Your books,
one chat at a time.
Type a question about your expenses, invoices, or financial reports. Get a straight answer from an AI that knows double-entry bookkeeping, chart of accounts, and tax prep basics.
I'm an AI assistant, not a CPA — but I can help you organize your numbers and make sense of them.
Start Chatting →I paid $340 for new office chairs. How should I categorize this?
It's a sole proprietorship. No employees, just me.
For a sole proprietorship, I'd put this under "Office Furniture & Equipment" (a sub-account of Fixed Assets if over your capitalization threshold, or Office Expenses if under). Since it's $340, many small businesses expense it directly. Want me to help you figure out your capitalization threshold, or should we draft a simple chart of accounts for your setup?
Open Any Drawer
Each tab is a topic you can chat about. Pick one, type a question, and the conversation goes from there.
Expense Categorization
Tell me what you spent money on and I'll help you file it under the right account. I use standard chart of accounts categories and adapt to your business type.
Invoice Drafting
Describe the work you did and who it's for. I'll structure a professional invoice with line items, payment terms, and all the details you need — ready to copy into your invoicing tool or spreadsheet.
Financial Reports
Give me your numbers and I'll help you build a profit & loss statement, balance sheet outline, or cash flow summary. I can also explain what each line means in plain English.
Tax Season Prep
I'll help you organize your records before you meet with your accountant. Common deductions, quarterly estimate reminders, and checklists — all through conversation.
Note: I'm not a tax professional. I can help you organize and understand basics, but always confirm with a CPA for filing.
How It Works
Three steps. No software to install. Just a chat window.
Describe Your Business
Tell me if you're a freelancer, LLC, or sole proprietor. What industry? Cash or accrual basis? I'll tailor every answer to your setup.
Type Your Question
Paste a list of expenses, describe a transaction, ask for an invoice template, or request a P&L breakdown. Plain English works fine.
Use the Output
Copy the categorized expenses, invoice text, or report into your spreadsheet, accounting tool, or records. Come back anytime with follow-ups.
From the Chat Log
Real reactions from people who've used this assistant.
"I dumped 3 months of receipts into the chat and it sorted them into accounts in like two minutes. Saved me a Sunday afternoon."
— Marcus, freelance videographer"I asked it to explain accrual vs. cash basis like I'm five. It actually made sense for once. Now I know which one I should be using."
— Dana, Etsy shop owner"It drafted an invoice for me and reminded me to add late payment terms. Little things I always forget."
— Raj, IT consultantFrequently Asked
No, and it shouldn't. I'm an AI that knows bookkeeping fundamentals — categorization, double-entry basics, report structures, common deductions. But I can't sign a tax return, give certified financial advice, or access your actual bank accounts. Think of me as the organized assistant who preps everything before your CPA meeting.
Freelancers, sole proprietors, small LLCs, side hustles, Etsy sellers, consultants — basically any small business that needs help organizing their financial records. I'll ask about your business type at the start so I can give you relevant categories and advice.
No. This is a chat assistant — it doesn't connect to external software or databases. But I can explain how to set up categories in QuickBooks, Wave, or a spreadsheet, and I can help you format data that's easy to enter into those tools.
I don't store your data between sessions or share it anywhere. That said, use common sense: don't paste full bank account numbers or SSNs. Round numbers or use descriptions ("I made about $5k in January") if you want to be cautious. You'll still get accurate advice.
I'm specifically configured for small business bookkeeping. I'll ask the right follow-up questions (business type, accounting method, entity structure) instead of giving generic answers. My responses follow standard chart of accounts conventions and I know to flag when something needs a real accountant's eye.
Your books are waiting.
No signup forms, no onboarding wizard. Just type what you need help with and we'll figure it out together.
Ask Your First QuestionAvailable on AURVEK · Chat-based AI assistant