Everything a small business needs. None of the cockpit.
Capture, classify, review, and report — a full bookkeeping stack that hides its complexity until you ask for it.
Receipt capture
Native iOS scan: one shutter tap, the reading happens server-side, and the receipt files itself.
AI extraction & classification
Merchant, date, totals, line items, category, and deduction type — each with a confidence score.
Gmail discovery
Opt-in and read-only: run a sweep of your mailbox and it pulls in the receipts you were emailed and forgot.
Deductions & evidence
A tax-year view by category, with evidence completeness, an estimated tax saving, and missing-purpose prompts.
Double-entry ledger
A real chart of accounts and balanced journal entries — immutable, period-locked, accountant-ready.
Square sales & transactions
Revenue-side visibility: daily sales, top categories, transactions, and POS fees, beside your expenses.
Reports & exports
P&L, balance sheet, trial balance, sales tax — plus a one-click accountant export in CSV.
Team & accountant access
Owner, co-admin, bookkeeper, add-receipts, and read-only roles. Invite by email in seconds.
Your bank feed, matched to your books
Connect an account through Plaid and WispBooks lines every bank transaction up against what's already posted — matched, suggested, or still waiting on you. Read-only: we can see the account, never move money.
- Square payouts matched to the deposits that land
- Categorize, transfer, confirm, or ignore in plain English
- Rules you write once and the agent applies forever
A tour of the key screens
Review
One item at a time: the original receipt on the left, the extracted fields on the right, each with a confidence score and the reason behind it. Approve, edit, or answer the one question that matters.
Deductions
The tax year at a glance — what's claimed, what's missing evidence, and what WispBooks thinks you're leaving on the table.
Tax preview
A projection, never a filing: federal and state liability, safe-harbor guidance, and a books-to-taxes bridge where every line traces back to the entries behind it.
Banking
Link your bank read-only through Plaid. Transactions arrive matched against the ledger, flagged as matched, suggested, or still needing a receipt.
Accounts
Chart of accounts, journal entries, period locks — the real ledger underneath.
Try it on this month's receipts.
Free for 30 days, no card. Connect Square, scan a few receipts, and see what the books look like.