Features
Everyfeatureyour bookkeeper
charges $500/mo for.
AI categorization, financial reports, bank sync, invoicing, sales tax — automated and built into one app.
Platform
Everything in one dashboard.
AI Categorization
Transactions sorted overnight, not over the weekend.
Claude reads every transaction the moment it clears and labels it with the right IRS category. Plain English rules. 99%+ accuracy after 30 days.
- Plain English rules — "coffee is always a business expense"
- Learns from every correction
- Flags ambiguous transactions instead of guessing
Financial Reports
P&L, balance sheet, cash flow — always current.
Every report your accountant or lender needs is generated automatically and updated in real-time as transactions come in.
- P&L, Balance Sheet, Cash Flow
- Compare any two periods side-by-side
- One-click PDF for your CPA or lender
Smart Rules & Sync
Set it once. Never touch it again.
Connect bank, cards, and payment processors in minutes. Smart Rules automate repetitive categorization. Read-only access — we never move money.
- 12,000+ banks via Plaid
- Custom if/then rules
- Daily auto-sync, manual refresh anytime
Invoicing & Tax
Send invoices. Auto-calculate sales tax.
Branded invoices, ACH and card collection, sales tax handled by jurisdiction. Overdue reminders sent on your schedule.
- Branded invoices in 60 seconds
- Auto sales tax for all 50 states
- Stripe-powered card and ACH
Philosophy
Built for owners.
Not accountants.
Plain English, not journal entries
Tell Kept "coffee is a business expense" and it understands. No chart-of-accounts knowledge required.
Works while you sleep
Daily processing runs at 2 am. Books are reconciled and reports refreshed by 7 am.
Gets smarter daily
Every correction teaches the AI. After 30 days most users see 99%+ accuracy with zero touch.
Read-only by design
We can see your transactions, but we can never move money. Bank-level encryption, SOC 2 Type II.
No accounting jargon
Built for business owners, not bookkeepers. Every screen speaks human.
Your data, exportable
Export everything to CSV, QuickBooks, or PDF anytime. No vendor lock-in.
Get started
See it in action.
Connect your bank and watch Kept categorize a month of transactions in under 2 minutes. Free trial, no credit card.