Everything You Need to Get Started
Get all the essentials, guides, and answers you need to start using the platform with ease.
Setup Checklist
Make sure all essential steps are completed so your account and tools are ready to use.
Check list 1
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Check list 1
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Check list 1
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Check list 1
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Check list 1
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Check list 1
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Quick How-To Videos
Learn the basics fast with short, easy-to-follow tutorials and step-by-step guides.https://youtu.be/0aHJnaxgP2A?si=tlL6tGpgpf7eXR3S
Account Setup
Learn how to set up your account and start using Tabby for your bookkeeping needs. https://youtu.be/j0zvYozKb08?si=K3YkdcqROYrQkMXN
Account Sign up
Learn how to sign up easily in just a few steps. https://youtu.be/9L1bc3VdZPE?si=fe_MYtBR8vVFaqvK
Bank Account Connection
Learn how to connect your bank account and credit cards.
https://youtu.be/vCziP6umlRk?si=A2d0_zavtskPHWPY
AI Transaction
Learn how AI transaction categorization works.
https://youtu.be/RTOIKYuyH8Q?si=2ZegHV2ooxxgEHGo
Review Transaction
Learn how review transaction tab works and how to operate.
https://youtu.be/ftIrurOejNQ?si=IG3SaFAj9Vqzffy5
Financial Report
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.
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.
Free Training & Webinars
Join live or recorded sessions to learn features, tips, and best practices directly from experts.
Start Free Training