Double-Entry Accounting

Balanced debits and credits, chart of accounts, full audit trail. Every transaction is correct by construction.

Bank Sync

Connect your bank accounts via Plaid, or import CSV/PDF statements from AmEx, Citi, and Truist.

Tax Ready

Schedule C summary, 56 US jurisdictions including territories, Act 60 support, quarterly estimates, and CPA export.

AI-Powered

Claude suggests account categories and writes plain-English financial summaries. You always approve.

Invoicing

Create, send, and track invoices with PDF generation. Mark paid with automatic journal entries.

1099 Contractors

Track payments, W-9 status, $600 filing threshold. Annual 1099-NEC summary report with PDF export.

How It Works

1

Request Access

Request an invite to the private GitHub repo. We'll add you as a collaborator.

2

Configure

Setup wizard for your entity type, state, filing method, and tax year.

3

Start Tracking

Connect your bank via Plaid or import statements. AI helps categorize everything.

Built With

Next.js 15SupabaseDrizzle ORMPlaidClaude AITailwind CSSshadcn/uiZod