How the books work
You host. We license.
CSV drop, entity tags, cash basis, 1040-ES estimates. Never e-file.
CSV drop
Bank in is a file you drop into your instance. CSV on Connections, on your machine. Manual accounts as backup. Optional Kraken for crypto, with your keys on your instance. We do not run a bank pipe for you.
Entity tags
Tag money as personal, sole prop, LLC, or S-Corp. Same life, separate books. You override the tag when it is wrong.
Cash basis
Cash basis MVP. Count the money when it moves.
1040-ES estimates
US tax estimates only. Federal and pluggable state, Arizona first. Built so you can see a 1040-ES-style estimate. We do not e-file. You can always override categories and tax assumptions.
What it is not
- Not e-file.
- We do not host ledgers.