Connect your bank accounts. Wake up to AI-categorized transactions. Review, approve, and generate tax-ready reports — all in under 5 minutes a day.
Good morning, Sarah
Total Balance
$47,230
+12.3%
Income (MTD)
$18,400
+8.1%
Expenses (MTD)
$12,680
-5.2%
AI Hours Saved
24 hrs
This month
Amazon Web Services
Software & SaaS-$420.00
98%
Gusto Payroll
Payroll-$5,800.00
99%
Stripe Payout
Revenue+$12,400.00
97%
Google Ads
Advertising-$850.00
95%
WeWork
Rent & Office-$2,200.00
94%
From daily transaction processing to year-end tax prep — Kept handles the tedious work so you can focus on growing your business.
Transactions automatically categorized every morning with 96%+ accuracy. AI learns from your corrections.
Create natural language rules like "If merchant contains AWS, categorize as Software." AI applies them instantly.
30/60/90-day AI-powered projections with low-balance alerts and risk analysis.
Track lifetime spend, YoY comparisons, payment history, and 1099 compliance for every vendor.
P&L, Balance Sheet, Cash Flow, and Tax Summary — generated in seconds, export to CSV or Excel.
Schedule C deduction mapping, quarterly estimates, 1099 vendor tracking — all automated.
Every morning, Kept processes your new transactions — categorizing expenses, cleaning merchant names, and flagging anomalies. When you correct a category, the AI remembers and improves.
Amazon Web Services
-$420.00
Uber Eats
-$34.50
Adobe Creative Cloud
-$54.99
Software spend is up 12% this quarter. Adobe renewed at the same rate — no price increase detected.
Create rules in plain English. "If the merchant contains AWS, categorize as Software." Kept applies them instantly to past and future transactions.
If Merchant contains "AWS"
Then Categorize as Software & SaaS
If Amount greater than $1,000
Then Flag for review
If Merchant contains "Costco"
Then Split 70% Business / 30% Personal
AI Suggestion
You categorize "Zoom" as Software every time. Create an auto-rule?
AI-powered cash flow projections that go beyond charts. Get natural language forecasts, risk alerts, and actionable recommendations.
Cash In
$36,800
Cash Out
$24,200
Net Flow
+$12,600
Your recurring expenses of $18,200/mo are well covered by projected income. Cash position strengthens through June with an expected 15% revenue increase.
Set up in 60 seconds. See results by tomorrow morning.
Link your bank accounts securely via Plaid. Checking, savings, and credit cards — all in 60 seconds.
Our AI processes up to 50 transactions every morning — categorizing, cleaning descriptions, and identifying merchants.
Approve AI categories with one tap, generate reports in minutes, and stay tax-ready year-round.
Start free. Upgrade when you're ready. No surprises.
For freelancers and small businesses getting started.
For growing teams that need full power.
Real results from real business owners.
“Kept saves me 6+ hours a week. I used to dread categorizing transactions — now I just review what the AI already did. Game changer.”
Sarah K.
Freelance Designer
“The vendor intelligence alone is worth it. I can see exactly how much I spend with each supplier and track 1099 compliance automatically.”
Marcus T.
E-commerce Owner
“I manage books for 12 clients. Kept cut my monthly close time in half. The AI categorization is remarkably accurate.”
Jennifer L.
CPA, Lakeside Accounting
Join thousands of small businesses saving hours every week with AI-powered financial management.
14-day free trial · No credit card required