PLATFORM FEATURES

Everything You Need to Run Your Books on Autopilot

ScottyAI handles transaction categorization, reconciliation, reporting, and tax prep — so you can focus on growing your business, not your bookkeeping.

Core Bookkeeping Features

Every feature you'd expect from a professional bookkeeper — automated by AI

Auto-Categorization

AI automatically categorizes every transaction with precision — income, expenses, transfers, and more. Learns your patterns over time.

Bank Reconciliation

Automatic daily reconciliation across all connected accounts. No more manual matching — your books always tie to your bank.

Receipt Capture

Snap a photo or forward an email — receipts are automatically matched to transactions and stored for audit purposes.

Financial Reports

P&L, balance sheet, cash flow statements — always up to date. Download or share with your CPA in one click.

Tax Estimates

Real-time quarterly tax estimates based on your actual income and expenses. No more surprises at tax time.

Multi-Account Sync

Connect checking, savings, credit cards, PayPal, Stripe — all in one place. 10,000+ institutions supported.

Invoice Tracking

Track paid and unpaid invoices. AI flags overdue payments and can send follow-up reminders automatically.

Expense Tracking

Categorize and track every business expense. AI identifies potential deductions you might have missed.

CPA Collaboration

Give your accountant read-only access. They get clean, organized books without the back-and-forth emails.

AI-POWERED

AI Features That Set Us Apart

This isn't just software — it's an AI bookkeeper that thinks, learns, and works 24/7

Conversational AI

Ask questions in plain English — "What did I spend on software last month?" or "Which clients haven't paid yet?" Get instant answers, no accounting degree required.

Pattern Learning

The more you use ScottyAI, the smarter it gets. It learns your vendors, categories, and preferences — asking fewer questions every month.

Proactive Alerts

ScottyAI doesn't wait for you to check — it alerts you. Unusual transactions, cash flow dips, missed deductions, upcoming tax deadlines — you'll know first.

Continuous Learning

Our AI models improve with every transaction across our entire platform. When ScottyAI gets smarter, you get smarter — automatically.

Tax-Ready Exports

One-click export of everything your CPA needs. Categorized transactions, reconciled statements, and a complete audit trail — perfectly formatted.

Business Insights

Beyond bookkeeping — see revenue trends, profit margins by client, cash flow forecasts, and actionable insights to grow smarter.

Security & Compliance

Your financial data is protected by enterprise-grade security

256-bit Encryption

All data encrypted in transit and at rest

SOC 2 Type II

Independently audited security controls

Read-Only Access

We can't move your money — ever

Daily Backups

Your data backed up every single day

Ready to Automate Your Bookkeeping?

Join businesses saving 15+ hours per month with ScottyAI. Start your free trial today.