You're handing us your financial life. Here's how we earn that.
Two promises: we protect your data the way money data should be protected, and we make sure the books themselves are right — with a real person accountable for every number.
- of entries reviewed by a real CPA before posting
- 100%
- of entries reviewed by a real CPA before posting
- posted entries ever edited — a correction is a new entry
- 0
- posted entries ever edited — a correction is a new entry
- in books ever posted without sign-off
- $0
- in books ever posted without sign-off
Your data, handled the way money data should be.
- Encrypted in transit and at rest.(full details published after our independent security review)
- Only the people who need access have it, and there's a trail of who did what.(full details published after our independent security review)
- Bank connections run through established, read-only aggregation — we see your transactions, never your banking password.(full details published after our independent security review)
- We never put your data where it doesn't belong, and we never sell it.(full details published after our independent security review)
- Your data is yours — export it, or bring your history over, any time you want.
The safest thing we can give you is books that are actually right.
Correct, auditable books aren't something we bolt on — they're how the whole thing is built. Every entry has to balance. History is never edited; a correction is a new entry that points back to the original. A real accountant signs off before anything's final, and every number traces to its source. Clean and true — the only kind that counts.
May · Profit & Loss
Marketing
3 entries behind this number
- Brightline Print Co.$1,800.00
Categorized by AI · reviewed by your CPA · posted May 3
Source: Receipt → - Meridian Ads$1,530.00
Categorized by AI · reviewed by your CPA · posted May 9
Source: Bank transaction → - Wren & Co. Signage$1,140.00
Categorized by AI · reviewed by your CPA · posted May 21
Source: Bank transaction →
May · Balance Sheet
Accounts receivable
2 open invoices behind this number
- Fieldstone Design Co. — Invoice 1042$7,400.00
Invoiced May 12 · due Jun 11 · reviewed by your CPA
Source: Invoice → - Northlight Studio — Invoice 1043$5,000.00
Invoiced May 28 · due Jun 27 · reviewed by your CPA
Source: Invoice →
This month’s close · May
Acme Studio
- Bank accounts reconciled
- Cards reconciled
- Transactions categorized
- 1 question for you
“The $3,200.00 laptop — a regular expense, or equipment you’ll use for years?”
Daybook suggested: Equipment— big-ticket purchases you’ll use for years are usually tracked here.
Evidence attachedSigned off by your CPA - Accrual entries posted (invoices & bills)
- Tax set-aside calculated
- Reviewed & posted by your CPA
- Closed, tax-ready
There's always a name behind your numbers.
AI drafts, but a real accountant reviews and signs off on your books. Ask why a number is what it is, and a person can answer you — with the trail right there behind it.
The Accurate Books Guarantee.
If our error causes a mistake in your books, we find it, fix it, and make it right — free. That's not a disclaimer buried in a contract. It's how we think about being accountable for your numbers.
Covers errors in work Daybook performed and posted. Does not cover errors in information you provided.
What people ask before they hand us the books.
Straight answers, not policy language.
Still unsure? Talk to a real accountant — not a sales rep.
Questions about how we handle your data?
Ask us anything before you decide. We'd rather answer it now than have you wonder later.