Tabby Help Center

Find answers to common questions and learn how to use Tabby to manage your bookkeeping efficiently.

Getting started

Learn how to set up your account and start using Tabby for your bookkeeping needs.

Onboarding

Learn how to sign up easily in just a few steps.

Connect bank

Learn how to connect your bank account and credit cards.

Transactions

Learn how AI transaction categorization works.

Review

Learn how review transaction tab works and how to operate.

Reports

Learn how to generate all kinds of financial reports easily. 

Frequently asked questions

Here is the most commonly asked questions about Tabby.

What is Tabby?

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.

How does Tabby use AI?

Tabby uses artificial intelligence to auto-categorize your transactions, detect potential tax deductions, and generate tax-ready reports in real time. The more you use it, the smarter it gets.

How long does setup take?

You can sign up, connect your accounts, and start seeing organized financial data in under 5 minutes.

Is it safe to connect my bank account?

Yes. Tabby uses bank-level encryption and Plaid to securely connect your financial accounts. We never store your login details and your data is always protected.

Can I use Tabby for both personal and business accounts?

Yes! Tabby is smart enough to separate personal and business expenses, especially if you're using one account for both.

Do I need to know accounting to use Tabby?

Not at all. Tabby was built for non-accountants — freelancers, creators, side hustlers, and solo business owners who just want their books done right, without the stress.

How much does Tabby cost?

We offer simple, affordable pricing with monthly and annual plans. You can start with a 14-day free trial — no credit card required.

Video Tutorials

Here is a comparison of what Tabby offers and how we are different than other bookkeeping software.

Get Started with Tabby
A complete walkthrough of setting up your Tabby account and initial configuration.
Connecting you accounts
A complete walkthrough of setting up your Tabby account and initial configuration.
Generate reports
A complete walkthrough of setting up your Tabby account and initial configuration.

Still Need Help?

Our support team is ready to assist you with any questions or issues you might have.

Live Chat

Chat with our support team.

Email Support

Get a response within 24 hours.

Error-free automated bookkeeping

Tabby is automated GL based, real-time bookkeeping solution built by an experienced CPA and accountants.