Bring it together
Import statements and review dates, amounts, possible duplicates and suggested tags before saving.
FOR MAC · PRIVATE BETA
Bring your statements, receipts and tags together. Build the records you need, then hand them to your accountant with confidence about what’s included.
Ask about the betaAustralia-first. Local on your Mac. macOS 14 or later.

SMALL STEPS. USEFUL PROGRESS.
Import statements and review dates, amounts, possible duplicates and suggested tags before saving.
Review merchant groups, add your own tags and collect the receipts that support your records.
Choose the tags, dates, people and accounts for a workspace. Check what’s included before you export.
Resolve outstanding checks, or export an explicit draft with issues visible for your accountant.
YOUR RECORDS, YOUR MAC
Your library and receipt recognition stay on your Mac. The current release has no developer analytics, advertising, hosted AI or active cloud sync.
You decide where backups and exports go. Original statement data stays available when you need to check it.
Read the privacy informationNo. It organises records and accountant handoff packs. It does not lodge returns or automatically decide deductions.
Australian GST-registered quarterly cash-basis Simpler BAS preparation, including G1, 1A and 1B. Other accounting bases and reporting methods are unsupported.
Other countries have local organisation settings, not complete statutory engines. WFH and car tools are user-entered estimate ledgers; eligibility, annual limits and overlapping claims require review. Asset records do not automatically calculate statutory depreciation.
The current beta is for Mac. An iPhone companion and cloud sync are not included.