Automated Bookkeeping
Your books update themselves
Connect your accounts once. Never touch a spreadsheet again.
Stop doing bookkeeping. Start seeing insights.
Traditional bookkeeping means hours of manual data entry, endless receipt sorting, and monthly reconciliation headaches.
We built something better. Connect your financial accounts and our AI handles the rest—categorizing transactions, matching receipts, and generating real-time financial statements while you focus on building your business.
The Process
Connections that just work
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Intelligence that learns
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Insights that matter
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Everything you need to run your bookkeeping automatically, from AI categorization to multi-entity support.
- Universal connectivity
- AI-powered categorization
- Instant receipt matching
- Real-time financial statements
- Smart reconciliation
- Multi-entity accounting
Connect unlimited bank accounts
Support for thousands of financial institutions through Plaid, plus direct integrations with Stripe, PayPal, and Square.
Built for modern businesses
E-commerce ready
Automatic sales, fees, and refund tracking from Shopify and WooCommerce. Cost of goods sold calculations based on inventory movements.
SaaS optimized
Monthly recurring revenue tracking, churn analysis, and deferred revenue recognition. Built-in metrics for subscription businesses.
Service business friendly
Project-based expense tracking, client invoicing, and contractor payment management. 1099 forms generated automatically at year-end.
International support
Multi-currency transactions handled automatically. Foreign exchange gains and losses calculated and categorized correctly.
Intelligence built in
Anomaly detection
This $3,500 AWS charge is 4x your monthly average. Is this expected?
Cash flow forecasting
Based on current burn rate and revenue trends, you have 14.3 months of runway remaining.
Tax optimization
You've spent $4,200 on home office expenses this year. Consider claiming the home office deduction to save ~$1,100 in taxes.
Spending insights
Marketing spend increased 45% this quarter but revenue only grew 12%. Review your customer acquisition costs.
Missing receipts
You have 8 transactions over $75 without receipts. IRS requires documentation for these amounts.
Accountant collaboration
Your accountant will actually enjoy working with your books.
Invite with permissions
Grant read-only access or full editing rights. Your accountant sees the same real-time data you do.
Comments and notes
Ask questions directly on transactions. Get answers without endless email threads or phone calls.
Export anywhere
Download as CSV, PDF, or QuickBooks format. Share reports with investors, lenders, or tax preparers instantly.
Audit trail
Every change logged with timestamp and user. Complete history for tax audits or financial reviews.
Receipt management made effortless
Open the app, snap a photo, done. AI reads the receipt and attaches it to the matching transaction automatically.
Forward receipts to receipts@pluvel.com from any email. Our system processes them and files them correctly.
Drag and drop a folder of receipt images. We process hundreds at once, matching each to its transaction.
Receipts stored for 7 years (IRS requirement). Searchable by merchant, amount, date, or category. Never lose documentation again.
The data you need, when you need it
Profit & Loss
Revenue, expenses, and net income by month, quarter, or year. Compare periods to spot trends.
Balance Sheet
Assets, liabilities, and equity updated in real-time. Track your company's financial position at a glance.
Cash Flow Statement
Operating, investing, and financing activities. See exactly how cash moves through your business.
Budget tracking
Set monthly budgets by category. Get alerts when you're approaching or exceeding limits.
Custom reports
Filter by date range, category, account, or vendor. Export to Excel for deeper analysis.
Security that scales
Bank-level encryption
256-bit encryption at rest and in transit. SOC 2 Type II certified with annual third-party audits.
Read-only connections
We never have write access to your bank accounts. Connections use OAuth and can be revoked instantly.
Automatic backups
All financial data backed up continuously. Point-in-time recovery available if needed.
Role-based access
Control exactly who sees what. Different permissions for accountants, bookkeepers, and team members.
Import up to 24 months of historical transactions on day one. Get caught up instantly instead of starting from scratch. As you grow, our system scales—from sole proprietor to multi-entity operation without missing a beat.
Frequently
Asked
Questions
How long does setup take?
5-10 minutes to connect your first account. Historical transactions import automatically in the background.
What if the AI miscategorizes something?
Simply change the category. The AI learns from your correction and won't make that mistake again.
Can I still use QuickBooks?
You won't need to, but yes—you can export data to QuickBooks format anytime.
Do I still need a bookkeeper?
For most small businesses, no. Our AI handles what bookkeepers traditionally do. For complex situations, invite your bookkeeper to collaborate in the platform.
Is my data safe if Pluvel shuts down?
You can export all data anytime. We also provide 90-day advance notice if we ever shut down, with full data export assistance.
Start Building
Connect your accounts once. Never touch a spreadsheet again.