Bookkeeping
A real business needs real books.
Revenue, costs and profit, kept current automatically, with every transaction behind the number.
Business P&L · Year to date
Most books are only right once a year.
"I only look at my numbers in April."
By then it is too late to plan around them.
"I don't know what I actually made this year."
Payments land from several clients across Stripe, ACH and wire.
"A bookkeeper costs more than my whole software stack."
Hiring one often runs $2,400 to $6,000 a year.
How it works
Transactions flow in.
From every connected account, already categorized.
Your books update themselves.
Profit and loss stays current as money comes in and goes out.
Flags show what needs a look.
Anything Sumly is unsure about is marked for your review, so nothing slips through.
Every number shows where it came from.
Click any figure in your P&L and see the transactions behind it. When your tax pro has a question, the answer is already there.
What your books include
| Report | What it shows |
|---|---|
| Business P&L | Revenue, costs and profit for any period |
| Schedule C + Home Office | Your business income and expenses on the lines the IRS uses, with your home office deduction |
| Transaction Summary | Every transaction, grouped by category |
| Summary for Tax Pro | A ready-to-share summary for whoever files your return |
| Year-end financials | Your full year, closed and ready for filing |
"For the first time since going solo, I actually understand where my money goes."
Automated bookkeeping, P&L reports and year-end financials are included in Strive and Thrive. Both start with a 14-day free trial.
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Know what your business made, any day of the year.
Connect your accounts in minutes and see your P&L.
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A short email when something is worth knowing. Deadlines, deductions, and the occasional pep talk for your business.
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