No accountant,
No problem.
AI keeps your books. You get plain-English answers about your money.
This is what you actually get.
Not a spreadsheet with a new coat of paint. Your books, your tax estimate, and someone to ask.
Profit, tax set-aside and what needs a look, all on one screen.
Now you can do your books with your AI agent.
Co-Pilot and Command connect to Claude, ChatGPT, Grok and more to read your books, categorize, and make rules.
- 1
Pick Co-Pilot or Command
Both plans connect to your AI agent. Auto-Pilot keeps Cash, our built-in bookkeeper.
- 2
Connect in a minute
Add Core Books AI to Claude, ChatGPT or another agent, sign in and confirm it’s you. Settings shows the steps for each one.
- 3
Choose what it can do
Pick which businesses it can see, and whether it categorizes your new transactions or leaves that to Cash.
- 4
Just ask
“Categorize last week’s transactions.” “What’s my profit this quarter?” “Make a rule: Shell is Fuel.”
You stay in control: anything you decided only changes if you say yes, unsure picks wait for you, and “What your AI did” on your dashboard shows every change, which your agent can undo.
50% off your first year.
The first 200 people to back Core Books AI lock in half-price for a full year on Co-Pilot or Command, billed annually, paid today, cancel anytime.
Co-Pilot
50% off year 1Works with Claude, ChatGPT, Grok + more
Connect your favorite agent to read your books, categorize and make rules.
- Everything in Auto-Pilot, plus AI intelligence
- Projects & job profitability: matched to your Income Statement to the penny
- 1099 tracking · tax what-if scenarios · 90-day cash forecast
- Audio recaps · +1 team user · cash flow statement · expanded AI usage
Pay today · lock in your founder rate · cancel anytime
Command
50% off year 1Works with Claude, ChatGPT, Grok + more
Connect your favorite agent to read your books, categorize and make rules.
- Everything in Co-Pilot, plus full accounting
- Full accrual: cash or accrual reports, receivables aging, accrual tax estimates
- Unlimited chart of accounts · classes · account numbers
- Up to 4 team users · more AI usage than Co-Pilot
Pay today · lock in your founder rate · cancel anytime
Founding offer · Co-Pilot & Command · annual only · first 200 seats · year 2 renews at standard price
The self-employed don't dread tax time anymore.
Real outcomes from the people we built this for: cleaner books, no April surprises, hours back in the week.
“I used to dread bookkeeping. Now I just ask Cash “how much did I spend on software this year?” and it answers in two seconds. My accountant said it’s the cleanest set of books she’s seen.”
“I run two crews and never had time for the books. Cash categorizes every transaction and tells me exactly what I’ll owe in taxes. First time I’ve felt ahead instead of scrambling in April.”
“I switched from a spreadsheet and a shoebox of receipts. The quarterly tax estimate alone saved me from a brutal surprise. Easily worth $19 a month.”
From “I'll deal with it later” to done instantly.
Three steps. No accountant-speak. No 40-tab spreadsheet.
Connect
Link your bank and credit cards through Plaid. 60 seconds. We never see or store your credentials.
60-second Plaid link. Credentials never stored.
Categorize
AI categorizes everything automatically, and when something's genuinely unclear, it asks you instead of guessing. One tap to confirm, and it learns for next time.
AI categorizes everything; asks you about the unclear ones.
Stay ahead
Real-time tax estimates, quarterly reminders, and a chat box that answers anything about your books.
Real-time tax estimates + chat about your books.
See CORE Books AI in action.
Watch the full app walkthrough, plus a short video for every step above.
Professional-grade books, small business price.
Every feature exists for one reason: less of your evening goes to bookkeeping, and more of your money stays yours at tax time.
Checks in, like a real bookkeeper
It categorizes every transaction on its own, then asks you about the gray areas instead of guessing, one tap to confirm, and it remembers for next time. Right, not just mostly right.
Real-time tax estimates
Federal, self-employment, and state, recalculated as money moves. No more April-15 surprises.
Chat with your books
Plain English in, plain English out. "How much did I spend on Uber last month?" Done.
Audio recaps for your books
A spoken summary: last period's activity, tax status, what needs your eyes. Weekly and monthly recaps on Co-Pilot and Command.
Quarterly reminders
30 / 14 / 7-day push notifications. Never eat an underpayment penalty again.
Connect your favorite agent
Claude, ChatGPT and other agents work right in your books: they read your numbers, categorize transactions and make rules. On Co-Pilot and Command.
CPA-grade reports, hand-off ready
P&L, Balance Sheet, Cash Flow, and tax-specific outputs your CPA can take straight into your return.
