A place for the paperwork
Drop statements, receipts, invoices, W-9s, payroll reports and tax letters into the Inbox. Nani files them inside your encrypted company file and asks about anything it can’t place.
A little order, from start to finish
All the details.
A clearer picture.
Bring the paperwork. Answer the questions. Get back to your business with books you can understand and a year-end package your CPA can work with.
Explore the sample books01 / Bring it together
Your statements.
The source of truth.
Every bank and card transaction starts with a statement you import. Review suggestions, choose categories and see which accounts still need attention.
Nani works on a cash basis: income when money arrives, expenses when money leaves. No bank password or live bank connection needed.
See how importing works
02 / Make sense of it
Less sorting.
More answering.
The Interview groups unclear transactions by merchant and asks what they were for. Take Nani’s guess, choose another category or add the detail your CPA will need.
Remember an answer for next time and Nani makes a rule. Your optional AI can suggest changes too, with a reason attached.
Meet your AI’s new workspaceThe practical things, together
Small details.
Considered.
Statements that add up
Import CSV, QFX or OFX downloads alongside statement PDFs. Nani checks opening and closing balances, spots duplicate imports and helps you reconcile each account.
Rules that remember
Categorize several transactions together, split a payment, match transfers between your accounts and save a rule for the next time the same merchant appears.
Keep the everyday details
Make invoices, track payments and bills, log business mileage and keep home-office, inventory, equipment and contractor records together.
Room for your CPA’s entries
Record journal entries, including repeating entries. Corrections preserve the history through reversals, and year locks help protect completed books.
Your file. Your backups.
Each company lives in one encrypted file. Choose a backup folder, restore to a new copy and export your tables and filed documents when you need them.
03 / Finish the year
A handoff.
Not a scavenger hunt.
Review 18 reports, work through the year-end checklist and make one CPA package with reports, accounting exports and your filed documents.
Make a marked draft while there’s work left. Finish the checklist for the final package, then lock the year against accidental changes.
Nani organizes your books. Your CPA reviews the records and prepares your return. Nani does not provide tax, legal or accounting advice.
Inside the CPA package
Is Nani right for you?
Built for the business
you actually run.
For U.S. small businesses using cash-basis accounting, U.S. dollars and a calendar year: sole proprietors, single-member LLCs, partnerships, S corporations and C corporations. Confirm the fit with your CPA.