AI bookkeeping with professional control

Get the books prepared. Keep judgment in the right hands.

Simple Tax AI organizes bank statements and supporting evidence, prepares routine coding, and sends flagged exceptions to the Simple Tax AI accounting team for review before approved work reaches the books.

See PricingHow It Works

For businesses that need clearer books and accounting firms that need more review capacity.

Monthly close - review queue
01
Bank statements and evidenceFiles retained with the company workspace
Collected
02
AI-prepared codingRecurring activity drafted; exceptions separated
Review
03
Approved accounting outputPosting remains behind a review gate
Controlled
Source linkedSee the evidence
Exceptions firstReview uncertainty
Approval gateBefore posting
One workspaceDocuments and bookkeeping context
Draft firstAutomation prepares the work
Professional reviewFlagged exceptions reviewed
Clear scopePlans from $50 per month

Choose your starting point

One control model. Two different buyer problems.

Business owners need timely, understandable books. Accounting firms need a repeatable way to prepare more work without widening review risk.

For businesses

Stop reconstructing the month after it ends.

Bring statements, receipts, invoices, and operating reports into one reviewable close. See what is ready and what still needs your answer.

  • Cleaner monthly records
  • Visible open questions
  • Industry-specific context
Explore the business workflow

For accounting firms

Move preparation forward before senior review begins.

Standardize document intake and routine coding while routing new, unsupported, or unusual activity to the responsible reviewer.

  • Separate client workspaces
  • Review by exception
  • Reusable client context
Explore the firm workflow

The product in practice

From source evidence to a controlled accounting result.

The product follows the monthly work already performed by businesses and accountants: collect, prepare, review, approve, and book.

  • Statements and supporting documents stay connected
  • Business context carries into future review
  • Uncertain items remain visible
  • Approval remains separate from preparation

Industry context matters

A bank line means something different in every operating model.

Restaurants

Explain the net settlement

POS sales, taxes, tips, refunds, delivery fees, and deposits.

Restaurant bookkeeping

E-commerce

Bridge orders to payouts

Sales, refunds, reserves, fees, inventory, and platform timing.

E-commerce bookkeeping

Real Estate

Preserve property context

Rent, deposits, utilities, repairs, loans, and management reports.

Real estate bookkeeping

Professional Services

Separate client and owner activity

Retainers, contractors, reimbursements, software, and projects.

Professional services

Straightforward starting price

Standard bookkeeping starts at $50 per company, per month.

The account count sets the standard plan. Multi-company or multi-dimensional work is scoped before activation.

Up to 5 financial accounts$50/monthCompare all plans

Start with a defined scope

See whether a standard plan fits your monthly close.

Book a Consultation