A real-time command center for income, expenses, cash flow and what needs you today.
Revenue & profit
Cash flow
Needs attention
Ask Tabby
Tabby Talk
Ask Tabby. It does the work.
Describe a task in plain English, by voice or text. Tabby sends the invoice, chases the payment or pulls the report, then shows you the result.
35 ready-made tasks
Voice or text
Approve before it sends
Chats & history
Bank feeds
Synced to every bank you use.
12,000+ banks, cards and payment platforms connected through Plaid. Read-only, encrypted, and synced without manual entry.
12,000+ institutions
Read-only via Plaid
AES-256 encryption
Statement upload
AI categorization
99% accurate. You only review what needs you.
Every transaction is categorized the moment it syncs. Anything uncertain waits in one short queue with a suggestion attached, and Tabby learns from each answer.
Self-learning
Invoice matching
Bulk approve
Audit trail
Invoicing
Invoice, collect and get paid faster.
Professional invoices and estimates in seconds, card and ACH payments via Stripe, and reminders that chase late payers for you.
Invoices & estimates
Card & ACH
Recurring invoices
AR aging
Expenses
Every expense tracked, zero manual entry.
Snap a receipt, record a bill or let Tabby import from your bank. Bills, vendors, subscriptions and missing receipts in one view.
Receipt capture
Bills & vendors
W-9 collection
Subscriptions
Accounting
Real double-entry books, no CPA needed to run them.
A full chart of accounts, journal entries and bank reconciliation under the hood, in cash or accrual.
Chart of accounts
Journal entries
Bank reconciliation
Cash & accrual
Reports
Every report you and your CPA need.
Profit & Loss, Balance Sheet, Cash Flow, General Ledger and a tax-ready report, always current and shareable in one click.
P&L
Balance sheet
Cash flow
Excel & PDF export
Deductions
Never miss another deduction.
Tabby scans every transaction for deductible expenses and flags them automatically, organized by Schedule C category and ready for your CPA.
Auto deduction finder
Schedule C categories
CPA export
$8,240 in deductions foundFlagged automatically this year
Home officeSchedule C · line 30
Deductible$3,200
Software & toolsSchedule C · line 18
Deductible$2,400
Travel & vehicleSchedule C · line 9 & 24a
Deductible$1,840
Business mealsSchedule C · line 24b · 50%
Deductible$800
QuickBooksTabby
Transactions importedWith dates, amounts and payees
Done ✓
Categories matchedMapped to your chart of accounts
Done ✓
Rules carried overYour existing automations keep working
Done ✓
Migration
Switch from QuickBooks in minutes.
Your transactions, categories and rules come with you automatically, on every plan including Free. Or connect your bank and Tabby pulls in up to 18 months of history.
QuickBooks import
Categories & rules
Guided flow
Included free
Mobile first
Your business doesn't sit at a desk.
Neither does Tabby.
Know your numbersApprove in a tapInvoice from anywhere
Integrations
Connects to the tools you already use.
Tabby imports the money that moves through your tools and books it for you. Stripe and Ramp sync natively today, with more on the way.
Plaid
Stripe
Ramp
PayPal · soon
Mercury · soon
Shopify · soon
Your AI accountant
is waiting.
Connect your bank and Tabby starts working immediately. No accountant, no spreadsheet, no stress.
