Max the Bookkeeper

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.