Welcome to Tabby

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

1. Bank & Credit Card Connection (via Plaid) — securely connect your financial accounts; Tabby pulls transactions daily (real-time for Pro users).
2. AI Transaction Categorization — auto-categorizes every transaction using bank description, merchant info, machine learning, and your past manual corrections.
3. Receipt Scanning — upload a receipt and Tabby extracts amount, date, merchant, category, payment method, and notes.
4. AI Bookkeeping — automated categorization, ledger entries, reconciliation, financial summaries, and tax-ready reports.
5. Financial Reports — Profit & Loss, cash flow summary, expense breakdown, tax-deduction report, monthly summaries.
6. Invoicing — create and send invoices; track unpaid, pending, and paid status.
7. Mobile App — scan receipts, track expenses, review categorization, approve/edit entries, view reports, manage finances on the go.
8. User Management — Standard: 1 user. Professional: up to 5 users (Admin, Accountant, Employee roles).

Need help? Visit support.usetabby.com

Updated on: 03/10/2026