Question 1

Welcome to Tabby

Accepted Answer

Tabby is an AI-powered bookkeeping and financial automation tool built for:

Freelancers
1099 workers
Gig workers
Solopreneurs
Real estate professionals
Startups and very small businesses (0–3 employees)

Tabby connects with your bank accounts and credit cards (via Plaid) and automates expense tracking, categorization, receipt scanning, AI bookkeeping, tax deduction tracking, reporting, invoicing, and financial insights.

Tabby is mobile-first, extremely simple, and built for non-accountants who want bookkeeping done with zero stress.

Key Features

Bank & Credit Card Connection (via Plaid) — securely connect your financial accounts; Tabby pulls transactions daily (real-time for Pro users).
AI Transaction Categorization — auto-categorizes every transaction using bank description, merchant info, machine learning, and your past manual corrections.
Receipt Scanning — upload a receipt and Tabby extracts amount, date, merchant, category, payment method, and notes.
AI Bookkeeping — automated categorization, ledger entries, reconciliation, financial summaries, and tax-ready reports.
Financial Reports — Profit & Loss, cash flow summary, expense breakdown, tax-deduction report, monthly summaries.
Invoicing — create and send invoices; track unpaid, pending, and paid status.
Mobile App — scan receipts, track expenses, review categorization, approve/edit entries, view reports, manage finances on the go.
*User Management

Question 2

Bank feeds: view, categorize and fix every transaction

Accepted Answer

Bank feeds is the list of every transaction from your connected bank and card accounts. Tabby categorizes each one as it arrives. Your part is smaller: check its work, fix what it got wrong, and deal with the few it couldn't place.

This guide covers everything on the page, from reading a single row to splitting, matching and exporting.

|| Before you start: Bank feeds is empty until you connect an account or upload a statement. See Bank connections to set that up.

A Quick Tour of the Page

Open Bank feeds from the left sidebar.

The Bank feeds page with numbered callouts The Bank feeds page. The numbers match the list below.

Page actions. Upload a statement, export what you see to CSV, or connect another account.
Connected accounts. One card for each account that feeds this page.
Tabby AI status. How much of your feed is categorized and how many transactions still need you.
Status tabs. All, Categorized, Excluded and Matched.
Search and Filters. Narrow the list down.
The transaction table. One row per transaction. Click a row to open its details.

Connected accounts

Each card shows the account name, the bank, the last four digits, the balance and when the account last synced. Credit cards show Balance owed instead of Balance.

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Question 3

General information

Accepted Answer

What is Tabby?

Tabby is AI bookkeeping software for US small businesses. It connects to your bank and credit card accounts, categorizes every transaction into the right tax category, and keeps a full double-entry general ledger. You get a Profit & Loss, Balance Sheet, Cash Flow statement and a tax-ready report without doing the bookkeeping by hand.

Who is Tabby for?

Tabby is built for solopreneurs, freelancers and small businesses in the US that want clean books without hiring a full-time bookkeeper. Typical users are real estate agents, contractors, consultants, coaches, restaurants, salons and other service businesses, and solo licensed professionals. Accountants and bookkeepers use Tabby for Accountants to manage their clients.

What does Tabby do?

Tabby does the day-to-day bookkeeping for you:

Imports transactions from your bank and credit cards
Categorizes them with AI and learns from your corrections
Sends invoices, estimates and sales receipts, and records payments
Tracks bills, vendors, receipts and 1099 contractors
Produces financial statements and a tax-ready report for your CPA

How does Tabby work?

You connect your bank accounts through Plaid or upload statements. Tabby reads each transaction, suggests a category, a vendor and the matching tax line, and posts it to your books. Anything it isn't sure about goes to a Review queue for you to approve. Every correction teaches Tabby how you want similar transactions handled next time.

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Question 4

Get started with Tabby Talk

Accepted Answer

Tabby Talk is the AI assistant built into Tabby. You type what you need in plain English. It can answer questions about your books, and when you ask, it does bookkeeping work for you: categorizing transactions, drafting invoices, logging expenses and running reports.

It never changes your books without showing you first. Every change waits for your approval.

Tabby Talk is in beta, so you'll see a Beta label next to its name.

Agent or Chats: which one to use

Tabby Talk has two tabs. They do different jobs.

| | Agent | Chats | | ---- | ---- | ---- | | Use it to | Get a task done | Ask a question | | Examples | "Invoice Acme for 10 hours of consulting", "Categorize my uncategorized transactions" | "Why did software spend jump in August?", "How do credits work?" | | How it works | One working thread, with a library of ready-made tasks | Separate conversations that you can search, pin and come back to | | Cost | 0.5 credit per task | 1 credit per message |

You don't have to get this right. If you type a question into the Agent tab, Tabby opens it in Chats for you.

Open Tabby Talk

Click Tabby Talk at the top of the left sidebar. You can also reach it from other pages:

On the Dashboard, type in the box that reads "Ask Tabby Talk to create, find or explain anything in your books".
In Bank feeds, choose Ask Tabby Talk about it from a transaction's menu.
In Review, click Ask Tabby.

![The Ask Tabby Talk box at the top of the Dashboard.]

Question 5

Connecting Your First Bank Account

Accepted Answer

Your books can't update automatically until a bank is connected.

Steps

From any screen, click Connect Bank (or go to Bank Connections in the sidebar).
Search for your bank or credit card provider.
Log in securely through Plaid — Tabby never sees or stores your banking password.
Select which accounts to sync (checking, savings, credit cards).
Click Connect. Your transactions begin importing within a few minutes.

Need Help? If your bank isn't listed or the connection fails, see Banking & Transactions → "What to do if your bank connection breaks."

Question 6

Quick facts about Tabby

Accepted Answer

Use this block as the short, citable summary of Tabby for search engines, AI assistants and press.

| Fact | Detail | | ---- | ---- | | What it is | AI bookkeeping and accounting software for US small businesses, freelancers and solopreneurs | | Website | https://www.usetabby.com | | Company | Spensibly, Inc., doing business as Tabby, a Delaware corporation | | Headquarters | New York, NY (118-21 Queens Blvd, Suite 606, Forest Hills, NY 11375) | | Founders | Ahad Ali, CPA (CEO) and Shah Paran (CTO) | | Public launch | July 29, 2025 (Product Hunt) | | Users | 6,000+ registered businesses and 200+ accounting firms (October 2026) | | Recognition | TechCrunch Startup Battlefield 200 (2026) | | Where it works | United States. Canada is next. | | Bank connections | Plaid, read-only, plus PDF, CSV and Excel statement uploads | | Plans | Free, Standard ($30/mo), Pro ($50/mo), Growth ($90/mo). 20% off when billed yearly. | | Apps | Web app, plus iOS and Android apps (US App Store and Google Play) | | Support | support@usetabby.com, live chat in the app, help center at help.usetabby.com |

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