Compare

TidyBooks vs. the alternatives.

Capture tools handle the read. Ledger add-ons handle storage. TidyBooks runs the loop end-to-end: capture, code, match, sync.

Capture, getting documents in

TidyBooks
Capture tools
Ledger add-ons
Real-time inbox & drive fetching
Built in
Forward-to address
Forward-to address
WhatsApp ingest
Yes
No
No
Historical bulk backfill
Automated
No
Manual upload
Multi-language receipts
Yes
Yes
English-leaning

Code, deciding where it belongs

TidyBooks
Capture tools
Ledger add-ons
Semantic categorisation rules
Two-step AI
Exact-match only
Manual
Vendor learning from corrections
Cross-client
Per-supplier memory
No
Line-item extraction
Standard
Premium add-on
Header-only
Duplicate detection
File + content match
Basic
Basic

Match & sync, closing the loop

TidyBooks
Capture tools
Ledger add-ons
Bank-feed matching before sync
Auto-matched
Relies on ledger
Relies on ledger
Foreign currency receipts
Bank-matched FX
Static rate
Static rate
Card surcharge handling
Auto + slip merge
No
No
Auto-sync rules engine
Blocks bad data before sync
No
No
Sync line items + tax codes + attachment
Yes
Yes
Header + attachment

Workflow, what your team actually does

TidyBooks
Capture tools
Ledger add-ons
Needs-Review queue with per-doc reason
Yes
Generic queue
Generic queue
Missing-receipt detection
Bank-rec gap list
No
No
Cross-client practice dashboard
Built in
Tabbed
No
Audit trail of admin actions
Full
Limited
No

Pricing & access

TidyBooks
Capture tools
Ledger add-ons
Per-client pricing model
Unlimited team seats
Per-practice + per-client
Free with Xero
Free client logins
Yes
Limited
Yes
Xero & QuickBooks Online
Xero today, QuickBooks coming soon
Both
Xero only

Want to see it on your own books?

Book a 20-minute demo and we'll walk through the practice dashboard, pricing, and onboarding for your clients.

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Capture tools and ledger add-ons compared | TidyBooks | TidyBooks