Your accounting team, every day

Your books, done — every day, without you.

Daybook is your accounting team: a bookkeeper and a CPA who use AI to do the busywork, so your team can do more for you, faster. Connect your accounts or forward a receipt, and your books stay current every day.

Your cash, runway, and taxes owed — reviewed by your team, signed off by a CPA. Nothing posts to your books until a real person has looked at it.

See it work

Forward a receipt. Watch it get handled.

Snap a photo, forward an email, or hand out your Daybook inbox address as a vendor's billing email. We pull the vendor, amount, and category, match it to the right transaction, and file it — reviewed by your team. Nothing left for you to do.

of entries reviewed by a real accountant before posting
100%
of entries reviewed by a real accountant before posting
books current every day — not weeks later
Daily
books current every day — not weeks later
in books ever posted without sign-off
$0
in books ever posted without sign-off

Connects with what you already use

Connects with what you already use

  • Plaid bank feeds
  • Stripe
  • Gusto payroll
  • Mercury
  • Ramp
  • QuickBooks import & migration
…and a team behind it

AI does the drafting. Your team makes it true.

Every question you ask and every entry the AI drafts is reviewed by real accountants. A person owns what matters. That's the difference between an app and a firm doing your books.

  • You

    Is this supplier invoice deductible?
  • Your accountant

    Booked to COGS, fully deductible — attached it to the entry so it's ready at tax time.

June closed & reviewed · nothing needed from you

Categorized by AI, reviewed and signed off by your accounting team.

Who's on your books

A real team, not a ticket queue.

Every step has an owner — bookkeeping, CPA review, and the relationship — so you always know who's accountable and why.

  • Bookkeeping

    Daily, not monthly

    Keeps transactions categorized and reconciled, every day — the grind so you never see it.

    Posts the drafts
  • CPA review

    Judgment calls

    Signs off on what matters — judgment calls, deductibility, anything the AI flags for review.

    Authorized signer
  • Your point of contact

    One person, always

    Owns the relationship end to end — the person to call when something doesn't look right.

    Owns the relationship
How it works

Three things to do. We handle the rest.

01

Connect your accounts

Link your bank, card, and payroll once. Transactions flow in and reconcile on their own.

02

Forward what lands elsewhere

Receipts, invoices, that one weird expense — send it any way. We book it correctly.

03

Ask us anything

Plain-English questions, real answers from your team — plus books always current every day.

Why Daybook

Not another app. Not a slow bookkeeper.

DIY software still leaves the work to you. A traditional or outsourced bookkeeper is slower and less visible. Daybook is a firm that's AI-fast and always easy to check — the books are done and you can see exactly how.

  • Our approachDaybookAI does the grind, people own the result.
    Who does the work
    AI drafts, your team reviews
    How current the books are
    Every day
    Easy to check, anytime
    Every entry traceable
    A CPA reviews your books
    Always
    Handles multiple entities & accrual accounting
    Included
    How price is set
    By book complexity, everything included
  • DIY softwareYou do the books yourself, in an app.
    Who does the work
    You do
    How current the books are
    As current as you keep it
    Easy to check, anytime
    Not included
    A CPA reviews your books
    Not included
    Handles multiple entities & accrual accounting
    Manual setup
    How price is set
    Per seat / feature tier
  • Traditional bookkeeperOne person, working on their own schedule.
    Who does the work
    They do, on their schedule
    How current the books are
    Monthly, often late
    Easy to check, anytime
    Not included
    A CPA reviews your books
    Included
    Handles multiple entities & accrual accounting
    Extra engagement
    How price is set
    Hourly or flat retainer
  • Outsourced bookkeepingA rotating team you rarely see.
    Who does the work
    A rotating team
    How current the books are
    Monthly
    Easy to check, anytime
    Not included
    A CPA reviews your books
    Included
    Handles multiple entities & accrual accounting
    Extra engagement
    How price is set
    Per transaction volume

What it's worth

Books current every day — not weeks later
Current
Books current every day — not weeks later
Back each month — the bookkeeping you no longer touch
~20 hrs
Back each month — the bookkeeping you no longer touch
Set aside and filed, all year — no spring scramble
Tax-ready
Set aside and filed, all year — no spring scramble

See what your own books would show.

Takes minutes to connect — no commitment, no card required to look.

In their words

What it's like to hand this off.

Illustrative examples using our demo personas.

  • I used to do the books at midnight after closing the shop. Now I forward receipts from my phone and my accountant catches anything that needs my judgment.

    Sarah Chen

    Owner, Rowan Roastery

    Sample
  • When our investors asked for diligence, it was a download, not a project. The books were already clean and easy to check.

    Priya Nair

    Founder, Halcyon

    Sample

Sample quotes for design purposes — replaced with real, consented customer voices before public launch.

The kinds of businesses on our books — illustrative marks, not actual clients.

Sample business names shown for design purposes only — not real Daybook customers.

Security & your data

Your books are yours. Guarded like it.

Bank-level encryption

Encrypted in transit and at rest; read-only bank connections that can't move your money.

A CPA accountable

A licensed accountant reviews and signs off — you always see who, or what, touched a number.

You own your data

Export your full books anytime. Leaving is a download, never a hostage situation.

Nothing quietly changed

Every entry is traceable and permanent — corrections are new entries, never a silent edit.

Everything a firm does — included.

No feature tiers, no “upgrade to unlock.” You get the whole firm from day one and pay for how complex your books are, never for which features you're allowed to use.

  • Bookkeeping
  • Payroll
  • Accrual accounting
  • Multiple entities
  • Tax set-aside & filing
  • A CPA on your team
Switching from QuickBooks

What moving to Daybook looks like.

No parallel bookkeeping, no lost history — a firm handles the move for you.

Day 1

Forward your logins

Read-only access to your current books and bank feeds — nothing moves yet.

Days 2–4

We migrate your history

Prior transactions and balances come across into your new books.

Days 4–5

Your CPA reconciles & reviews

Your CPA checks the migration ties out before anything goes live.

By the 5th

Clean, current books

You're on Daybook, current every day, with nothing left behind.

Common questions

The things switchers ask.

Straight answers, not sales language.

Still unsure? Talk to a real accountant — not a sales rep.

See your numbers.

Connect your accounts and watch the books come current — in minutes. Then let your team keep it true.