AI bookkeeping for SMBs
Bookkeeping you
never touch.
Connect your accounts. We categorize every transaction, write the report, and email it to you on the 1st of every month.
Monthly report · April 2026
Here's where your money went.
Total spend
$47,200
Savings found
Three overlapping software subscriptions add up to $1,800/mo. Want us to flag the duplicates?
How it works
Three steps. Then you stop thinking about it.
Connect
Link your business accounts in under 30 seconds. Plaid-secured, read-only, no credentials on our servers.
Categorize
Every transaction sorted against IRS Schedule C the moment it posts. Edge cases get flagged — not guessed.
Deliver
A monthly report lands in your inbox on the 1st. Numbers, insights, and what to pay attention to. Nothing else.
The monthly report
Everything you'd ask your bookkeeper.
None of the back-and-forth.
What you get
Clean expense report
Every transaction categorized against IRS Schedule C. Export to PDF or hand it to your CPA.
Tax-readiness check
Quarterly estimates projected from real data, not vibes. We flag what's missing before the deadline.
Plain-English insights
Unusual spend, subscription creep, top categories. A paragraph, not a pivot table.
Tax readiness
On track
Q2 estimate: $4,500
Subscriptions
$2,100/mo
14 active · 3 flagged
Top category
Payroll · 59%
Steady month-over-month
What this replaces
$700 a month.
Four hours a week. Gone.
Today
$500 - $700 / mo
Cost of bookkeeping software and human hours.
15th - 20th of the month
Typical delay for reconciled reports.
Manual chasing
Uploading receipts and explaining transactions.
With Cashpian
Recommended$89 / mo
One flat rate for everything. No hidden fees.
1st of the month
Automated reports, delivered while you sleep.
Purely automated
AI learns your business. Set it and forget it.
See your first insights in 5 minutes
The moment you connect your accounts, our AI performs a 6-month historical deep dive. We don't just wait for the future; we help you understand your past immediately.
- Automatic Trend Spotting
- Historical Categorization
Burn analysis
$8.2k/mo avg
Top categories
- SaaS$1,200
- Rent$3,500
- Travel$840
Surprise insight
“You've paid for ‘Zoom Pro’ twice on two different cards for the last 6 months. Potential savings: $180/year.”