Meet Scotty.

A full-charge bookkeeper that opens with what needs your attention, asks one question at a time, and remembers what you tell it.

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What the first ten minutes look like.

  1. 01
    It opens with the attention list.

    Not an inbox, not a dashboard of everything. The handful of things that are actually blocked on you.

  2. 02
    It asks one question.

    The one that unblocks the most work, phrased about the transaction rather than about your business.

  3. 03
    You answer it.

    A tap, or a sentence. Scotty applies the answer to the rest of the queue where the same rule holds.

  4. 04
    It drafts the work.

    The invoice, the reminder, the journal entry. Written and held, not sent.

  5. 05
    You approve.

    One press. That is the only moment anything leaves the building.

  6. 06
    Done for the day.

    The queue is clear and tomorrow's is already shorter.

That's the whole rhythm. It repeats every day and it gets shorter.

This morning Needs you
DateDescriptionCategoryAmount
03 MarAcme Supply CoUncategorized$4,200.00
03 MarHome Depot 4471Materials$318.44
02 MarCedar Ridge PropertyRent$2,150.00
02 MarStripe payoutIncome$7,904.12

Keep an eye out · 3    On track · 118

Sample data. Real product layout and labels.

One thing first Needs you

Acme Supply Co, $4,200.00. Is this materials for a job, or shop supplies?

Materials Shop supplies Something else

Next in queue · 2. Nothing else is blocked on you.

Sample data. Real product layout and labels.

Scotty asks about the $4,200, not about your business goals.

The difference between a bookkeeper and a chat window is that a bookkeeper knows which question matters next.

Scotty leads with the blocking problem, then the routine queue, and it waits for your answer before piling on the next one. You are never handed a list of nine things and asked to triage it yourself.

You shouldn't have to explain the same thing twice.

Tell Scotty how your books work once. It holds onto that and stops asking.

"Acme Supply is always materials."

It stops asking

Every future Acme transaction files itself, and Scotty tells you it applied the rule rather than doing it quietly.

"We close on the 5th."

It works to your calendar

The period close, the reminders and the reports line up with your month, not with the first of the month.

"My partner handles the payroll journal."

It asks the right person

Scotty stops routing payroll questions to you and leaves that entry alone.

Voice

You can just talk to it.

Turn on voice and ask what you'd ask a person. Same answers, no typing.

  • "What did I spend at Home Depot last month?"
  • "Did the Acme invoice ever get paid?"

Included on Plus and Pro

A trust and an S-corp are not the same accounting problem.

Scotty frames your books for the entity you actually are, and says so in plain language rather than in tax code.

S-corp

Owner draws versus reasonable compensation, kept apart all year instead of untangled in March.

Partnership

Partner capital accounts tracked per partner, so contributions and distributions do not land in one bucket.

Nonprofit and trust

Restricted versus unrestricted funds. Principal versus income on a trust. The distinctions your filing depends on.

The short list, again, because it matters.

Three things Scotty is architecturally unable to do. Not policy. Not settings you could switch off.

  • 01
    It cannot move money.

    Bills are remind-only. Scotty will tell you a payment is due and draft the reminder. It has no ability to pay anything.

  • 02
    It cannot send on its own.

    Emails, texts, invoices and signature requests are all drafted and then held. You send them.

  • 03
    It cannot change your login.

    No agent in this system is permitted to create, reset or rotate a credential without a named human confirming it. That’s a written policy, not a preference.

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Seven days free. The QuickBooks import is included on every plan.