AI does the grind · people own the result

You became the accounting department — and you never applied for the job.

Daybook is a full accounting firm for your business. Forward what lands in your inbox and a real team turns it into books you can trust — no software to learn, no spreadsheet to maintain.

Real double-entry books, current to yesterday. Reviewed by your accounting team, signed off by a CPA.

Rowan Roastery
  • You

    Forwarded a receipt — from your phone, on the way out of the supply store.
  • Daybook

    Categorized: Office Supplies · Staples · $84.12 — matched to your card feed.

Reviewed & posted — a CPA on your team · June closed

The pain

The shoebox at the end of the year.

Receipts pile up in a drawer, an email folder, a wallet — until tax time turns into a scramble to reconstruct a year of spending. Entering them by hand was never actually the job you wanted.

The resolution

Forward it once. That's the whole job.

Forward a receipt from your phone, or hand your own Daybook address to a vendor as your billing email — we capture, extract, and file it against the transaction. Reviewed, never guessed.

  • Captured the moment it lands
  • Matched to the bank or card transaction
  • Filed and ready — nothing to re-enter at tax time
The pain

You don't actually know your numbers.

Not sure what you made this month, what you owe, or what's coming due — because the only place that would tell you is three weeks out of date, if it's updated at all.

  • You

    What's my profit so far this month?
  • Daybook

    $6,140.00 net, through yesterday — every entry behind it is one click away.
  • Cash on hand

    $18,230.00
  • Tax set aside

    $4,220.00
The pain

Tax dread, all year round.

A surprise bill every spring, a scramble to find deductions after the fact, and a nagging feeling you're paying more than you should because nobody set anything aside.

$4,220.00

Set aside, as you earn

Estimated taxes owed, computed from your real books — not guessed at once a year.

Categorized for the forms you'll actually file

Every deduction tagged as it happens, not reconstructed in April.

The pain

A chart of accounts you never finished setting up.

Software promised to make this easier and instead handed you a half-configured system, a pile of “uncategorized” transactions, and a login you dread opening.

01

Connect your accounts

Link your bank, card, and payroll once. We do the rest — no chart of accounts to build.

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 — books always current to yesterday.

c/fNo new system, no half-finished setup — three things, and we handle the rest.

b/fNow, who's actually accountable for it.

The pain

An unreliable bookkeeper — or no bookkeeper at all.

A rotating cast, a slow reply, a book that goes quiet for a quarter. When something looks wrong, there's no one clearly on the hook to fix it.

  • Bookkeeping

    Daily, not monthly

    Keeps transactions categorized and reconciled, daily — 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

What it's worth

The hours back, and the peace of mind.

  • Books current to yesterday

    Current every morning — not weeks later.

  • Back each month

    The bookkeeping you no longer touch.

  • All year, not just April

    Set aside and filed, no spring scramble.

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 explainable.

Every row below ties to how we actually work — not a marketing table.
  • Our approachDaybookAI does the grind, people own the result.
    Who does the work
    AI drafts, your team reviews
    How current the books are
    Current to yesterday
    Someone accountable if it's wrong
    A CPA, always
    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
    Someone accountable if it's wrong
    Just you
    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
    Someone accountable if it's wrong
    Usually
    How price is set
    Hourly or flat retainer

c/fA firm that's fast and explainable, not one or the other.

b/fNow, who this is actually built for.

Built for owner-run businesses with steady, recurring activity.

Roughly $500K–$3M in revenue, real monthly transaction volume, and straightforward books — no heavy inventory, no commingled personal spending. If that's not you, we'll say so honestly.

Venture-backed and tracking runway to your next raise instead? See the page built for startups →

Common questions

What owners ask before switching.

By invitation · limited openings

Get the books off your plate for real.

Tell us about your business — we'll tell you honestly if we're the right fit. By invitation, a limited number of new businesses each quarter.