What is Tabby? #
Tabby is an AI-powered bookkeeping and financial automation tool designed specifically for freelancers, 1099 workers, gig workers, solopreneurs, real estate professionals, and small businesses with 0–10 employees.
Instead of spending hours manually tracking expenses and organizing receipts, Tabby connects to your bank accounts and credit cards and does the heavy lifting for you. Our AI automatically categorizes your transactions, identifies potential tax deductions, and keeps your books organized so you can focus on running your business.
What Tabby Does for You #
- Expense Tracking: Automatically pulls and organizes all your business transactions
- Smart Categorization: AI categorizes every transaction and learns from your corrections
- Receipt Scanning: Upload receipts and Tabby extracts all the details automatically
- Tax Deduction Discovery: Find write-offs you might be missing even from Personal Bank Accounts
- Financial Reports: Generate P&L statements, cash flow summaries, and tax-ready reports
- Invoicing: Create, send, and track invoices from one place
- Bill Tracking: Record bills in Tabby that you need to pay in the future to stay on top of all your payables
- Mobile App: Stay on top of your finances on the go, review expenses, scan receipt for cash expenses and much more
Who is Tabby For? #
Tabby is built for people who aren’t accountants but need to keep clean books and be tax ready all the time. If you’re a freelancer tired of messy spreadsheets, a gig worker who wants to maximize deductions, or a small business owner who needs simple financial visibility,Tabby is for you.
No accounting background required. Tabby handles the complexity behind the scenes.
Creating Your Account & Setup #
Getting started with Tabby takes just a few minutes. Here’s how to create your account and set everything up.
Step 1: Sign Up #
Visit usetabby.com and click “Get Started for free”. You can create an account using your email address or sign up with Google for faster access.
Step 2: Verify Your Email #
After signing up, check your inbox for a verification code from Tabby. Enter the verification code to confirm your account. If you don’t see the email, check your spam folder.
Step 3: Complete Your Profile #
Once verified, you’ll be asked to provide some basic information about your business. This helps Tabby customize the experience and improve categorization accuracy. You can update this information anytime in your settings.
Step 4: Connect Your Bank #
The next step is connecting your bank accounts and credit cards. Tabby uses Plaid—a trusted, secure service used by thousands of financial apps—to safely link your accounts. See the “Connecting Your Bank Accounts” article for detailed instructions.
How Long Does Setup Take? #
Most users complete the entire setup process in 2–3 minutes. Once your bank is connected, Tabby immediately starts pulling in your transactions and categorizing them.
Connecting Your Bank Accounts #
Connecting your bank accounts and credit cards is how Tabby gets your transaction data. This connection is secure, read-only, and uses Plaid—the same technology trusted by Venmo, Robinhood, and thousands of other financial apps.
How to Connect Your Accounts #
1. Once logged into Tabby, you will see in the left menu bar a section that says “Bank Connections”, once there, click Connect Account.
2. Search for your bank or credit card provider in the Plaid window.
3. Enter your online banking credentials. Tabby never sees or stores your login information—it goes directly to Plaid.
4. Complete any multi-factor authentication (MFA) your bank requires.
5. Select which accounts you want to connect (checking, savings, credit cards).
6. After the accounts are connected you need choose if the account is only used for business transactions or it is mixed with business and personal transactions. If you choose personal and business then Tabby i’ll ask you a few questions so I can automatically separate your personal transactions. On the same screen, you will also choose what period you want to see the transactions from in Tabby.
What Happens After You Connect #
Tabby will pull in your transactions and begin categorizing them automatically. Standard plan users get batch updates, while Professional plan users get real-time transaction syncing. Initially when you first create an account and connect your bank account so you’ll see just 60 days of transactions but within 24 hours you’ll see the full requested period.
Account Limits by Plan #
- Free Plan: 1 Account
- Standard Plan: Up to 3 bank/credit card accounts
- Professional Plan: Unlimited accounts
Is It Safe? #
Yes. Tabby uses bank-level 256-bit encryption. We use Plaid for connections, which means we never see your banking passwords. The connection is read-only—Tabby can only view transactions, not move money or make changes to your accounts.
Navigating Your Dashboard #
Your Tabby dashboard is your financial command center. Here’s a quick tour of what you’ll find and how to use it.
Dashboard Overview #
When you log in, you’ll see a summary of your financial activity, including recent transactions, spending by category, and key metrics like total income and expenses for the current period.
Main Navigation #
- Transactions: View, search, filter, and edit all your transactions. This is where you’ll review AI categorizations and make corrections.
- Receipts: Upload and manage receipt images. Tabby automatically extracts details and matches them to transactions.
- Reports: Generate and download financial reports including Profit & Loss, cash flow, expense breakdowns, and tax summaries.
- Invoices: Create, send, and track invoices to your clients.
- Tax Deductions: See potential write-offs Tabby has identified from your spending.
- Settings: Manage your profile, connected accounts, subscription, and team members.
Quick Actions #
From the dashboard, you can quickly add a manual transaction, upload a receipt, create an invoice, or connect a new bank account without navigating away.
Frequently Asked Questions About Tabby #
My Bank Isn’t Listed – Can I Still Use Tabby? #
While Tabby supports thousands of financial institutions through Plaid, some smaller credit unions or regional banks may not be available for automatic connection.
What You Can Do:
- Manual Entry: You can manually enter transactions or upload bank statements as PDF or CSV files to keep your books up to date.
- Check Back Later: Plaid regularly adds new institutions. Your bank may become available in the future.
- Contact Support: Let us know which bank you’re trying to connect. We track requests and work with Plaid to prioritize commonly requested institutions.
- Help: We can with manually uploading transactions to Tabby, just email us at support@usetabby.com
Even without automatic bank connections, Tabby’s AI categorization, receipt scanning, and reporting features still work great with manually imported data.
How Do I Disconnect a Bank Account? #
If you no longer want Tabby to sync transactions from a particular bank account or credit card, you can disconnect it at any time.
How to Disconnect:
- On the left hand menu bar, towards the bottom you will see a menu item called “Bank Connections”.
- Find the account you want to disconnect and click the red chain icon, if you hover over it, it will say “Unlink Account”
- Click that and it will disconnect your account
What Happens After:
Your historical transactions from that account remain in Tabby, but no new transactions will sync. You can reconnect the account anytime if you change your mind.
