AI-Powered Automatic Bookkeeping
Connect your accounts and let AI handle daily bookkeeping. Review, approve, done.
Key Benefits
Bookkeeping is essential but tedious. Every transaction needs to be categorized, reconciled, and documented—work that piles up quickly if you fall behind. FiscalInsights automates the daily grind of bookkeeping by connecting to your bank accounts, credit cards, and payment processors, then using AI to categorize every transaction as it arrives.
The AI isn't guessing. It's trained on millions of business transactions and learns your specific patterns over time. It knows your regular vendors, understands seasonal spending changes, and gets smarter with every correction you make. After a few weeks of use, most businesses see 95%+ auto-categorization accuracy, meaning you only need to review a handful of exceptions.
The review workflow makes approval fast. Each day or week, open the review queue, scan the AI's categorizations, approve in bulk, and adjust the few that need correction. An audit trail logs every transaction and every change, so your records are always complete and defensible. You get accurate, up-to-date books without spending hours on manual data entry.
How It Works
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Related Features
Bank Reconciliation
Automatically match transactions and reconcile accounts with AI-powered suggestions.
Catch-Up Bookkeeping
Behind on bookkeeping? Import historical transactions and our AI categorizes them fast.
Chart of Accounts
Start with industry templates or customize your chart of accounts for your business.