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Frequently asked questions
You upload your bank or card transaction data, and our experts manually review and organize the records.
Then, we generate a detailed CSV/PDF report, ensuring your finances are structured and easy to manage.
Yes! All plans support multiple bank accounts.
While we do not directly handle tax filing, our reports are structured to be easily submitted to your accountant or used for tax preparation purposes.
Yes! We offer flexible options:
- One-time $29 Trial (up to 50 transactions, no subscription required)
- After Trial: 30% OFF first month when subscribing
- 3-Month Subscription → 1 month FREE
- 1-Year Subscription → Up to 25% OFF + bonus services like free tax consultation
Each plan comes with a monthly transaction limit (e.g., Basic = 100 transactions, Standard = 500 transactions). If you exceed your plan’s limit, you will be charged an additional $0.50 per extra transaction.
For example, if you’re on the Basic Plan (100 transactions) but process 150 transactions, you will incur an additional charge of 50 × $0.50 = $25.
No hidden fees. Clear, flat pricing and no long-term obligation.
Simplified Accounting – More Time for Your Business
Upload your transactions, and we’ll take care of the rest.
Get expert-reviewed, hassle-free bookkeeping with clear financial reports