Bookkeeping system

Clear books before the month closes.

Connected accounts, statement uploads, category review, financial reports, and workpapers stay in one focused bookkeeping surface.

Live account scopeP&L and balance sheetClose packet export
Books deskConnect a source to start the books.
Top expensesJune 2026
No sourced expense rows yet
No input needed
Finance locked
Locked: enter the Finance PIN to connect accounts, set book scope, and view autonomous books.
No ledger loadedAuto-run pendingLedger empty June 20260 of 0 accounts in books
Month close source

Upload statement

Connect Plaid first so statements attach to an actual account from the books.
Import behavior

Statement rules

CSV filesRows are stored as statement evidence and auto-matched during reconciliation.
PDF filesRecorded for the month, but not parsed yet. CSV exports are the reliable source for transaction rows.
Best coverageUpload statements when you want extra close evidence; Plaid and Stripe remain the live posting sources.
0 files

Uploaded statements

No statements uploaded yetWaiting