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 expense, keeps business and personal spending apart, 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.
Business spend sorted. Taxes set aside.
Self-employed taxes hurt most when they arrive as a surprise. involy sorts your spending as it happens — software, business meals, travel, equipment — and keeps personal spending out of your business numbers, so the totals your accountant needs are already there.
- Every expense lands in a business category your accountant recognizes — not discovered at tax time.
- Personal spending (groceries, gym, personal medical) is kept separate from business expenses, so it never inflates your write-offs.
- Your budget shows an estimated tax set-aside from your profit (25% by default, adjustable). It is an estimate, not tax advice.
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 as you go — so when your real CPA needs to file, the numbers are already sorted and waiting.
Profit & loss, always current
This month's revenue, expenses, net profit and cash on hand are on your dashboard and update as you record transactions.
Hand your accountant clean books
Every invoice and proposal downloads as a PDF. Ask us for a full export and we send CSV files of your clients, invoices, payments, expenses and ledger within 10 business days. A self-serve export is on our roadmap.
Books that balance
Every transaction posts to a real double-entry ledger that cannot be edited after the fact. Each entry is chained to the one before it, so changes are detectable. Accountant seats with a full ledger view are on our roadmap.
Your books, done.
No accounting required.
Join the early access and let involy handle the bookkeeping while you handle the work.