From bank connection to filed return, mostly on autopilot
Tryizzy does the work a bookkeeper and a tax preparer would, with AI doing the heavy lifting and a human only when something is unclear.
Welcome back, Maya
May 2026 overview
$0
9.3% MoM
$0
7 accounts synced
0
~2 min to clear
Jun 1
May close and P&L
- +$4,820.16
Stripe payout
Categorized as Sales revenue
- −$8,240
Gusto payroll
Categorized as Payroll
- −$45
Figma
Matched to Software
- Review
Apple Store
Needs your input
From bank connection to filed return
Four steps, mostly automatic. You only step in when the AI asks a question.
01Connect your bank
Link an account through Plaid in under a minute, or upload statements and receipts. We import the full history.
02AI categorizes everything
Each transaction is matched to a chart of accounts entry with a confidence score. Anything unclear becomes a question.
03Books close monthly
We reconcile, post adjustments, and generate your P&L and balance sheet on a fixed schedule you can count on.
04We file your taxes
Sales tax stays tracked all year and your federal return is prepared from closed books. Add a CPA review if you want a second set of eyes.
This is the actual product
Not a mockup of a someday roadmap. Here is what you log into on day one.
Categorization
Every transaction, sorted the moment it lands
AI reads each line, matches it to the right account with a confidence score, and learns your patterns. You review only what it is unsure about.
- Confidence on every line
- Learns your vendors
- Inline edits in one click
Transactions
May 2026- May 21
Stripe payout
Mercury ••2241
+$4,820.16Sales revenue99% - May 21
Gusto payroll
Mercury ••2241
−$8,240Payroll99% - May 20
Blue Bottle Coffee
Amex ••1009
−$18.50Meals97% - May 20
Figma
Amex ••1009
−$45Software98% - May 19
Notion Labs
Amex ••1009
−$16Categorizing - May 18
Transfer to savings
Mercury ••2241
−$1,500Owner draw64% - May 17
Adobe Creative Cloud
Amex ••1009
−$54.99Software99% - May 16
U-Haul moving supplies
Mercury ••2241
−$212.40Office supplies88%
Reporting
Financials that are ready before you ask
A monthly profit and loss and balance sheet, built from clean books and delivered on the fifth. Compare any month against the last at a glance.
- Monthly P&L and balance sheet
- Year to date comparisons
- Exportable PDFs
Profit and loss
May 2026 · accrual basis
Revenue
$0
Expenses
$0
Net income
$0
Clarifications
It asks a question instead of guessing
When the AI is not sure, it asks one plain-English question. You answer, it remembers the rule, and your books stay accurate without the back and forth.
- Plain-English questions
- Answers become rules
- No accounting jargon
Clarifications
When the AI is not sure, it asks instead of guessing. Answer in a tap and your books update.
Transfer to savings
May 18 · $1,500 · Mercury ••2241
Was this an owner draw or a business savings transfer?
Apple Store
May 15 · $1,299 · Amex ••1009
Is the new laptop a business asset or a personal purchase?
Venmo from J. Reyes
May 12 · $600 · Mercury ••2241
Is this client income or a personal reimbursement?
A full back office, run by AI
Bookkeeping, reconciliation, financial statements, sales tax, and filing. No stack of tools, no monthly bookkeeper invoice.
AI categorization
Every transaction is classified to the right account the moment it lands, with a confidence score and a reason you can read.
Continuous reconciliation
Your ledger stays matched to the bank in real time. No month-end scramble, no spreadsheet archaeology.
Monthly financials
A clean profit and loss statement plus a balance sheet, generated on the first of every month, ready to read.
Sales tax tracking
We track taxable revenue by jurisdiction so you always know what you owe and when it is due.
Federal filing included
Your annual federal return is prepared from the books we already closed. No separate tax software, no surprises.
Clarifications inbox
When the AI is unsure, it asks one short question instead of guessing. Answer it, and the books update.
Questions, answered plainly
Run your business. We'll run the books.
Connect a bank and watch the first month categorize itself. One flat plan, no setup fees, no annual contract.
Bank grade encryption. No credit card to start.