Simplify your bookkeeping workflow
Transaction categorization, simplified
Send your clients a magic link. They drag and drop transactions into the right buckets. You review and export straight to QuickBooks.
Magic Links
No client login required. Send a secure link and they are ready to categorize.
Drag & Drop
Clients drag transactions into category buckets. No accounting knowledge needed.
QuickBooks Sync
Import uncategorized transactions and export updates directly to QuickBooks.
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