1 Login
app.example.com/login

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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.

Already have an account? Log in

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

Good evening, Sarah

You have 2 businesses

Mountain View Plumbing

Plumber LLC
Created Mar 15, 2026

Sarah's Coffee Shop

Coffee Shop Sole Proprietor
Created Mar 20, 2026
+
Add a business
5 Business Detail (Empty)
app.example.com/businesses/mountain-view-plumbing
← Back
Your 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
← Back
Your businesses / Mountain View Plumbing

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
← Back
Your businesses / Mountain View Plumbing

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.

Choose an account

AI suggested: Job Materials
Top alternatives:
8 All Caught Up
app.example.com/businesses/mountain-view-plumbing/complete
← Back
Your businesses / Mountain View Plumbing

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
← Back
Your businesses / Mountain View Plumbing

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

Good evening, Sarah

You have 2 businesses

Mountain View Plumbing

Plumber LLC
Created Mar 15, 2026

Sarah's Coffee Shop

Coffee Shop Sole Proprietor
Created Mar 20, 2026
+
Add a business
11 Earth Theme — Transactions
app.example.com/businesses/mountain-view-plumbing/review
← Back
Your businesses / Mountain View Plumbing

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
← Back
Your businesses / Mountain View Plumbing

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 ✓
End of preview