Koody for Business - AI bookkeeping and tax prep for small businesses

Koody for Business helps sole proprietors and small businesses turn bank transactions into categorized income and expenses, cash flow insights, profit and loss reports, and Schedule C records.

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Hi everyone, I'm Hallie, founder of Koody. 👋 I'm excited to introduce Koody for Business! AI-powered accounting, bookkeeping, and tax prep software for sole proprietors and small businesses. Koody already supported business finances, but personal and business activity lived in one workspace. Then we noticed something: many of our customers were creating complex workarounds to keep them separate. So we gave business finances a space of their own. Customers can manage just their business finances, just their personal finances, or both in separate workspaces, even when the money comes from the same bank account. Upload your bank or credit card statements, and Koody extracts and automatically categorizes the transactions. Those records become cash flow views, profit and loss reports, and the starting point for Schedule C preparation. You can bring in months of history, compare reporting periods, and export records for your accountant. That includes statements from credit unions and banks that won't connect to other finance apps. You can use the accounts you already have, without setting up a bank connection. I want someone running a business to be able to pick up their phone or laptop, understand what's happening with their money, and feel confident keeping their records up to date. That should be a straightforward, even enjoyable part of running their business. And when tax time comes around, I want them to feel prepared because they've been keeping up throughout the year, rather than dreading the work ahead. That's the experience we're working towards with Koody. I'm proud of this step and even more excited to share what we've built. Take a look at the walkthrough and screenshots. If you run your own business, I'd love to hear which part of keeping your books takes up the most time. I'm here to answer your questions.

Having personal and business finances in one app sounds really handy

 That's what I think too! Thank you.