Bookkeeping

AI-assisted double-entry bookkeeping built for founder-operators

Import bank transactions, auto-categorize with AI confidence scoring, and generate tax-ready financial reports for multiple business entities.

A deterministic categorization engine handles known vendors automatically. When it encounters something new, AI suggests and you decide. The system learns from every decision you make.

Bookkeeping shouldn't require an accounting degree.

Most bookkeeping tools expect you to already know accounting. They give you a blank ledger and leave you to figure out the rest. Founders running multiple entities end up juggling spreadsheets, guessing at categories, and dreading tax season.

Kacti AI categorizes transactions using deterministic rules first, then AI for the rest. You review and approve. The ledger stays accurate.

Built for founders managing real businesses

Most bookkeeping tools are built for accountants. This one is built for the people who actually run the business.

Founders managing multiple business entities (S-Corps, C-Corps, LLCs)

Solo operators who want accurate books without accounting expertise

Small businesses that want to close their books monthly without hiring a bookkeeper

Teams preparing for year-end tax filing who need CPA-ready reports

Deterministic rules first. AI where it matters.

Traditional bookkeeping tools give you a blank ledger. Kacti AI applies vendor rules, learns from your corrections, and only calls on AI for genuinely unknown transactions.

Monthly close in under 30 minutes because AI categorizes most transactions automatically

Less manual categorization over time as the vendor learning system recognizes your patterns

Clean financial reports your CPA can work from without chasing missing details

Confidence that your books are balanced because every entry follows double-entry rules

Three-tier categorization. Human approval on every entry.

Each transaction passes through a deterministic pipeline: vendor rules, historical patterns, then AI for unknowns. Every suggestion includes a confidence score. Nothing posts to your ledger without your approval.

Import bank transactions via CSV

Upload your bank statements and Kacti AI parses, deduplicates, and prepares transactions for categorization. Re-upload the same file safely — fingerprint-based deduplication prevents any duplicates.

AI-powered three-tier categorization

Each transaction runs through three categorization tiers: deterministic vendor rules for known patterns, historical matching that learns from your past decisions, and LLM analysis for new vendors. Every suggestion includes a confidence score so you know exactly how certain the system is.

Review, approve, and post to your ledger

Review categorized transactions with confidence badges (green, amber, red). Approve high-confidence suggestions in batch, reclassify where needed, and post to your double-entry ledger. Every posted entry is immutable — corrections use reversals for a complete audit trail.

Generate tax-ready financial reports

Produce Profit & Loss statements, Balance Sheets, General Ledger detail, and Trial Balance reports for any date range. Accounts are organized by tax category, so your CPA can quickly find what they need.

Multiple entities, one platform

Run bookkeeping for all your business entities from a single platform. Each entity has its own chart of accounts, tax configuration, and financial reports — all managed from one place.

S-Corporation

Form 1120S

C-Corporation

Form 1120

Single-Member LLC

Schedule C (Form 1040)

All entities support cash basis accounting with financial reports your CPA can use at year-end.

What Bookkeeping includes today

Everything a founder-operator needs to maintain accurate books and hand off clean reports at tax time.

CSV bank transaction import with automatic deduplication

AI-assisted categorization with three-tier confidence scoring

Vendor learning system that improves accuracy over time

Double-entry ledger with immutable posted entries

Chart of accounts with tax category and deductibility tracking

Financial reports: P&L, Balance Sheet, General Ledger, Trial Balance

Multi-entity support for S-Corps, C-Corps, and LLCs

Complete audit trail for every transaction and journal entry