Free
$0/forever
- Up to $15K/yr tracked expenses · 1 bank connection
- 10 Tabby Talk AI credits
- 1 user · no accountant
- 5 invoices/month · collect via ACH & card
- AI categorization & auto vendor recognition
- Mobile app & self-serve AI chat support
Overview
What Tabby Does
Tabby functions as an AI-powered bookkeeping assistant designed to streamline financial management for small businesses and self-employed individuals. Users connect their bank accounts, credit cards, and payment apps, allowing Tabby to automatically sort and reconcile transactions. The system is built to learn from user approvals, improving its accuracy over time.
Key Functions and Benefits
- Automated Bookkeeping: Tabby categorizes every transaction, matches receipts, and generates professional invoices in seconds. It can process up to 180 days of historical data upon setup.
- Tax Readiness: The platform proactively identifies potential tax deductions nightly and provides live quarterly tax estimates, helping users avoid surprises during tax season.
- Financial Insights: With "Tabby Talk," users can ask financial questions via voice or text, receiving answers based on their real-time numbers, similar to having a CFO.
- User-Friendly Interface: Designed for non-accountants, Tabby aims to simplify complex financial tasks, requiring minimal weekly input from the user for approvals.
The tool is built by a licensed CPA, ensuring its tax logic is grounded in professional practice, and operates with bank-level security through read-only access via Plaid.
Key features
- AI-powered transaction categorization
- Automated receipt matching
- Instant invoice creation
- Live quarterly tax estimates
- AI deduction discovery
- "Tabby Talk" AI assistant for financial queries
- Mobile app for on-the-go management
- Vendor management and custom categories
Who uses it
Small business owners, freelancers, contractors, real estate professionals, consultants, coaches, solo licensed professionals, restaurants, salons, studios, trainers, groomers, therapists, and attorneys. It is also utilized by accounting professionals.
Pros
- Automates core bookkeeping tasks like categorization, receipt matching, and invoicing.
- Provides proactive tax deduction discovery and quarterly tax estimates.
- Includes an AI assistant ("Tabby Talk") for answering financial questions.
- Offers a free plan suitable for individuals with lower expense volumes.
- Designed by a licensed CPA, ensuring reliable tax logic and bank-level security.
Cons
- The free plan has significant limitations on tracked expenses and bank connections.
- Requires user approval for automated actions, meaning it's not fully hands-off.
- Limited to one user and one accountant seat even on the Standard paid plan.
- No explicit mention of integrations with other business tools beyond bank connections.
Our take
Tabby offers a practical solution for small businesses and self-employed individuals seeking to automate their bookkeeping and simplify tax preparation. Its AI-driven features aim to reduce manual effort and provide accessible financial insights.
Pricing plans
Standard
$15/mo
- Up to $200K/yr tracked expenses · 3 bank connections
- 250 Tabby Talk AI credits · unlimited invoices & estimates
- 1 user + 1 accountant seat
- Vendor management & custom categories
- Tax-ready reports · Excel & PDF export
- Ramp & Stripe integrations
Pro
$25/mo
- Up to $400K/yr tracked expenses · 6 bank connections
- 450 Tabby Talk AI credits
- 3 users + 1 accountant seat
- Split transactions · AI chart of accounts · sub-ledgers
- Classes (up to 10)
- Human chat + email support
Growth
$45/mo
- Unlimited expenses, banks & users + 2 accountant seats
- 750 Tabby Talk AI credits
- Unlimited Classes
- Consolidated multi-entity & general ledger reports
- Live onboarding call with our team
- Priority support
Pricing details are provided for reference and may differ from the vendor's current plans.
Comments
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