Bring your activity together
Connect a supported bank through Plaid, import transactions, and return to the same connection to sync new activity.
HOW SYMPLER WORKS
Less busywork.
More business.
Your bank activity, the context behind each expense, and a clearer path to tax time. Together in one simple workspace.
By invitation only · No card required
ONE CONNECTED WORKFLOW
From bank activity to a clearer picture.
Let AI start the sorting
Organize uncategorized purchases with editable AI suggestions. Keep your existing choices and add the business context only you know.
Keep the details that matter
Add transaction notes, link a vendor, and preserve the reason behind each decision for your accountant.
YOU STAY IN CONTROL
A bookkeeper you can talk to.
“That payment was for paint on a client project.”
Explain an expense in plain language. The assistant uses the selected business and transaction to suggest a category and a note. Review the proposed change before saving.
When the same payee serves the same purpose, approved payee rules help avoid repeating the explanation. You can edit or forget those rules in AI settings.
Explore the sample workspace ↗ILLUSTRATIVE CONVERSATION
These supplies were for a customer’s painting project.
I suggest Supplies. I’ll keep a note about the client project so your accountant has the context.
Suggested categorySuppliesReview, save, or change it.
BE READY FOR BETTER QUESTIONS
Tax planning starts with better records.
Separate business and personal
A shared card needs purchase-level detail. A card payment alone does not tell you which charges belong to the business.
Keep loan activity clear
Loan proceeds, principal repayments, and interest need separate treatment. Unknown splits remain visible for follow-up.
See what needs attention
Use the completeness view and tax planning profile to identify missing details before requesting professional review.
CLEAR EXPECTATIONS
Know what the software has checked.
Does AI categorization reconcile my statement?
Categorization gives a transaction a bookkeeping label. Statement reconciliation separately compares balances and supporting records. An AI guess is not evidence that an account balances.
Can I edit a category later?
Yes. AI suggestions remain editable. Saved notes and payee rules help preserve your reasoning without locking you into an AI decision.
Is every feature in the demo available?
The interactive demo includes product concepts and fictional data. Bank imports, transaction categories, notes, vendor workflows, and the assistant are part of the live pilot. Invoicing and additional integrations are still being developed.
RECORDKEEPING REFERENCES
Start with reliable guidance.
For the underlying recordkeeping principles, see the IRS guide to business recordkeeping and Publication 334, Tax Guide for Small Business. These sources support record organization; your particular tax treatment depends on the facts.
YOU HAVE A BUSINESS TO RUN.
Let’s make room for it.
Bookkeeping Made Simple. Built around your business.