Case study · Internal tool

Audit-Proof Books

Bookkeeping on autopilot for a small business: records that hold up if the IRS ever asks. This is a visual walkthrough with sample data — the app itself is a private build.

One dashboard, always current

Deductions, mileage, and meals totalled live as data comes in. The action items call out exactly what a CPA — or an auditor — would ask about, like the $85 expense missing its receipt.

One dashboard, always current

Data gets in four ways

Drop in a bank or card CSV and map the columns once — the app remembers the layout, so future imports from that source are one click. Receipt photos are scanned for vendor, date, and total. Mileage imports and manual entry cover the rest.

Data gets in four ways

Categorized automatically — and it learns

Every transaction is auto-assigned a Schedule-C-friendly category by vendor. Retag one and the app learns the rule for next time. Anything $75+ without a receipt gets flagged, per the IRS threshold.

Categorized automatically — and it learns

The rules are yours to see

No black box: the vendor-to-category rules the app has learned sit in a plain list you can edit. Export hands your CPA a clean, tabbed workbook at year end.

The rules are yours to see

Your books could run themselves too.

This took days to build, not months — and it's shaped to one business's exact workflow. Yours would be too.

Book a free call →