It does the books.
You never learn accounting.
No chart of accounts. No debits and credits. No month-end reconciliation. involy's AI categorizes every transaction, tracks every deduction, and keeps your books current — so you can ask "am I profitable?" and get an actual number, not a maze of menus.
Every transaction, categorized before you see it.
Most bookkeeping tools dump a raw transaction list on you and wait. involy runs every expense through an AI that knows your business — it remembers that Figma is always "Software," that the coffee meeting last Tuesday was "Client Entertainment," and that your monthly AWS bill is "Hosting." You review, not sort.
- Vendor memory. involy learns your recurring vendors and auto-tags them correctly every time — no rules to configure.
- Confidence routing. High-confidence tags land automatically. Anything uncertain surfaces for your one-tap approval — not a guessing game.
- Tags cut across categories. Add a tag like "NYC trip" to slice your total spend and profit across categories in one view.
Deductions tracked automatically. Nothing slips through.
Self-employed taxes are brutal because most deductions go unclaimed — not because they don't exist, but because you're not watching for them in real time. involy tracks deductible spend as it happens: software, home office, business meals, travel, equipment.
- Deductible categories tracked continuously — not discovered at tax time.
- Running deduction total visible on your dashboard so you always know where you stand.
- CPA export includes the deduction breakdown — ready for Schedule C and your accountant's workflow.
Ask anything about your money. Get a real answer.
Other tools make you build the report. involy lets you ask the question. Type "am I profitable this month?" or "what did I spend on software last quarter?" and get a direct, specific answer with the numbers to back it up — not a pivot table to interpret.
- Plain English in, plain English out. No filter menus, no date-range pickers, no export-to-Excel detour.
- Context-aware. involy knows your invoices, expenses, subscriptions, and loans — the answer always reflects your full picture.
- Cmd+K anywhere. Open the Ask panel from any page in the app and get your answer without navigating to a reports tab.
Your accountant. In the app. Already reading your books.
involy's AI does the bookkeeping work automatically — so when your real CPA needs to file, the numbers are already clean and waiting.
P&L + balance sheet on demand
A current profit and loss statement and balance sheet are always available — no waiting for month-end close. Your books update in real time as transactions come in.
CPA export — three formats
Export your books as a QuickBooks-compatible XML file, a clean CSV, or share a read-only link with your accountant so they can see everything without you sending files back and forth.
Owner Mode & Accountant Mode
Same data, different lens. Owner Mode shows you the numbers you actually need. Accountant Mode gives your CPA the full GL view. Invite your accountant directly — they unlock their own interface.
Your books, done.
No accounting required.
Join the early access and let involy handle the bookkeeping while you handle the work.