Tabby for Accountants

Tabby automates 80% of manual bookkeeping work so you can focus on what matters most.

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AI-powered Automation, less manual work

Real-time Transactions Categorization

TabbyAI cleans messy bank statement data, analyzes and categorizes your transactions in real-time, saving you hours of manual work.

  • Smart categorization
  • Learns from every action
  • Human level acuracy

Tax Deduction Finder

Easy or complex, TabbyAI identifies all of your possible tax deductions including partial home office rents, vehicle expense, etc. in real-time.

  • Real-time scanning
  • Finds tax deductibles automatically
  • Deduction alerts

Automated rules for similar transactions

You don’t have to create manual rules for similar transactions. In Tabby, rules are created automatically using AI. One you set the rules, it remembers the rule all future transactions.

Bulk categorization

For unusual transactions like Checks, cash withdrawals, etc. Tabby offers you an easy way to bulk categorize.

Manage everything in one place

Tabby automates 80% of manual bookkeeping work so you can focus on what matters most.

Invite your team, manage permissions with ease

Invite your team members, assign them clients, and control access- all power to you!

Frequently asked questions

Here is the most commonly asked questions about Tabby.

Tabby uses bank-grade security and Plaid to let clients securely connect checking accounts and credit cards. You can invite them with one link, and once connected, their transactions are pulled and categorized automatically by Tabby’s AI.
Yes. Tabby for Accountants allows you to invite multiple team members with custom roles and permissions — whether they’re junior bookkeepers, reviewers, or admins. You control access by client or task type.
Tabby automatically generates essential financial reports such as Profit & Loss, categorized expense summaries, monthly cash flow, balance sheet and tax-ready reports. All reports can be downloaded as PDF or CSV, and are structured to meet accountant and IRS filing standards.
You’ll be notified via your dashboard if a client disconnects their account. Historical data will still be available, and you can prompt the client to reconnect anytime. Tabby also supports manual CSV upload as a fallback.
Yes. You have full control to review and edit any automatically categorized transaction. You can also set rules per client or create custom categories to match their business needs.
Only if you choose to give them visibility. You control what your clients can see or do — from full transparency to view-only dashboards, or completely hands-off management.

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