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Tabby

verifiedFreemiumusetabby.com

AI bookkeeping assistant for self-employed people and small business owners wanting expenses categorized and taxes tracked automatically.

What it does

Tabby is an AI bookkeeping tool built by a CPA for self-employed people, realtors, gig workers, and small business owners. Once a bank account is connected, it automatically categorizes transactions, separates personal from business spending, flags tax deductions, and answers plain-language questions like what a user owes in taxes. It also offers a one-click migration path from QuickBooks.

How to use: To use Tabby, first create an account using your email and verify it with an OTP. Next, securely connect your business and personal bank accounts and credit cards. Once connected, Tabby automatically processes and organizes all your transactions, income, and expenses, providing tax-ready reports in one place.

Core features

Automatic bank transaction categorization with claimed 99% accuracy
Deduction finder that flags eligible tax write-offs from expenses
Real-time expense tracking and spending insights
Smart matching of bank transactions to receipts and invoices
Conversational Q&A about cash flow, taxes owed, and unpaid invoices
One-click QuickBooks migration importing up to 36 months of history

Best for

Automating monthly bookkeeping for a freelancer or gig worker
Finding missed tax deductions before filing season
Separating personal and business expenses on shared accounts
Migrating an existing QuickBooks account to a simpler tool

Pricing

Free
Standard
$29/mo
Professional
$39/mo
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