TidyBooks pulls receipts and invoices out of your inbox, drives, and WhatsApp, reads each one, and files it the right way. No forwarding, no manual entry, no end-of-month pile.
Beta testers get free access and a founder-led onboarding call where we set up your account with you.
Syncs with your accounting software
Focus on running your business, not reconciling it.
Never touch a spreadsheet again. Your books stay up to date automatically.
Save hours per client. Automate the grunt work and spend time where it matters.
Sign in and connect your Gmail, Outlook, any IMAP mailbox, Google Drive, OneDrive, Dropbox, or WhatsApp. From then on, TidyBooks fetches your receipts in real time. You can also forward receipts via WhatsApp or upload them manually whenever you prefer. Bulk upload or pull from your own cloud drives any time you have a backlog.
TidyBooks detects receipts, invoices, statements, CSV files, PDFs, images, and scans across every connected source. It pulls out supplier names, line items, tax amounts, currency, and dates. Set rules to override the default logic whenever you need to.
TidyBooks assigns the right account from your chart of accounts and creates the expense or bill for you. It learns from how you've categorised similar items before, and you can set rules to lock in your preferred behaviour. No manual coding for repeated work.
Confident extractions sync to your Xero in real time (QuickBooks coming soon). Anything that needs a second look lands in a review queue for you to approve first. Add rules to auto-approve patterns you trust, or switch sync to manual if you'd rather review everything yourself.
By the way: One subscription covers your whole team. No per-seat add-ons.
Most bookkeeping tools work only when invoices are perfectly formatted and vendor names exactly match accounting records. TidyBooks is designed for the way invoices actually arrive.
Abbreviated names, parent entities, foreign currencies, photos in Slack. Our AI reads the invoice the way a junior would, then matches it to the right Xero vendor.
Every match is logged, reversible, and tagged with the source so your team can audit any decision in one click.
Reduces manual cleanup work, instead of creating more of it.
Other receipt tools stop after capture. Your team still chases attachments, fixes FX, and reconciles inside the ledger.
One workflow that ends with reconciled, signed-off entries inside Xero. Your team stops at review, not data entry.
Real-time fetching. From your inbox, drives, and WhatsApp. No forwarding address to remember, no list of things to chase yourself for.
Semantic AI rules. Learns from corrections. "Delivery" matches your "shipping" rule, and "AMZN MKTP" still gets recognised as Amazon.
Bank-matched FX and surcharges. TidyBooks holds the doc until the bank line lands, then uses the actual rate paid. Card-terminal slips merge with their parent invoice.
Missing-receipt detection. Bank reconciliation pinpoints every transaction that's missing a receipt and exports a chase-ready list. No more stitching spreadsheets together at tax time.
One subscription. Unlimited team seats. No per-seat add-ons.
Most tools stop after extraction. Your team still chases attachments, splits surcharges by hand, and reconciles inside the ledger.
Forward-only ingest. Every invoice has to be manually forwarded to a unique address. Nothing arrives automatically from inboxes or drives.
Exact-match supplier rules. Renames, abbreviations, and bank descriptors break categorisation.
Matching deferred to Xero. Static FX rates. Surcharges and bank lag become rework inside the ledger.
Manual receipt chases. Email threads, status spreadsheets, all-nighters at tax time.
Per-seat pricing. Add a teammate and the bill goes up. Add another, it goes up again.
Connected my Gmail and TidyBooks pulled out two years of receipts on its own, including a few overseas subscriptions I'd completely forgotten about. I walked into tax time already knowing what was there, instead of digging through inboxes for hours.
"I trialed TidyBooks on a few months of receipts to start. I haven't had to forward an invoice in weeks. Everything just lands in the app on its own and most of the bank matching is done before I open the file."
"Forex used to mean lining up the bank statement against every overseas receipt by hand. TidyBooks works out the actual charge from the statement, and if the payment slip is in the same upload it pulls the surcharge across too. I just review and sign off."
TidyBooks is designed to automate bookkeeping without compromising privacy or control.
Unlike tools that scan everything indiscriminately, TidyBooks gives users granular control over exactly what gets processed by AI.
Filters run before extraction, not after. Anything outside the rules never reaches our processing layer.
Businesses that prefer to keep mailboxes private can still automate bookkeeping through any combination of these:
Every source is evaluated against your filter ruleset before anything is read by AI. Non-matching items are skipped at the edge.
Built for businesses that don't want one more SaaS tool peeking at things it shouldn't. Read the rules, not the marketing.
Permissions are kept to the minimum we need, and we only ask for write access when you opt into a feature that needs it. Filter by sender, folder, or document type so unrelated items never enter TidyBooks. Disconnect any source any time and we stop accessing it immediately.
TidyBooks syncs its own bills and expenses to Xero, with a TidyBooks note attached to each one so we can tell our entries apart from yours. Anything you or your team posted directly stays exactly as you left it.
No payment scopes, no bank-feed authority, no payroll access. Even if our system were compromised, the worst it could do is stop syncing.
Book a 20 minute call with our team. We'll walk you through the practice dashboard, pricing, and how to onboard your clients.