Automated bookkeeping

Automate your bookkeeping with Tranxacty

Tranxacty connects your banks and cards, categorizes transactions, and flags only what needs review.

Spend less time on accounting and more time scaling your business

Regular bank feed

STRIPE PAYOUT 2406
+$4,812.00
PAYPAL TRANSFER ID 8821
+$1,128.44
GOOGLE ADS 1092
-$640.00
META ADS 883100
-$425.50
LOWES #1842
-$118.23
AMAZON MKTPLACE PMTS
-$246.81
ADOBE CREATIVE CLOUD
-$59.99
UPS STORE #2184
-$36.70
SHELL OIL 574420
-$72.13

With Tranxacty

Automatically Categorized

Income

+$5,940.44

Advertising

-$1,065.50

Supplies

-$401.74

Software

-$59.99

Fuel

-$72.13

Tranxacty suggests rules from your transactions, then categorizes past and future matches automatically.

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Plaid

Built for daily bookkeeping

A cleaner workflow from bank feed to reviewed books.

Connect accounts

Link checking, savings, debit, and credit card accounts through Plaid.

Automate categories

Use rules and custom labels to sort repeating income and expenses.

Review exceptions

Focus on transactions that still need a decision instead of every row.

Automation with control

Let rules handle the repeat work. Keep final review in your hands.

Tranxacty helps categorize transactions automatically, but keeps unclear items visible so your books do not depend on silent guesses.

What stays organized

Separate business and personal books
Tax categories stay separate from custom labels
Rules can be run on past transactions
Recent activity keeps team actions visible

Flexible analytics

Track income and expenses across your accounts.

Use saved views, date windows, categories, merchants, accounts, and custom labels to understand where money is coming from and where it is going.

Income tracking

Compare revenue, deposits, reimbursements, and other inflows by book, account, or category.

Expense clarity

Break down spending for business operations, personal budgets, and tax review without mixing the two.

Analytics

Business and personal books

Business bookIncome vs expensesCustom labels

Income vs expenses

$12,840 net

Jan
Feb
Mar
Apr
May
Jun

Income

$38.6k

Up 14% this period

Expenses

$25.8k

Saved view

Monthly cash flow

Tax-ready structure

Transactions use bookkeeping categories while custom labels track channels for your own analytics.

Review queue

Filter between all transactions, action-needed items, and saved or rule-applied transactions when edits are needed.

Security-minded setup

Plaid handles bank authentication. Tranxacty stores normalized bookkeeping data and encrypted access tokens.

Pricing

Start simple. Upgrade when your books need more structure.

Traditional plans for connected accounts, automation, and review-focused bookkeeping.

Basic

For owners who need one bookkeeping profile for their business.

$20/ month

14-day free trial

  • 1 bookkeeping profile
  • Connect bank and card accounts
  • Transaction sync and categorization
  • Rules for recurring activity
  • Action-needed review queue
  • Email support
Most popular

Premium

For owners who want separate profiles for business, personal, or multiple ventures.

$40/ month
  • Everything in Basic
  • Unlimited bookkeeping profiles
  • Separate business and personal accounts
  • Custom labels for reporting
  • Rule runs on existing transactions
  • Priority support

Start with connected books.

Connect accounts, build rules, and review only the transactions that still need judgment.

Start bookkeeping
Tranxacty