LazyBooks imports your bank transactions and suggests a category for each one. You approve them from a short list, and your reports stay up to date.
Bring your own AI
Connect LazyBooks to Claude, ChatGPT, Grok Bot, Muse, Dots, and more. Then ask for what you need, the way you would ask a bookkeeper.
Read-only or full access
Let it look at your books, or let it make changes too.
You pick the businesses
Share one business or several.
Turn it off anytime
Remove access from Connected Apps in your settings.
Built-in assistant
Use the in-app assistant to review transactions, make rules, send invoice reminders, and more.
Connect your accounts through Plaid and bring in up to two years of history.
AI suggests a category for each transaction and learns from the ones you approve. Rules handle the repeats.
Match your books to each bank statement, one month at a time.
Profit & Loss, Balance Sheet, and Cash Flow, built from the transactions you approve.
Customers pay by card through Stripe, and each payout matches its bank deposit.
Your home page shows what needs you today, like transactions to approve and overdue invoices.
Rather do it yourself? Everything in LazyBooks works by hand, too. AI is always optional.
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