Self-employed professionals · Solo operators
Cash Basis AI
Cash-basis accounting, finally built for the people doing the work.
A financial accounting app for self-employed professionals. Plaid-linked banking, AI categorization, voice capture, and a daily audio recap of where your money went. Less time in QuickBooks, more time on the work.
What it does
Built for the work, not the demo.
Plaid bank linking
Connect any bank in 60 seconds. Transactions sync automatically — no CSV exports, no copy-paste.
AI categorization
Transactions get categorized automatically and learn your business as you correct. Less rule-keeping, fewer surprises at year-end.
Voice capture
Describe a transaction out loud — “forty dollars cash for materials at the supply yard” — and the app files it.
Daily audio recap
Each morning, a 60-second audio briefing on yesterday's cash movement. Listen on the drive, skip the spreadsheet.
iOS + installable PWA
Native iOS app on TestFlight today, plus an installable web app on Android and desktop. Same data, same recaps, your choice of device.
Multi-company support
Side hustle plus the main gig? Command tier supports multiple companies under one account with separate books.
How it works
Three steps. No fuss.
Link your bank
Plaid takes you straight to your bank's login. We never see your credentials.
AI categorizes
Transactions get filed automatically. Review, approve, and the categorizer gets smarter every week.
Listen to the recap
Open the app each morning for a 60-second audio recap of yesterday's cash. That's your daily check-in.
Get on the list
Beta access is opening up.
Drop your email and we'll let you know the moment your spot is ready.
We'll only use your email to reach out about Cash Basis AI. No spam.
Questions
Good to know.
Is my bank data secure?
Yes. Plaid is the same banking infrastructure your bank already trusts — we never see your credentials, and you can revoke access from your bank or from Cash Basis AI at any time.
Does it replace QuickBooks?
For self-employed, cash-basis bookkeeping: yes. If you run accrual accounting or W-2 payroll, Cash Basis AI isn't the right tool yet — we're focused on solo operators first.
When does it launch publicly?
Open beta is rolling out to the waitlist now. Public release follows shortly. Get on the list and we'll send your invite as a spot opens.
What does it cost?
Beta access is free. Paid tiers (Solo and Command) come at public launch, with Solo priced well below a QuickBooks subscription.
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