Tabby: AI Bookkeeper
Overview
Tabby is AI bookkeeping for freelancers and small businesses that syncs bank/card data via Plaid, automates transaction categorization and reconciliation, provides real-time expense tracking and receipt scanning, and generates tax-ready P&L and deduction reports.
From the official site
Tabby is an AI-powered bookkeeping app that automatically tracks, categorizes, and organizes your business expenses. It helps freelancers, 1099 workers, and small business owners stay tax-ready without spreadsheets or manual entry.
The text above is quoted from this tool’s official website — the vendor’s own words.
Key points from the official site
- → Daily account sync
- → Standard email and chat support
The points above are quoted from this tool’s own website sections and feature lists — vendor copy, not our review.
Official FAQ
- Will it work with my bank?
- Almost certainly. Tabby connects through Plaid, which supports 10,000+ US and Canadian financial institutions — every major bank, most credit unions, and most credit cards. If your bank isn't supported, you can still upload statements manually until it is.
- Is my bank data safe? Can Tabby move money?
- No, Tabby cannot move money — Plaid's connection is read-only. We see transactions, balances, and metadata. We can't initiate transfers, charge cards, or change your account. All data is encrypted in transit and at rest (AES-256), and you can revoke access from your bank at any time.
- I already have an accountant. Does Tabby replace them?
- Up to you. Most customers keep their accountant for year-end filing and use Tabby to keep the books they hand over clean, current, and complete — which usually means smaller accountant bills. Some customers drop their bookkeeper entirely and only use a CPA at tax time. Tabby exports clean CSV, QBO, and PDF reports your accountant can drop straight into their workflow.
- I run multiple LLCs. Can Tabby keep them separate?
- Yes — on the Professional plan. Each entity gets its own books, its own categorization rules, and its own reports, but you manage all of them from one login. Tabby handles the personal/business split per-entity automatically.
- What if I get audited?
- Tabby keeps a full categorized transaction log, matched receipts, and audit-ready reports for every tax year — exactly what an IRS auditor or your CPA will ask for. Export anything to PDF in one click. Tabby's tax logic is reviewed by a working CPA; we're explicit about which categorizations are 100% confident vs. require a human glance.
- Can I export my data if I leave?
- Always, in one click. CSV, QBO (QuickBooks), and PDF. No lock-in. If Tabby isn't working for you, you should be able to walk away with everything we built. That's the deal.
These questions and answers come from the tool’s own structured data, not written by us.