1 Login
app.example.com/login

Sign in to your account

2 Sign Up
app.example.com/signup

Create your account

This service uses AI to categorize your transactions and provide bookkeeping insights. Your financial data is processed by AI systems to deliver the service.
3 Welcome (New User)
app.example.com/welcome
📋

Welcome! Let's get started

Create your first business to get started with AI-powered bookkeeping.

4 Business List
app.example.com/businesses
5 Business Detail (Empty)
app.example.com/businesses/mountain-view-plumbing

Mountain View Plumbing

Plumber LLC

Import transactions

📄
Drop your bank statement here
or browse files · OFX, QFX, CSV supported

Review transactions

No transactions yet. Upload a bank statement to get started.
6 Transaction Review
app.example.com/businesses/mountain-view-plumbing/review

Mountain View Plumbing

Plumber LLC

Import transactions

Done! 12 transactions imported. 8 need your review.
Upload another file

Review transactions

4 of 12 categorized 33%
Mar 15, 2026 -$847.50
HOME DEPOT #4521
AI suggests
High confidence
Large purchase at Home Depot is consistent with construction materials for client jobs.
7 Account Correction
app.example.com/businesses/mountain-view-plumbing/correct

Mountain View Plumbing

Plumber LLC

Import transactions

Done! 12 transactions imported. 8 need your review.

Review transactions

4 of 12 categorized 33%
Mar 15, 2026 -$847.50
HOME DEPOT #4521
AI suggests
High confidence
Large purchase at Home Depot is consistent with construction materials for client jobs.
8 All Caught Up
app.example.com/businesses/mountain-view-plumbing/complete

Mountain View Plumbing

Plumber LLC

All caught up!

12 transactions categorized

100%
Reviewed (12)
  • HOME DEPOT #4521
    -$847.50
  • SMITH RESIDENCE
    +$1,250.00
  • SHELL GAS #8812
    -$68.40
  • FERGUSON PLUMBING
    -$312.88
  • JOHNSON KITCHEN REMODEL
    +$3,400.00
  • STATE FARM INSURANCE
    -$189.00
  • VERIZON WIRELESS
    -$85.00
  • OFFICE DEPOT #2219
    -$42.15
  • GARCIA BATHROOM REPAIR
    +$875.00
  • LOWES #3344
    -$156.30
  • QUICKBOOKS SUBSCRIPTION
    -$35.00
  • PROPERTY MGMT DEPOSIT
    +$2,100.00
9 Dark Theme — Transactions
app.example.com/businesses/mountain-view-plumbing/review

Mountain View Plumbing

Plumber LLC

Import transactions

Done! 12 transactions imported. 8 need your review.
Upload another file

Review transactions

4 of 12 categorized 33%
Mar 15, 2026 -$847.50
HOME DEPOT #4521
AI suggests
High confidence
Large purchase at Home Depot is consistent with construction materials for client jobs.
10 Warm Theme — Business List
app.example.com/businesses
11 Earth Theme — Transactions
app.example.com/businesses/mountain-view-plumbing/review

Mountain View Plumbing

Plumber LLC

Import transactions

Done! 12 transactions imported. 8 need your review.
Upload another file

Review transactions

4 of 12 categorized 33%
Mar 15, 2026 -$847.50
HOME DEPOT #4521
AI suggests
High confidence
Large purchase at Home Depot is consistent with construction materials for client jobs.
12 Bold Theme — Completion
app.example.com/businesses/mountain-view-plumbing/complete

Mountain View Plumbing

Plumber LLC

All caught up!

12 transactions categorized

100%
Reviewed (12)
  • HOME DEPOT #4521
    -$847.50
  • SMITH RESIDENCE
    +$1,250.00
  • SHELL GAS #8812
    -$68.40
  • FERGUSON PLUMBING
    -$312.88
  • JOHNSON KITCHEN REMODEL
    +$3,400.00
  • STATE FARM INSURANCE
    -$189.00
  • VERIZON WIRELESS
    -$85.00
  • OFFICE DEPOT #2219
    -$42.15
  • GARCIA BATHROOM REPAIR
    +$875.00
  • LOWES #3344
    -$156.30
  • QUICKBOOKS SUBSCRIPTION
    -$35.00
  • PROPERTY MGMT DEPOSIT
    +$2,100.00