AI bookkeeping for therapists, lawyers & solo practices
Serve your clients. Tabby runs the books. Tabby tracks overhead. Tabby logs CE & licenses. Tabby preps for your CPA.
- Free plan forever
- Set up in about 3 minutes
- Read-only, bank-level security
Built for solo practices
Trusted by 900+ solo licensed professionals
I’m a lawyer, not an accountant. Tabby gave me the financial clarity I needed without making me learn accounting.
- DIY bookkeeping vs. Tabby
You run a practice. Not a finance team.
- Separate practice & personal1.5 hrs
- Track rent, insurance & overhead2 hrs
- Log CE & licensing fees1 hr
- Hunt down receipts1.5 hrs
- Chase unpaid client bills1.5 hrs
- Reconcile accounts1.5 hrs
- Separated automaticallyAutomatic
- Categorized, 99% accurateAutomatic
- Flagged as deductibleAutomatic
- Snapped or found in emailAutomatic
- Reminders sent for youAutomatic
- Reconciled nightlyAutomatic
- Inside Tabby 2.0
Your whole practice 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 solo practices.
| 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
- 10 Tabby Talk AI credits
- 1 user · no accountant
- 5 invoices/month · collect via ACH & card
- AI categorization & auto vendor recognition
- Mobile app & self-serve AI chat support
- Up to $200K/yr tracked expenses · 3 bank connections
- 250 Tabby Talk AI credits · unlimited invoices & estimates
- 1 user + 1 accountant seat
- Vendor management & custom categories
- Tax-ready reports · Excel & PDF export
- Ramp & Stripe integrations
- Up to $400K/yr tracked expenses · 6 bank connections
- 450 Tabby Talk AI credits
- 3 users + 1 accountant seat
- Split transactions · AI chart of accounts · sub-ledgers
- Classes (up to 10)
- Human chat + email support
- Unlimited expenses, banks & users + 2 accountant seats
- 750 Tabby Talk AI credits
- Unlimited Classes
- Consolidated multi-entity & general ledger reports
- Live onboarding call with our team
- Priority support
Every plan includes AI categorization, the mobile app, Plaid bank connections and 256-bit encryption. Tabby's fees are tax-deductible. Compare all plans →
Yes. Tabby is AI bookkeeping software built with a licensed CPA for therapists, counselors, psychologists, solo attorneys, chiropractors, physical therapists, nurse practitioners, optometrists and solo dentists. It tracks practice income and expenses and keeps tax-ready books.
Professional liability and malpractice coverage are generally deductible practice expenses. Tabby categorizes and tracks them automatically.
Yes. Tabby handles the bookkeeping side, from expenses to P&L and tax-ready reports, and works alongside your EHR, scheduling or billing software.
CE requirements, license renewals and professional development related to your practice are generally deductible. Tabby captures them from your accounts automatically.
Yes. Tabby separates personal and business spending automatically, even when you use one account for both, so your books and tax reports stay accurate.
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 run a practice. Not a finance team.
- Free plan forever
- 30-day money-back guarantee
- Cancel anytime