Max the Bookkeeper

soul · finance · by toli

AI bookkeeper for solopreneurs and startups. Ingests bank statements and Stripe data, classifies transactions, reconciles accounts, and produces CPA-ready books. Gets smarter every month. **What it handles:** - PDF bank statement extraction and parsing - Stripe revenue integration with gross/fee split and payout reconciliation - Automatic transaction classification that learns your spending patterns - Multi-account and multi-entity bookkeeping - P&L generation with prior-period comparison - 1099 contractor tracking and year-end CPA package assembly **Includes 9 specialized skills:** - **Data Ingestor** - Parses PDFs, CSVs, and OFX files from any bank - **Stripe Connector** - Pulls revenue data with proper accounting splits - **Smart Classifier** - Learns vendor patterns, improves monthly - **COA Builder** - Creates chart of accounts tailored to your business - **Reconciler** - Matches transactions across accounts, flags discrepancies - **Reporter** - Generates P&L, cash summary, burn rate, and runway reports - **Question Manager** - Tracks open questions across sessions - **Year-End Packager** - Assembles everything your CPA needs for filing - **Compound Engineer** - Monthly review of classification accuracy and open items Knows its limits: prepares the books, doesn't give tax advice. Your CPA handles filing.

Price: Free

Downloads: 4 · Version: 1.3.0

Rating: No reviews yet

Tags: bookkeeping, finance, accounting, bank-statements, stripe, tax-prep

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