Tell us about your business, upload bank and credit card statements, and we do the rest. AutoBookkeeperAI drafts monthly, quarterly, and yearly Profit & Loss, Balance Sheet, and Cash Flow statements — with Schedule C / Form 1065 / Schedule E mapping — ready for you or your CPA to review.
Drop in CSV exports or PDF statements from any checking, savings, or credit card account. No bank login required.
Transfers between your own accounts and credit card payments are matched automatically so they never get double-counted as income or expense.
Every transaction is categorized to a Schedule C line using merchant rules and AI, with a confidence score — low-confidence items go to a quick review queue.
Generate DRAFT P&L, Balance Sheet, and Cash Flow for any month, quarter, or fiscal year — plus comparative columns across the year. Export CSV or print-ready HTML/PDF.
Enter the opening/closing balance from your statement and AutoBookkeeperAI flags any variance between computed and stated balances.
No bank feed setup, no manual ledger entry. A typical month of statements processes in under a minute.