🚀 Getting Started with Tabby

• General information

  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-tiSome readers

• Quick facts about Tabby

  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 (CSome readers

• Pricing and plans

  How much does Tabby cost? Tabby has four plans: Plan Monthly Billed yearly Yearly expenses Bank connections Users Tabby Talk credits Free $0 $0 Up to $15K 1 1 10/mo Standard $30/mo $24/mo ($288/yr) Up to $200K 3 1 + 1 accountant 250/mo Pro $50/mo $40/mo ($480/yr) Up to $400K 6 3 + 1 accountant 450/mo Growth | $90/mo | $72/mo ($864/yr) | Unlimited | Unlimited | Unlimited + 2 aSome readers

• Getting started and your account

  How do I sign up for Tabby? Go to https://www.usetabby.com and choose Get started. Sign up with your email, confirm the one-time code we send you, and answer a few questions about your business. You start on the Free plan, so no card is needed. How long does setup take? Most businesses are set up in under 15 minutes: sign up, connect a bank, and let Tabby import. The first import of history can take up to 24 hours. After that, you spend a few minutes a week reviewing what Tabby flagSome readers

💰 Managing Your Business Finances

• Banking and transactions

  How does Tabby connect to my bank? Tabby connects through Plaid, the bank-connection service used by many US financial apps. You sign in to your bank inside Plaid's window, choose the accounts to share, and Plaid passes read-only transaction data to Tabby. Tabby never sees or stores your bank username or password. Which banks does Tabby support? Tabby supports any institution Plaid supports, which is most US banks, credit unions and card issuers. Plaid lists more than 12,000 institutionFew readers

• Reports and tax readiness

  What reports does Tabby include? Tabby includes the reports a small business and its CPA need: Profit & Loss, Balance Sheet and Statement of Cash Flows Expense Categories, Revenue by Client and Profit & Loss by Class Tax Ready Report, Year-End Summary and 1099 Vendors General Ledger, Trial Balance, Receivables Aging and Payables Aging Reconciliation Report Consolidated reports on Growth What is the Tax Ready Report? It's a year-end summary of your income and deductible expeFew readers

• Accounting technical

  Is Tabby real double-entry accounting? Yes. Tabby keeps a full double-entry general ledger. Every transaction posts a balanced debit and credit to accounts in your chart of accounts, and you can open the journal entry behind any transaction. Can I customize the chart of accounts? Yes. Add, edit, merge, deactivate or delete accounts, set account codes and tax codes, and make sub-accounts by choosing a parent account. Tabby can also suggest accounts for your business type. You can importFew readers

• Expenses, bills and receipts

  How does Tabby categorize expenses? Tabby's AI reads the vendor, amount and description of each transaction and assigns a category mapped to IRS tax lines, such as the Schedule C lines for a sole proprietor. When it isn't confident, it sends the transaction to Review with a suggestion for you to accept or change. Does Tabby learn from my corrections? Yes. When you recategorize a transaction, Tabby offers to apply the same category to similar transactions and remembers the rule for fFew readers

• Income, invoices and getting paid

  Can I send invoices with Tabby? Yes. Create an invoice, add your products or services and sales tax, and send it by email or copy its payment link. Free includes 5 invoices a month; paid plans include unlimited invoices. Can customers pay invoices online? Yes. Connect Stripe and your invoices include a payment link so customers can pay online. Without Stripe, customers pay you the usual way and you record the payment in Tabby. Can I create estimates? Yes. Create an estimate with anFew readers

🤖 AI Bookkeeping & Tabby Talk

• AI bookkeeping: common questions

  Short answers to the questions small business owners ask most about AI bookkeeping. Is there an AI that can do my bookkeeping? Yes. AI bookkeeping software such as Tabby imports your bank transactions, categorizes them, matches payments to invoices and produces financial statements. You review what the AI flags, usually a few minutes a week, instead of entering everything by hand. What's the best AI bookkeeping software? The best one is the one that keeps a real general ledger, connectSome readers

• Tabby Talk, the AI assistant

  What is Tabby Talk? Tabby Talk is the AI assistant inside Tabby. Ask it questions about your books in plain English, such as "How much did I spend on software this year?", or ask it to do a task, such as categorizing uncategorized transactions or drafting an invoice. What can Tabby Talk do? Tabby Talk can answer questions using your transactions, accounts, contacts, invoices, bills and reports. It can prepare changes such as categories, rules, invoices and journal entries, and explain aFew readers

• Bookkeeping glossary

  What is AI bookkeeping? AI bookkeeping is software that uses artificial intelligence to import, categorize and match business transactions and produce financial statements, with a person reviewing the results. What is a bank feed? A bank feed is the automatic flow of transactions from your bank or card into your bookkeeping software, usually through a service like Plaid. What is a chart of accounts? A chart of accounts is the list of categories, called accounts, that your businessFew readers

🔗 Integrations, Migration & Business Support

• Integrations and switching from other software

  What does Tabby integrate with? Tabby connects to thousands of banks and card issuers through Plaid, plus Stripe and Ramp directly. PayPal, Square and Wise usually connect through Plaid. Mercury, Shopify and a direct PayPal connection are coming soon. Does Tabby integrate with QuickBooks? There's no live sync with QuickBooks. To switch, export your chart of accounts, customers, vendors and products from QuickBooks and import them into Tabby, then bring in transaction history from your bSome readers

