share the same people, customers, products and ledger, so work carries across without retyping.
What it doesn’t do yet
We’d rather you know now. These aren’t part of this app today.
- AI or fuzzy matching. Matching is exact only
- Importing statements inside Bookkeeping. Import them in Finance
Straight answers
Questions about Bookkeeping
Who is Bookkeeping for?
Bookkeepers, accounting practices and in-house finance teams.
What does Bookkeeping connect to?
Finance: Bank lines come from Finance, and journals post back to it. Task Management: Reviews can appear as tasks.
What doesn’t Bookkeeping do yet?
These aren’t part of it today: AI or fuzzy matching. Matching is exact only. Importing statements inside Bookkeeping. Import them in Finance.
Do I have to use every app to use Bookkeeping?
No. Use only the apps you need and add more later. Each person sees only the apps you give them.
Used for
Businesses that could use Bookkeeping
Try Bookkeeping with your own business.
Create your organization and turn on only the apps you need, or tell us about your business first.