Paper bank statements dissolving into clean, glowing rows of categorized financial data on a laptop at night

AI bookkeeping · month-end close

Close the books without the grunt work.

Paste a bank or card export. AutoBooks categorizes every transaction, builds your P&L summary, flags the anomalies, and hands you a month-end close checklist — the part that eats your evenings, done in seconds. Built on Astra AI.

Paste & go · No account needed · Nothing stored

It's the last day of the month again — and nothing's categorized.

A thousand lines of "STRIPE PAYOUT" and "AMZN MKTP" you have to sort by hand. Again.

01

The export is a wall of noise.

Cryptic merchant codes, duplicate charges, the personal lunch that snuck onto the business card. Every line is a tiny decision — and there are hundreds of them.

02

The close drags into the weekend.

Reconciling, re-categorizing, hunting the one number that won't tie out. The books should take an hour. They take a Saturday.

03

And you still don't trust it.

Did anything slip into the wrong bucket? Is that $4,000 charge a duplicate? You hand it to the accountant hoping nothing's missed — instead of knowing.

AutoBooks takes the wall of noise and hands back clean books — categorized, totaled, and checked — in the time it takes to paste it in.

Try it now

Paste your transactions. Get your close.

Drop in a bank or card export — CSV or a plain list with a date, description, and amount per line. AutoBooks does the rest, live, right here.

Transactions

AutoBooks is a categorization aid, not a CPA or tax advice. Review every entry before filing or closing your books. Transactions are processed in the moment to generate your result and are not stored.

How it works

Three steps. One paste. Books done.

01

Paste your export.

Copy any bank or card statement, a CSV, or a plain list. No connecting accounts, no setup, no upload that sits in someone's cloud — just paste and go.

02

AutoBooks reads every line.

It categorizes each transaction into clean accounting buckets, splits income from expense, rolls up the totals, and flags anything that looks off — duplicates, oversized charges, possible personal spend.

03

You get a close-ready summary.

A P&L summary, a category breakdown, the anomalies surfaced, and a practical month-end close checklist — everything you need to finish the books with confidence.

What it does

Everything a clean close needs — in one paste.

AutoBooks isn't a chatbot guessing at your numbers. It's a focused bookkeeping engine that turns a raw export into the artifacts you actually hand off.

Categorize

Every transaction, sorted

Each line dropped into a standard accounting bucket — Revenue, Payroll, Software, Rent, Marketing, Travel, Fees — with income split cleanly from expense.

Summarize

A P&L at a glance

Total income, total expenses, and net — rolled up automatically, with a category breakdown so you see where the month actually went.

Audit

Anomalies flagged

Duplicate charges, unusually large amounts, likely personal expenses, and anything it can't confidently categorize — surfaced before they bite you at close.

Close

A month-end checklist

A practical, tailored close checklist — reconcile this, follow up on that, recategorize the rest — so the books get finished, not just started.

Trust

Grounded in your numbers

AutoBooks uses only the amounts you paste — it never invents transactions or figures. What it can't be sure of, it flags instead of guessing.

Export

Hand-off ready

Copy the full structured result in one click to drop into your spreadsheet, your ledger, or an email to the accountant — clean and portable.

Who it's for

Built for the people the close lands on.

Small-business owners

Reclaim your month-end.

You started the business to run it, not to spend the last weekend of every month sorting card charges. Paste the export, get clean books, get back to the work that pays.

Bookkeepers

Close more clients, faster.

Burn the first-pass categorization down from hours to seconds across every client. Spend your time on judgment and review — the part only you can do — not on data entry.

Fractional CFOs

See the month in seconds.

Drop in a client's export and instantly read the P&L, the category mix, and the outliers worth a conversation. Walk into the meeting already knowing where to look.

Solo founders & freelancers

Stay ready for tax time.

Keep your books current without an accounting degree. Categorize as you go so the year-end scramble — and the panic — never happens.

What you get back

A real close, from a raw export.

This is the actual shape of an AutoBooks result — categorized lines, a P&L, anomalies, and the checklist. Run the tool above to generate your own.

Income$20,050.00
Expenses$11,408.38
Net$8,641.62

By category

Revenue
$20,050.00
Payroll
$6,100.00
Rent
$2,400.00
Marketing
$900.00
Software/SaaS
$652.88

Anomalies

  • AWS Cloud ($318.44) appears twice on 03-03 and 03-20 — possible duplicate or recurring charge to confirm.
  • AMEX Annual Fee ($695.00) is an unusually large one-off — verify the period it belongs to.
  • Uber Eats ($48.20) may be a personal meal — confirm before categorizing as a business expense.

Close checklist

  • Reconcile the two STRIPE PAYOUT deposits against your processor statement.
  • Confirm the duplicate AWS charge and remove it if it's an error.
  • Recategorize any flagged personal expenses out of the business books.
  • Tie the net figure to your bank's closing balance for the period.

Illustrative output from the sample dataset. Your result reflects only the transactions you paste.

Built by Astra AI

Bookkeeping that's grounded, not hallucinated.

AutoBooks is built by Astra AI on MIND — our knowledge-graph platform that gives software a memory and a discipline most AI tools lack. The result is a tool that reasons over the numbers you give it and refuses to invent the ones you didn't.

Your data stays yours.

Transactions are processed in the moment to produce your result. AutoBooks does not store the transactions you paste — when you close the tab, they're gone.

Only your numbers, ever.

It uses only the amounts present in your input. It never fabricates a transaction or a figure — and what it can't categorize confidently, it flags rather than guesses.

An aid, not a replacement.

AutoBooks accelerates the grunt work and surfaces what needs a human eye. The judgment — and the filing — stays with you and your accountant, where it belongs.

Patents pending · Astra AI

Questions

The things you'd want to know.

What format do my transactions need to be in?

Whatever your bank or card gives you. Paste a CSV export, or a plain list with a date, description, and amount on each line. AutoBooks reads common formats and infers the rest — try the Load sample button to see the shape it expects.

Do you store my financial data?

No. Your transactions are sent securely to be analyzed, the result is returned to your browser, and the input is not stored on our end. Close the tab and there's nothing left behind. Still, never paste anything you wouldn't be comfortable processing through a third-party AI service.

How accurate is the categorization?

It's strong on common merchants and clear descriptions, and it's honest about the rest — anything it can't confidently bucket is marked Uncategorized and called out in the anomalies. Treat it as a fast, accurate first pass that you review, not a final filing.

Is this tax or accounting advice?

No. AutoBooks is a bookkeeping aid for informational purposes — not accounting, tax, or legal advice, and not a substitute for a licensed CPA. Always review every entry and figure with a professional before you file or close.

Can it replace my bookkeeper or accountant?

No — and it's not trying to. It removes the hours of manual categorization so your bookkeeper and accountant can spend their time on judgment, strategy, and the things software shouldn't decide.

How many transactions can I paste at once?

A full month of activity for most small businesses works comfortably in a single paste. For very large exports, run it in chunks (for example, one month at a time) for the cleanest, fastest result.

Give yourself the close you keep promising.

Paste your export, get clean books in seconds, and hand off with confidence. No account, nothing to install.