Tabby 2.0AI-native Accounting Software for CPAs, EAs & Bookkeepers

Grow your firm.
Not your overhead.

AI accounting software for accountants. Tabby does the busywork, so every accountant handles more clients.
Document requestStatement in · reconciled
Client reports12 sent · 0 by hand
Tabby Talk4 things need you today
Tabby Accountant firm Overview: ask Tabby Talk, active clients, transactions to review, bank issues, clients that need attention and documents waiting on clients
Less time per client
0 %+
Auto-categorized
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For your firm and team
$ 0
Off every client, for life
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Trusted by 200+ firms

TechCrunch Top 200

Startups to watch, 2026

Built by a licensed CPA

2,000+ small business clients

Bank-level security

Read-only via Plaid · AES-256

30-day money-back

On every paid plan

As seen on

Free for your firm.
50% off every client. For life.

Your firm

Firm, team and your own books

$0/forever

No card needed

Create free firm account
  • Tabby Talk for your firm
  • Unlimited team seats
  • Requests & client reports
  • Your own bookkeeping
MOST CLIENTS

Pro

For most small businesses

$50$25/client/mo

50% off, for life

Get started
  • 6 bank connections
  • Up to $400K a year in expenses
  • AGL bookkeeping & AI categories
  • 450 Tabby Talk credits/mo

Growth

For multi-entity or accrual books

$90$45/client/mo

50% off, for life

Get started
  • Unlimited banks & users
  • Journal entries & bank rec
  • Multi-entity & multi-currency
  • 750 Tabby Talk credits/mo
Prorated by dayDeactivate anytimeSeats always free50+ clients? Volume pricing
Revenue share

Let clients pay.
You earn.

Invite clients to pay for their own Tabby plan. You get a share of every payment for 3 years.

  • 30% in year 1, 20% in years 2–3
  • Paid quarterly by ACH
  • $100 minimum payout
Start earning
10
Their plan
You earn $4,200 over 3 years

Estimate at list price.

Everything your firm repeats. Done for you.

Run your whole firm from one chat.

Ask what needs you, who’s behind or who owes documents. Approve, and it acts.
Tabby Talk morning brief listing what needs the firm today across clients and teammates
A teammate's week in Tabby: time tracked, transactions processed, tasks completed, pace and time by client

See every teammate’s week. Without asking.

Time tracks itself by client. Output and pace, side by side.

Clients upload. Tabby reconciles.

Request statements with a no-login link. They reconcile the moment they land.
Document requests: statements waiting on clients, needing review and reconciled automatically
A client's monthly report waiting for approval, with the accountant's note, written highlights and key numbers

Monthly reports that send themselves. (With your approval.)

Set a schedule once. Tabby builds the pack and writes the highlights.

An Automated General Ledger. Not another GL to babysit.

Tabby cleans vendor and customer names, categorizes every transaction and posts it for you. You review the exceptions.
Bank feeds in Tabby: 92% categorized by Tabby AI, with clean vendor names and categories

Traditional GL · QuickBooks, Xero

You key, map and post every line.

Tabby AGL

It posts itself. You review what’s flagged.

Still a complete ledger

Journal entries, bank recs, P&L, balance sheet, GL.

Replacing QuickBooks? Migration is included.

Send a magic link: enter the owner's email and Tabby emails a secure, read-only Plaid connection link

Connect any client’s bank. No logins.

Send a magic link. They connect in a minute, read-only through Plaid.

Also in every account

Bulk statement upload

Bank reconciliation

Journal entries

P&L, balance sheet, GL

Roles & permissions

QuickBooks migration

Client sign-up invites

Your own books, free

download

CPA to CPA

See Tabby on your firm’s workflow.

Book a call with co-founder Ahad Ali, CPA.

Tabby Accountant vs. QuickBooks Online Accountant.

Where Tabby is faster, and where QuickBooks still wins.

Swipe sideways to see every column.

FeatureTabby AccountantQuickBooks Online Accountant
LedgerAutomated General Ledger (AGL)Manual GL
AI assistant across every client and teammatePer-company tools
Automatic time tracking by clientAdd-on (QuickBooks Time)
Document requests, no client loginBasic client requests
Statements reconcile on upload–
Scheduled client reports with highlightsManual
Magic-link bank connection–
Free firm, team seats and own books
Per-client price$25 Pro · $45 Growth, for life$38–$340 list
Revenue share on clients you refer30% year 1 · 20% years 2–3Discounts & perks
Included–Not available

Built by a CPA.
Secured like a bank.

Designed with Ahad Ali, a licensed CPA who has run a New York practice for over a decade.
Ahad Ali Webp e1790598670843

Ahad Ali, CPA

Co-founder, Tabby · New York

12+

years in practice

2,000+

clients served

CPA

reviewed logic

Client data stays safe

Read-only, via Plaid

Tabby can never move money.

AES-256 encryption

Bank logins never stored.

Role-based access

Staff see only their clients.

Access codes. Links expire.

From solo bookkeepers
to multi-partner firms.

★★★★★

“Magic-link bank connection means I never have to walk a client through logging into anything. It just works.”

Marcus T.

Independent bookkeeper

★★★★★

“AI bank rec cut our month-end close from three days to under one, across every client we manage.”

Sarah K.

Managing partner

★★★★★

“Assigning clients to my team and tracking billing used to live in three different tools. Now it’s one dashboard.”

James O., EA

Tax professional

Your firm, without the busywork.

Start free in minutes.

Questions accountants ask us.

AGL means Automated General Ledger. Like QuickBooks, Tabby is a full double-entry ledger with journal entries, bank reconciliation and financial statements. The difference: Tabby posts transactions for you instead of waiting for someone to key them in. So yes, it replaces GL tools like QuickBooks Online for your clients’ books, and migration is included.

Yes. Your firm, your own books and every team seat are free. You only pay for clients you add to your bill.

Pro is $50 and Growth is $90 per client a month at list price. Every client on your firm’s bill is 50% off for life: $25 for Pro and $45 for Growth.

Invite a client to sign up and pay for their own Tabby plan. You earn 30% of their payments in year 1 and 20% in years 2 and 3. Earnings accrue monthly and pay out quarterly by ACH once you reach $100.

It sees every client and teammate. Ask for a morning brief, who’s behind or who owes documents. It acts across clients only after you approve.

Clients upload through a secure link with no login. Statements reconcile automatically when the difference is $0.00. Anything else waits for your review.

Time is tracked automatically while a teammate works in a client’s books. Idle time over 5 minutes isn’t counted. Seats are free.

No. Tabby is software, not an accounting service. Your firm keeps the client relationship.

Yes. Read-only bank access through Plaid, 256-bit encryption and role-based access. Client report links open with an access code.

Yes. Firms with 50 or more clients can talk to us about volume pricing.

Take on more clients. Not more overhead.

Free for your firm. 50% off every client, for life.

Your host

Ahad Ali, CPA

Co-founder @ Tabby

For CPAs & bookkeepers

Evaluating your next AI accounting stack?

Book a call with Tabby co-founder Ahad Ali, CPA. He’s run a New York practice for 12+ years and will walk you through Tabby on your own firm’s workflow.