Tabby is an AI‑powered bookkeeping and expense management platform designed for small businesses. It simplifies financial organization by connecting bank accounts, generating profit‑and‑loss reports, scanning receipts, and detecting tax‑relevant deductions. The system uses basic or advanced AI bookkeeping depending on the subscription tier, allowing tasks like categorization, journal entries, and custom category creation. It supports PDF uploads, daily or real‑time syncing (depending on plan level), and a streamlined mobile and web interface for quick financial reviews. While it automates many bookkeeping tasks, some advanced features—such as multi‑currency support and customizable invoices—are still limited or planned for future updates.

Key Features

AI‑Powered Bookkeeping Automates categorization, P&L generation, and tax‑ready reporting.

• Fast profit‑and‑loss creation
• Finds business deductions from connected accounts

Basic vs. Advanced AI Bookkeeping Tier‑based functionality with expanded tools at higher tiers.

• Advanced tier adds journal entries
• Allows custom bookkeeping categories

Bank Account Syncing Imports transactions daily or in real time depending on tier.

• Real‑time sync available only in higher tiers
• Lower tiers use once‑daily updates

Receipt & Document Uploading Supports uploading PDFs, receipts, and scanned documents.

• PDF upload supported (single files; bulk planned)
• Mobile app allows receipt scanning

Expense Tracking & Reporting Helps identify spending patterns and prepare tax‑ready summaries.

• Generates tax‑ready reports
• Supports personal account linking for deduction discovery

Benefits

Simplified Bookkeeping for Non‑Accountants Reduces complexity for business owners unfamiliar with accounting.

• Clear, minimal interface
• Automated categorization and reporting

Time Savings Through Automation Removes manual processes in expense tracking and receipt management.

• Fast syncing and P&L creation
• Automated deduction analysis

Improved Organization & Accuracy Provides structured reporting and consistent categorization.

• AI learns user behavior
• Supports journal entries at advanced tiers

Mobile Convenience Enables bookkeeping on the go.

• Receipt scanning
• Quick access to transaction history