Bookkeeping on Auto-pilot
You didn't start your business to enter receipt data.
Let TidyBooks do it for you.
Works with
How It Works
Connect your accounts
Hook up your email, Google Drive, Dropbox or OneDrive, or simply email or WhatsApp your receipts to TidyBooks.
Auto-extraction
AI digs out all your receipts. It scans emails, images and files, and pulls out supplier names, amounts, tax, invoice numbers, due dates – the lot.
Auto-categorisation
TidyBooks assigns the right accounting category, and creates the expense or bill.
Auto-sync
TidyBooks automatically sends the data to your accounting software once a day.
By the way: You can invite your accountant to access your bookkeeping data in TidyBooks.
Running a Business Is Hard Enough.
Don't Let Bookkeeping Slow You Down.
It Eats Your Time (and Your Weekends)
Hours lost hunting receipts and typing numbers. You started a business, not an admin job.
It Makes You Want to Punch a Pillow
You're flat out all week, then spend weekends trying to find old receipts.
It Makes You Feel Stupid
You have no idea what category to assign so half your expenses end up under 'Miscellaneous'. You tell yourself you'll "sort it later," but later turns into months. When tax time hits, you're knee-deep in paperwork and regret.
It Never Stops
Just when you think you're done, another invoice shows up. It's like laundry, but for your bank account.
It Doesn't Tell You Anything
Your profit-&-loss statement still doesn't tell you where your money actually went.
TidyBooks automates the entire process so you can
finally stop doing it manually.
It Does the Boring Stuff For You
TidyBooks connects to your email and drives, finds every invoice, and files it neatly while you do literally anything else. What used to take hours every week - organising, typing, uploading - now happens in seconds.
It Never Complains (or Misses a Receipt)
AI extracts the data, categorises it, and uploads it to Xero or QuickBooks with robotic precision. Automated syncing eliminates human mistakes that come from copy-pasting or manual entry.
It Keeps Your Books Updated All the Time
Your books stay current every day instead of lagging behind until you catch up. Your accountant or bookkeeper always sees the latest data without chasing you for documents.
It Helps You Catch Up On Years of Bookkeeping
TidyBooks can also find all your old receipts and invoices - no matter whether you're months or years behind - so you can finally get your books up to date.
No Accounting Jargon
TidyBooks explains everything in plain English. No accounting knowledge needed.
What Makes TidyBooks Different
End-to-End Automation
Full Bookkeeping Automation
Not just receipt tracking. Full bookkeeping automation from source to ledger.
Complete Workflow
From email attachment to accounting entry - no manual steps in between.
Continuous Processing
Runs 24/7, processing documents as they arrive.
Zero Data Entry
Never type supplier names, amounts, or dates again.
End-to-End Automation
Built for People Who'd Rather
Be Doing Anything Else
Small Business Owners
Focus on running your business, not reconciling it.
Freelancers & Contractors
Never touch a spreadsheet again. Your books stay up to date automatically.
Accountants & Bookkeepers
Save hours per client. Automate the grunt work and spend time where it matters.
Frequently asked questions
Do you have any questions? We have got you covered.
What exactly does TidyBooks do?
TidyBooks automates your bookkeeping from start to finish. It connects to your email and cloud drives, finds invoices and receipts, extracts key details using AI, categorises them, and sends them straight to your accounting software. Everything happens automatically.
Is this just a receipt scanner?
No. TidyBooks does much more than scanning or organising receipts. It actually creates expenses and bills in your accounting system. It's full bookkeeping automation, not just file sorting.
Which accounting platforms does TidyBooks work with?
Right now, we integrate with Xero and QuickBooks, and more platforms are coming soon.
How does TidyBooks know which invoices or receipts to use?
Our AI scans your connected accounts and identifies documents that look like invoices or receipts. It reads and extracts details like supplier name, date, amount, GST, and even line items from each invoice. Then it automatically files everything in the right categories and sends it to your accounting software.
Do I need to approve each transaction manually?
You can choose your workflow. Some users prefer to review transactions before they're sent, while others trust TidyBooks to post them automatically. You stay in control either way.
How secure is my data?
Very. All data is encrypted and processed securely within your own connected accounts. TidyBooks only accesses the documents and emails you authorise.
Can TidyBooks handle multiple businesses or accounts?
Yes. You can connect multiple email accounts and cloud drives for different businesses, and TidyBooks keeps everything separate and organised.
Will it work if my receipts are in PDFs or email attachments?
Absolutely. TidyBooks handles invoices and receipts from PDFs, email attachments, and even photos. Wherever your records live, we can process them.
Is TidyBooks available yet?
We're currently in private beta. You can join the waitlist to get early access as we roll out to more users.
Who is TidyBooks for?
TidyBooks is perfect for small business owners, freelancers, and accountants who want to stop wasting hours on manual bookkeeping. If you hate data entry and chasing receipts, this was built for you.