Install as an app, fast on every device
Add to home screen in one tap. PWA tech: works offline, feels native, no app store gatekeeping.
Invoicing, when you need it
Send, track, and reconcile invoices from inside the same app. Payments flow straight back into categorization, no double-entry, no exported CSVs.
Real-time tax estimates
Federal, self-employment, and state, recalculated as money moves. No more April-15 surprises.
Chat with your books
Plain English in, plain English out. "How much did I spend on gas last month?" Done.
Audio recaps
A spoken summary: last period's activity, tax status, what needs your eyes. Weekly or monthly.
Other accounting software costs more and does less for the self-employed.
A side-by-side, no hand-waving. (We're confident, so we put ourselves first.)
Why not just QuickBooks?
- Setup in 60 seconds, not weeks of chart-of-accounts wrangling.
- Real-time tax answers, not month-end reports you have to interpret.
- Chat with your books, not a 30-tab interface.
| Core Books AI | Other accounting software | Spreadsheets | |
|---|---|---|---|
| Monthly cost | $9 – $35 | $30 – $200 | Free (your time isn't) |
| AI categorization | Limited | ||
| Real-time tax estimates | Quarterly snapshot | ||
| Chat with your books in plain English | |||
| Audio recaps (weekly + monthly) | |||
| Invoicing built in | Add-on | ||
| Connect your favorite agent (Claude, ChatGPT) | Co-Pilot + Command | ||
| Cash or accrual, with classes | Command tier | Higher plans | Manual chaos |
| Designed for self-employed | Built for accountants | N/A | |
| Mobile-first PWA | |||
| Setup time | < 5 min | 30 – 60 min | Indefinite |
Pick the plan that fits your books
= connects to your AI agent (Claude, ChatGPT, Grok and more)
Auto-Pilot
Solo / single LLCNo AI agent connection
Want Claude, ChatGPT or Grok in your books?
- Automatic bank sync + AI categorization: transactions land as your bank posts them
- Chat with Cash, your AI bookkeeper: ask anything about your books and get plain-English answers
- Quarterly tax estimates + S-corp tools
- Cash basis income statement + balance sheet
Co-Pilot
Listener / busy operatorWorks with Claude, ChatGPT, Grok + more
Connect your favorite agent to read your books, categorize and make rules.
- Everything in Auto-Pilot, plus AI intelligence
- Projects & job profitability: see which jobs actually make money, matched to your Income Statement to the penny
- 1099 tracking: flag which vendors need a 1099 and track the W-9s you've collected
Command
Agentic accountingWorks with Claude, ChatGPT, Grok + more
Connect your favorite agent to read your books, categorize and make rules.
- Everything in Co-Pilot, plus full accounting
- Full accrual accounting: switch any report between cash and accrual, see what customers owe by age, and run tax estimates on the method you file
- Unlimited chart of accounts: as many income and expense categories as your business needs
- Classes: track locations, departments or lines of business, with a P&L by class
Auto-Pilot
Solo / single LLCNo AI agent connection
Want Claude, ChatGPT or Grok in your books?
- Automatic bank sync + AI categorization: transactions land as your bank posts them
- Chat with Cash, your AI bookkeeper: ask anything about your books and get plain-English answers
- Quarterly tax estimates + S-corp tools
- Cash basis income statement + balance sheet
Co-Pilot
Listener / busy operatorWorks with Claude, ChatGPT, Grok + more
Connect your favorite agent to read your books, categorize and make rules.
- Everything in Auto-Pilot, plus AI intelligence
- Projects & job profitability: see which jobs actually make money, matched to your Income Statement to the penny
- 1099 tracking: flag which vendors need a 1099 and track the W-9s you've collected
Command
Agentic accountingWorks with Claude, ChatGPT, Grok + more
Connect your favorite agent to read your books, categorize and make rules.
- Everything in Co-Pilot, plus full accounting
- Full accrual accounting: switch any report between cash and accrual, see what customers owe by age, and run tax estimates on the method you file
- Unlimited chart of accounts: as many income and expense categories as your business needs
- Classes: track locations, departments or lines of business, with a P&L by class
Built by CPAs, not a Silicon Valley generalist. Every categorization rule, every tax estimate, every report, designed by someone who has actually filed thousands of tax returns. The product makes the choices a good accountant would make on your behalf.
Todd Frazier, CPA · Founder of Core Books AI
Questions, answered.
Founding seats won't last.Founding seats are limited.
Lock in 50% off your first year of Co-Pilot or Command, only the first 200 founding members. Once the seats are gone, they're gone.50% off your first year. Only 200 founding seats.