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Tabby Help Center

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

Explore our most useful resources — from beginner guides and documentation to tutorials, updates, and community support — all in one place.

Getting started

Start using the platform with ease
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Help Questions & Answers

Get answers to FAQ’s and other support articles to get the most out of Tabby
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Blogs & News

Stay updated with the latest happenings
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Ask the community

Get quick answers from active users
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Watch videos

Learn through simple visual tutorials
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Change log

Track every update and improvement
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Quick Start Guide

Step-by-step instructions to get your Tabby account up and running quickly.

Account Setup

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

Account Sign up

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

Bank Account Connection

Learn how to connect your bank account and credit cards.

AI Transaction

Learn how AI transaction categorization works.

Review Transaction

Learn how review transaction tab works and how to operate.

Financial Report

Learn how to generate all kinds of financial reports easily.

Frequently asked questions

Here is the most commonly asked questions about Tabby.

Tabby AI bookkeeping dashboard
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.
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.

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

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.
Yes! Tabby is smart enough to separate personal and business expenses, especially if you’re using one account for both.
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.
We offer simple, affordable pricing with monthly and annual plans. You can start with a 14-day free trial — no credit card required.

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Error-free automated bookkeeping

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