• Countries, currencies and international use

  Which countries does Tabby support? Tabby is built for US businesses. Its categories and tax lines follow IRS rules and books are kept in US dollars. Canada is the next market. Other countries are on the long-term roadmap without dates. Does Tabby work in Canada? Partly. Many Canadian banks, including TD Canada Trust, connect through Plaid today. Full Canadian support, including Canadian tax rules and sales tax (GST, HST, PST and QST), is in development and is the next market Tabby willFew readers

• Affiliates

  Does Tabby have an affiliate program? Yes. You earn 25% recurring commission on every paying customer you refer, for their first 12 months, with no cap on earnings. How much can I earn per referral? Based on 12 months of a monthly plan: Plan referred Commission over 12 months Standard ($30/mo) $90 Pro ($50/mo) $150 Growth ($90/mo) $270 You also earn a flat $250 bonus when a referred accountant adds their first client. How do I join? Sign upFew readers

• Tabby for accountants and bookkeepers

  What is Tabby for Accountants? Tabby for Accountants is the version of Tabby built for CPAs, bookkeepers and accounting firms. You manage all your clients' books from one dashboard, assign clients to team members, and let Tabby's AI do the categorizing so your team reviews instead of keying in data. Learn more at https://www.usetabby.com/accountants/. How much does Tabby for Accountants cost? It's free for the firm. You pay $15 per client per month for the clients you manage. How mFew readers

• Questions by business type

  Is Tabby good for real estate agents? Yes. Real estate agents are one of Tabby's core groups. Tabby categorizes commission deposits, brokerage splits, MLS and association dues, marketing, staging, and vehicle costs to the right Schedule C lines. HGAR members get 50% off with code HGAR50. How do real estate agents track commissions in Tabby? Commission deposits from your brokerage are categorized as income. If the brokerage deducts fees before paying you, record the gross commission andFew readers

• Partnerships

  Does Tabby partner with associations and organizations? Yes. Tabby partners with professional associations and communities to offer members a discount and bookkeeping education. Email support@usetabby.com to start a conversation. Is there a discount for HGAR members? Yes. Members of the Hudson Gateway Association of Realtors (HGAR) get 50% off with code HGAR50. Can my company integrate with Tabby? Tabby doesn't have a public API yet; it's on the roadmap. If you run a bank, paymFew readers

🔐 Account, Privacy & Tabby Policies

• AppSumo lifetime deal

  Is the Tabby AppSumo deal still available? No. The Tabby lifetime deal on AppSumo is sold out. There's no confirmed date for a return. Sign up for the newsletter at https://www.usetabby.com to hear about future offers. What were the AppSumo tiers? Tier Price Yearly expenses Users Bank accounts Plan features Tier 1 $59 Up to $75K 1 2 Standard Tier 2 $139 Up to $300K 3 5 Pro Tier 3 | $279 | UnlimitedSome readers

• Data privacy, security, terms and data retention

  Is Tabby safe to use? Yes. Tabby encrypts your data in transit with TLS 1.3 and at rest with AES-256, hosts it on AWS in US regions, and connects to banks through Plaid with read-only access. Tabby never stores your bank login. Does Tabby store my bank password? No. You sign in to your bank inside Plaid's window. Plaid handles your credentials and gives Tabby a read-only token for transaction data. Is Plaid secure? Plaid is used by thousands of financial apps and is SOC 2 Type II aFew readers

• Product roadmap

  Where can I see Tabby's roadmap? The public roadmap is at https://www.usetabby.com/roadmap/. What's coming next? These features are in development or planned. Dates aren't guaranteed. Tax: US sales tax and Canadian GST, HST, PST and QST Canada launch: Canadian tax rules and full Canadian support Automatic W-9 and 1099 filing Budgets Loan readiness: a lender-ready view of your books More connections: Mercury, Shopify and a direct PayPal connectionFew readers

• Tabby compared with other options

  Tabby vs QuickBooks Online Both keep a double-entry general ledger with invoicing, bills, classes, reconciliation and standard reports. Tabby's AI does the categorizing and review work, its categories follow IRS tax lines, and it has a free plan. QuickBooks has a deeper set of add-ons such as payroll, inventory and a large app marketplace. Tabby vs Wave Both suit small businesses and have free options. Tabby adds AI categorization that learns from you, an AI assistant, classes, cash orFew readers

📚 Tabby Reference & Important Information

• Appendix B: answers to confirm before publishing

  Multi-currency on Growth: how foreign-currency bank accounts and exchange rates work. Whether the 50% intro discount applies to yearly billing. Payment methods accepted for subscriptions. MFA methods available today. Tabby SOC 2 status. AI training wording, once the privacy policy and terms match. Account deletion timeline. Whether a one-click migration tool from QuickBooks, Wave, Xero or Zoho is live. Whether a direct payroll integration (Gusto, ADP) is live. Whether a perioFew readers

• Appendix A: website facts to fix

  These conflicts on usetabby.com make answers harder for search engines and AI assistants to trust. Fixing them lets you remove the [Confirm] tags above. Where What it says Conflicts with Suggested fix Pricing page FAQ No annual plans Yearly toggle with 20% off Update the FAQ to describe yearly billing Help page, affiliate page 14-day free trial Pricing page lists no trial; Free plan exists Remove the trial or add it to pricing CFew readers

• Tabby FAQ bank

  Answers to the questions people ask most about Tabby, the AI bookkeeping software for US small businesses. Each answer starts with the direct answer, so you can lift it into the help center, a landing page, a chatbot or a sales reply as it is. Last verified: October 8, 2026 Sources: usetabby.com (home, pricing, security, privacy policy, terms, data retention, refund policy, affiliates), the live Tabby app, and the Tabby team's public answers on AppSumo. Owner: Tabby support (supportFew readers