AI bookkeeping software for consultants & coaches
Serve your clients. Tabby runs the books. Tabby tracks the income. Tabby chases invoices. Tabby finds deductions.
- Free plan forever
- Set up in about 3 minutes
- Read-only, bank-level security
Trusted by 5,800+ small business owners
Trusted by 5,800+ small business owners
Tax season went from a 3-day nightmare to a 20-minute export. That alone was worth it.
- DIY bookkeeping vs. Tabby
You bill by the project. Stop spending it on bookkeeping.
- Log Stripe & PayPal payments1.5 hrs
- Categorize software & travel2.5 hrs
- Hunt down receipts1.5 hrs
- Chase late invoices1 hr
- Track reimbursable costs1 hr
- Reconcile accounts1.5 hrs
- Synced from every accountAutomatic
- Categorized, 99% accurateAutomatic
- Snapped or found in emailAutomatic
- Reminders sent for youAutomatic
- Tagged and kept separateAutomatic
- Reconciled nightlyAutomatic
- Take a look inside
Your whole back office. One simple app.
Client income, profit, unpaid invoices and what needs you today, on one calm screen.
- How it works
Tabby does the work. You just say yes.
01
You approve. You don't do.
- Payments matched to invoices
- Personal charges flagged
- Learns from every answer
02
Hand off busywork in one sentence.
- 35 ready-made tasks
- Type it or say it
- Nothing sent without your OK
03
Get paid for every session, without chasing.
- Card and ACH payments
- Automatic reminders
- Recurring retainers
- Time and money back
Tabby pays for itself. Usually in the first month.
What do your books really cost you?
Set your numbers. Estimates are fine.
kept in your pocket by switching to Tabby
Directional estimate. Tabby's cost uses first-year pricing (50% off for 3 months) plus the ~20% of time you'll still spend approving. Tabby automates ~80% of repetitive bookkeeping.
- Mobile first
Your business doesn't sit at a desk. Neither does Tabby.
- Why you can trust it
An accountant's judgment. A bank's security.
Ahad Ali, CPA
Co-founder, Tabby · Bronx, New York
12+
1,500+
CPA
Your money stays yours
Read-only access
Tabby can see transactions. It can never move money or charge a card.
AES-256 encryption
In transit and at rest. Your bank login is never seen or stored.
Connected through Plaid
The same secure connection trusted by thousands of financial apps.
Your data, portable
Export to CSV, QBO or PDF anytime. No lock-in, ever.
- How Tabby compares
QuickBooks was built for accountants. Tabby was built for consultants and coaches.
| Feature | Tabby 2.0 | QuickBooks | Wave | Xero |
|---|---|---|---|---|
| AI that does the work | ||||
| AI categorization that learns from you | Partial | Partial | Partial | |
| AI deduction discovery | ||||
| Hand off tasks by voice or text | ||||
| Everyday bookkeeping | ||||
| Automatic bank sync | ||||
| Invoicing with card & ACH payments | ||||
| Multiple LLCs under one login | Separate subscriptions | Partial | Separate subscriptions | |
| Built for owners | ||||
| Built for non-accountants | Partial | |||
| Mobile-first experience | ||||
| Designed with a licensed CPA | ||||
| Free plan, no card required | ||||
- Pricing
Start free. Pay when Tabby pays for itself.
Best fit: Standard
- Up to $15K/yr tracked expenses
- 1 bank connection
- AI categorization & tax tagging
- Mobile app + AI chat support
- Up to $200K/yr tracked expenses
- 3 bank connections · 2 users
- Full invoicing & quotes
- Tax-ready reports · Excel & PDF
- Up to $400K/yr tracked expenses
- Unlimited banks · 4 users + accountant
- Collect payments via ACH & card
- AI chart of accounts · W-9 collection
- Unlimited expenses & users
- Accrual · balance sheet · GL
- Multi-currency · multi-entity
- Live onboarding call
Every plan includes AI categorization, the mobile app, Plaid bank connections and 256-bit encryption. Tabby's fees are tax-deductible. Compare all plans →
- Questions
Questions consultants and coaches ask.
Yes. Tabby is AI bookkeeping software built with a licensed CPA for independent, management, marketing, IT and HR consultants, fractional executives, business coaches and financial advisors. It tracks client income from Stripe, PayPal and your bank, categorizes subscriptions and travel, and keeps tax-ready books every month.
Yes. Tabby connects Stripe, PayPal and multiple bank accounts at once, so every client payment is tracked in one place, no matter how you get paid.
Business software and subscriptions are generally deductible. Tabby categorizes them automatically and flags recurring tools so nothing quietly eats your margin.
Tag a transaction as reimbursable in Tabby and it’s tracked separately from your regular business expenses.
Yes. Tabby produces P&L and tax-ready reports your CPA can use directly, and exports to CSV, QBO and PDF.
Very little. Tabby categorizes, matches, reconciles and chases on its own. Anything it isn’t sure about goes into a short review list with a suggested answer, which most people clear in about ten minutes a week. Every choice is remembered, so the list shrinks over time.
Tabby cannot move money. The Plaid connection is read-only, Tabby never sees or stores your bank login, and your data is encrypted in transit and at rest with AES-256.
Tabby is free for up to $15K a year in tracked expenses, no credit card required. Paid plans are Standard at $30/mo, Pro at $50/mo and Growth at $90/mo, each 50% off for your first 3 months, with a 30-day money-back guarantee. Tabby’s fees are tax-deductible.
You're a consultant. Not a bookkeeper.
- Free plan forever
- 30-day money-back guarantee
- Cancel anytime