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TidyCPA · AI bookkeeping

Tidy books. More time.

AI-powered bookkeeping, reviewed by CPAs. Books in a mess at year-end? Hand it to TidyCPA and start by simply not throwing things away.

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Photos, PDFs, handwritten notesReviewed by licensed CPAsEnglish, 中文, Español and more
Watch it work

From one receipt to a monthly brief

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Why TidyCPA

One link. One team. All your books.

Your only job is not throwing things away. Reading, sorting, matching, chasing missing pieces and the CPA sign-off are ours.

Drop it in

One private link. Snap a photo and it's in: receipts, invoices, statements, handwritten notes.

AI reads and sorts

Pulls vendor, date and amount, and files each item under the right Schedule C / E line.

Bank and card reconciliation

Every document is matched to its bank line; spending without a receipt goes on a list.

Month-end close

Each month is closed and locked, so settled numbers stay settled.

Financial reports

A P&L with the matching tax-form lines, ready to export any time.

CPA review and sign-off

A licensed CPA reviews the period before it closes and you get a plain-language brief.

Who it's for

Built for people busy running the thing, not recording it

Restaurants, retail, contractors, clinics

A monthly close and a real P&L. Someone is keeping the books while you run the place.

  • 5 accounts, 300 transactions a month
  • Monthly CPA review and brief
  • 1 entity, revenue up to $500k
Start with a free checkup
How it works

Three steps from a shoebox to a brief

Step 1 · Drop it in

One private link. Snap and send.

We give you a page that is yours alone. Put it on your home screen and upload from your camera whenever something comes in.

  1. Open your link and choose a PIN
  2. Photograph receipts, invoices and notes, or upload PDFs and bank statements
  3. Download what we prepare for you from the same page
Step 2 · AI sorts

AI reads, categorizes and matches

Once your documents are in, we process them as a batch. High-confidence items post; anything less goes to a person.

  1. Reads vendor, date, amount and line items
  2. Categorizes to Schedule C / E lines
  3. Matches each document to a bank line
  4. Below 85% confidence, a bookkeeper confirms it
Step 3 · CPA checks

A CPA signs off and you get a brief you can read

A licensed CPA reviews before the period closes. Once it is signed, the period is locked and the numbers do not quietly change.

  1. A P&L with the matching tax-form lines
  2. A plain-language note on what to watch
  3. Questions come to you; a one-line answer is enough
Common situations

It's December. Where did the receipts go?

Four situations we see most often, and what we do about each.

Year-end rescue

A noodle shop with a year of nothing recorded

It's December. Receipts are in a shoebox, statements are in email, and the tax preparer is asking for a P&L.

What we do: Hand over the shoebox and 12 months of statements. We rebuild the year from the bank lines, list what's missing, and deliver after a CPA review.

Rentals

Three rentals tracked in a notebook

Rent, repairs and insurance run through one account, and it's unclear which property makes money.

What we do: Photograph the rent log and repair invoices. Each property gets its own P&L, repairs are kept apart from improvements, and the Schedule E package is ready early in the year.

Contractor payments

Dozens of people paid in a year, 1099s due in January

A year of Zelle and checks, and in January nobody's W-9 is on file.

What we do: Payments to individuals are flagged as they are booked and totalled by payee, with an early reminder to collect W-9s.

Side hustle

A day job and evening gigs

Personal and business spending share one card, and there's no telling whether the gig makes money until tax time.

What we do: A brief each quarter with business and personal separated. Anything unclear comes to you as a question you can answer in a line.

These are illustrative scenarios based on common situations, not reviews or case studies from real clients.

How we keep the books right

0%Below this AI confidence, a person confirms it. Nothing posts on a guess
0%Of closes are signed off by a licensed CPA
0Business days for Year-End Rescue to rebuild up to 12 months
$0For the first month on every plan
Pricing

Priced so trying it is an easy yes

Every plan starts with a free first month. Pay monthly, quarterly or yearly, cancel any time, and take your books with you.

Keep

Side hustles, freelancers

$19 / mo
  • 2 accounts, 75 transactions
  • Quarterly brief
  • CPA year-end review
Start free trial

Landlord

1–20 rental units

$15 / mo

First unit; +$12 each additional

  • Rent roll
  • Per-property P&L
  • Schedule E package
Start free trial

Business

Restaurants, retail, contractors, LLCs, S corps

$79 / mo

Founding price; list price $129 after

  • 5 accounts, 300 transactions
  • Monthly CPA review and brief
  • 1 entity, revenue up to $500k
Start free trial
Opening in stages

Pro

Property managers

$199 / mo

50 units included; +$2 per extra unit

  • Books by property
  • Opening in stages
Talk to us

Free Shoebox Checkup

$0 up to 50 documents

Send what you have. We sort it and tell you what's there and what's missing.

Year-End Rescue

$199 up to 6 months · $349 up to 12

Up to 12 months and 600 transactions rebuilt in 10 business days, CPA-reviewed. Stay on a subscription and half is credited back.

Subscribers get 20% off add-ons: individual return from $249, rental schedule $79 per property, business return from $699, 1099s $4 each, quarterly estimates $49, sales tax filing $49 per return. The Business plan does not include payroll processing, inventory costing or sales tax filing.

Trust

Your books are always yours

Private link and PIN

Only your PIN opens your page, and repeated wrong tries lock it.

A real CPA signs off

AI does the first pass. A licensed CPA reviews every close.

Everything is logged

Who changed what, and when, is kept in an audit log.

Leave any time

Export your books and go. We don't hold your data hostage.

Get tidy. Get CPA-checked.

Start with a free shoebox checkup

Leave your contact and we'll reach out and set up your private link. Up to 50 documents, no charge and no card.

Or just email us: hello@tidycpa.com

We use this only to contact you and do not pass it on.

FAQ

Questions people ask before they start

I'm a year behind. Is it too late?

No. That's what Year-End Rescue is for: send what you have and we rebuild the year starting from the bank statements. Missing receipts come back as a list.

What if the AI gets something wrong?

Anything the AI is unsure about is never posted automatically. A bookkeeper confirms it, and a licensed CPA reviews each period before it closes.

How soon do I see results?

Not the instant you upload. Once your documents are in and the service is confirmed, we process them as a batch, a CPA reviews, and your brief appears on your private page.

Do I need QuickBooks?

No. We keep the books for you, and you can export them any time.

How do I send documents?

Every client gets a private link, opened with a PIN you choose. Snap and upload from your phone; the files we prepare for you appear on the same page.

Can I cancel any time?

Yes. Pay monthly, quarterly or yearly, cancel whenever you like, and take your books with you.