Magical Bookkeeping
for Small Business

Poof is an AI-powered bookkeeping platform built for small businesses. It automates transaction categorization, invoicing, expense tracking, bank reconciliation, budgeting, cash flow forecasting, and financial reporting — so you spend less time on books and more time growing your business.

Poof uses the BRAID engine to analyze your bank transactions and automatically assign them to the correct categories in your chart of accounts. The AI learns your business patterns over time, improving accuracy with every correction you make. It also detects recurring charges and matches transactions to invoices and bills automatically.

Yes. Poof includes full invoicing with PDF generation, email delivery, custom branding, payment tracking, credit notes, and a products/services catalog. You can also set up recurring invoices on weekly, monthly, quarterly, or yearly schedules with automated follow-up reminders for overdue payments.

Yes. Poof connects to over 12,000 financial institutions in the US via Plaid, syncing the last 30 days of transactions. For older transactions, you can upload CSV or PDF bank statements. You can manage multiple bank accounts and credit cards from one dashboard.

Poof generates 13 financial reports: Income Statement (P&L), Balance Sheet, Cash Flow Statement, Trial Balance, General Ledger, Account Detail, AR Aging, AP Aging, Customer Sales, Vendor Expenses, Sales by Product/Service, Expenses by Category, and Budget vs Actual. You can toggle between accrual and cash basis, select custom date ranges, and export to PDF or Excel.

Yes. Create budgets manually or describe your goal in plain English (e.g., '20% revenue growth') and AI builds the budget for you. Poof includes a variance dashboard with budget vs actual comparison, 12-month AI-generated cash flow forecasting with confidence bands, and proactive budget alerts when you're approaching spending thresholds.

Yes. All data is encrypted in transit via HTTPS/TLS. Poof includes two-factor authentication (TOTP-based MFA with backup codes), role-based access controls with 5 roles and 26 granular permissions, SOC 2 compliant audit logging with PII masking, session management, and email verification. Bank connections are read-only through Plaid — Poof never stores your bank login credentials or has the ability to move money.

Poof is built specifically for small businesses that want AI-powered automation without complexity. Unlike QuickBooks, Poof includes Preston — an AI bookkeeper that records payments, updates records, and generates reports through conversation. Poof also offers AI-powered budgeting and cash flow forecasting, recurring invoices with automated follow-ups, auto-reconciliation, receipt scanning with OCR, recurring charge detection, smart transaction matching, and a drag-and-drop customizable dashboard. Poof starts at $14.50/month (all features included) vs QuickBooks Simple Start at $38/month with tiered pricing.

Yes. Poof supports team management with role-based access control. You can invite your accountant or bookkeeper with a specific role (Owner, Admin, Accountant, Bookkeeper, or Viewer) so they can review your books, run reports, and make adjustments as needed — with 26 granular permissions to control exactly what they can access.

AI bookkeeping uses artificial intelligence to automate routine bookkeeping tasks like categorizing transactions, scanning receipts, matching payments to invoices, generating budgets, forecasting cash flow, and creating financial reports. Instead of manually entering data, AI learns your business patterns and handles the work automatically — saving small business owners hours every week.

Bookkeeping is the day-to-day recording of financial transactions — categorizing expenses, reconciling bank statements, and maintaining accurate records. Accounting is the higher-level analysis, reporting, and tax preparation based on those records. Poof automates the bookkeeping so you or your accountant can focus on the accounting.

Yes. Set up recurring invoices on weekly, monthly, quarterly, or yearly schedules. Poof auto-generates and auto-sends invoices on schedule, and includes automated follow-up reminders at due date, 3, 7, 14, and 30 days past due — with smart pause when payment is received.

Yes. Poof generates AI-powered 12-month cash flow projections with confidence bands, seasonal adjustments, and rolling forecast refresh. See where your cash is headed and make informed decisions about spending, hiring, and growth.