Bookkeeping

Your books, categorized every month

Connect your bank once — every transaction is categorized automatically, payroll runs on schedule, and your W2s and 1099s are filed without you lifting a finger.

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What's included

Automatic bank transaction sync

Monthly categorization & reconciliation

Payroll processing

W2 preparation & filing

1099 series preparation & filing

Dedicated bookkeeper support

How it works

How it works — Bookkeeping

Step 1

Connect your bank

Securely link your business accounts once.

Step 2

Transactions auto-categorize

Every transaction is sorted and reconciled monthly.

Step 3

Payroll & filings run on schedule

W2s and 1099s prepared and filed without manual work.

Step 4

Books, always current

Access clean, up-to-date books any time in your dashboard.

InceptaBiz University

Bookkeeping you can actually read.

Categorized transactions are only useful if you understand them. InceptaBiz Uni explains what your books are telling you, and Smart AI CEO can answer questions on your specific numbers.

Ask Smart AI CEO to explain a transaction or category

Video lessons on reading your own books

Free token coupons to get started

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Frequently asked questions

You securely connect your account once; transactions flow in and are categorized automatically every month.

Yes, including 1099 preparation and filing for contractors alongside W2 payroll for employees.

Yes, every plan includes access to a dedicated bookkeeper for questions.

Stop doing books by hand.

Connect your bank and let it run automatically.