15 minutes with our team
20 minutes reviewing contacts
~30 min of your time, forever compliant
Day-to-day life with ScottyAI + BIG Saas
You spend 15 minutes connecting your accounts and answering a few questions about your business. That's it. We take it from there.
The AI will look through all of your transactions and complete the initial accounting review, the documentation sweep, and the demand note involvement, as well as put together a list of contacts that we need further info on.
"I noticed a $500 charge from Mark Roberts. What was it for?"
Client 20 minutes with AI (and/or team)
Pro and Client Review Finalized Docs and Accounting
Most transactions are handled automatically. You only hear from us for truly ambiguous situations or IRS-relevant items that need documentation.
You can check in anytime to see reports, cash flow projections, and tax estimates. We also proactively alert you to important insights.
"Your cash reserves are lower than usual this month. Want me to follow up on Invoice #1234?"
Your accountant gets clean, organized books with all documentation. No cleanup needed. No scrambling for receipts. No surprises.
How we deliver autonomous bookkeeping
Our AI understands accounting principles, IRS rules, and business context. It doesn't just categorize—it reasons about your financial data.
Talk to us like you'd talk to a human bookkeeper. We understand plain English and translate it into proper accounting entries.
Direct connections to over 10,000 financial institutions. Your transactions sync automatically and securely.
256-bit encryption, SOC 2 Type II compliance, and regular security audits. Your financial data is protected.
The system learns your business over time, becoming more accurate and asking fewer questions as it understands your patterns.
Daily processes run automatically—transaction imports, categorization, reconciliation, and reporting—without human intervention.
256-bit Encryption
SOC 2 Type II
GDPR Compliant
Daily Backups
Common questions about how RocketBooks works
Still have questions?
Contact Our Support TeamYour trust deserves protection. ScottyAI + BIG Saas keep your trust IRS-compliant, audit-ready, and legally defensible — automatically.