Solutions · one pipeline, tuned to how you work

Your books. Your kind of messy.

Five LLCs, two restaurant locations, or one fast-moving startup — it’s the same AI pipeline underneath: upload, categorize, review, close. Pick your world and see exactly how it fits.

Secure checkout·Nothing posts without your approval
For operators

You run the business. The AI runs the books.

Built for owners whose books are a side effect of the real work — especially when 'the business' is actually several entities.

Multi-LLC portfolios

Real Estate & Holding Companies

Every LLC and property in one login — with per-property P&L and transfers between entities matched instead of double-counted.

  • One subscription across all your entities
  • Inter-entity transfers booked as one balanced entry
  • Loan statements → draft JEs with interest/principal split
  • Per-property P&L and custom reports
See how it works
High transaction volume

Restaurants & Hospitality

Hundreds of card charges and vendor checks a month, batch-processed in one AI run — with check matching and per-location books.

  • Whole statements categorized in one batch
  • Check matching against bank activity
  • Bank rec sessions per account
  • One entity per location, real-time P&L each
See how it works
Founder-run books

Startups, Agencies & Small Business

Do the month’s books in one short session: upload statements, approve the AI’s picks, and read a live P&L.

  • Upload → categorized, exceptions queued for you
  • Real-time P&L and balance sheet
  • Closing checklist that finds what’s unfinished
  • Invite your accountant with their own role
See how it works
For firms & advisors

Doing books for other people?

Bookkeepers, firms, and fractional CFOs run every client through the same pipeline — one review queue, one closing standard.

More clients, same you

Solo Bookkeepers

The portal collects documents, batch runs do the first pass, and your hours go to review and judgment.

  • Client portal for document collection
  • Batched AI categorization per client
  • Per-client close checklists
See how it works
One pipeline, every client

Accounting Firms

Each client is an entity on the same pipeline — one senior reviewer clears review queues across the book of business.

  • Consolidated review-queue workflow
  • Standardized closes with hard blockers
  • Documents Pro & tax workpapers (Professional+)
See how it works
Sell judgment, not data entry

Fractional CFOs

AI keeps every client’s ledger current so your engagement hours start at the insight layer, not the cleanup.

  • Every client’s entities in one login
  • Real-time financials & custom report packages
  • Closes you can certify — blockers enforced
See how it works

The full firm story lives on its own page

Workflow, firm economics, and per-firm pricing — everything a practice needs to evaluate myTB.

Loved by firms and founders

Books people stopped dreading

Accounting firms, fractional CFOs, and multi-entity operators run their month on myTB.ai.

Accounting firm
“The AI categorizes a whole statement in the time it took me to pour coffee. I review the exceptions, approve, done.”
SC
Sarah Chen
Managing Partner · Chen & Associates CPA
Switched from QuickBooks
“We ran three companies in three separate QuickBooks files. Now every entity lives in one login, one subscription.”
DK
David Kim
CFO · GrowthCo Inc
Accounting firm
“Month-end used to be a weekend. The AI close run posts the mechanical work and hands me a short list of judgment calls.”
JW
Jennifer Walsh
Tax Director · Summit Accounting Group
Multi-entity
“Uploading a loan statement and getting a draft journal entry back — with the interest split done — still feels like a trick.”
MR
Marcus Reid
Controller · Reid Hospitality Group
Accounting firm
“Nothing posts without my approval, and every AI action has an audit trail. That's the only reason my partners signed off.”
AR
Amanda Rodriguez
Partner · Rodriguez & Partners
Fractional CFO
“The closing checklist caught an unreconciled account and a suspense balance I'd have found in March. It won't let you close sloppy books.”
PN
Priya Natarajan
Fractional CFO · Natarajan Advisory
Small business
“My food truck's books take 20 minutes a month now. Upload statements, approve the AI's picks, look at the P&L. That's it.”
TH
Tomás Herrera
Owner · La Ruta Street Kitchen
Bookkeeping firm
“Client portal ended the shoebox era. Clients drop documents in, we see them the same day, categorized by the next morning.”
RO
Rachel Osei
Principal · Osei Bookkeeping Co
Switched from QuickBooks
“It flags transfers between our entities automatically instead of double-counting them as income. QuickBooks never did that for us.”
JP
James Park
Co-founder · Park Bros Properties
Accounting firm
“The tax insights surfaced a depreciation election we'd missed. That one screen paid for the year's subscription.”
EV
Elena Vasquez
CPA · Vasquez Tax & Advisory
0+ hrs

saved per month on manual entry

Chen & Associates CPA

0 entities

closed monthly by a two-person team

Reid Hospitality Group

0%

of transactions auto-categorized for review

GrowthCo Inc

0 days

earlier month-end close, on average

Summit Accounting Group

Not sure which fits? The trial doesn’t care.

Choose the plan that fits your workload, upload real statements, and put the pipeline to work on your books, whatever shape they’re in.