40+ Features for Effortless Bookkeeping
Everything you need to automate your bookkeeping — organized into nine capability groups including AI-powered budgeting and cash flow forecasting. All features included in every plan, starting at $14.50/month.
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AI Transaction Categorization
Automatically categorizes bank transactions using the BRAID engine that learns your business patterns over time
Preston AI Assistant
Built-in AI bookkeeper that lives in the sidebar, is always one click away, and is context-aware — he knows your company name, industry, business type, location, and timezone
AI Chart of Accounts Generation
Generates a customized chart of accounts based on your business type, industry, and size — no manual setup required
Automated Daily Bookkeeping
Schedule daily, weekly, or monthly automation runs with email summary reports
AI Recurring Charge Detection
Automatic detection of recurring transactions with frequency analysis (weekly, biweekly, monthly, quarterly, annual), confidence scoring, and next payment date prediction
Receipt & Invoice Scanning (OCR)
Upload photos of receipts and invoices for automatic data extraction, vendor identification, category suggestion, and duplicate detection. Supports HEIC/HEIF images
Smart Transaction Matching
AI-powered matching between invoices and bank deposits, bills and payments, credit notes and overpayments, with partial payment support and confidence-based recommendations
AI-Guided Onboarding
Preston walks new users through setup, analyzes uploaded documents, generates your chart of accounts, and calculates opening balances
AI Budget & Forecast Generation
Describe your goal in plain English (e.g., '20% revenue growth') and AI builds line items, allocations, and 12-month cash flow projections automatically
Invoicing & Payments
Professional Invoicing
Create, customize, and send invoices with PDF export, email delivery, custom branding/logo, and line-item tax and discounts
Credit Notes
Issue credit notes for returns, adjustments, or overpayments with automatic application to outstanding invoices
Payment Tracking & Payment Receipts
Track invoice status (draft, sent, paid, overdue) with customer payment history and automatic payment receipt generation
Products & Services Catalog
Manage your product/service catalog for quick invoice line items with saved pricing and descriptions
Customer Management
Full customer database with contact info, billing/shipping addresses, and customer sales reporting
Recurring Invoices
Set up weekly, monthly, quarterly, or yearly invoice schedules with auto-generation and auto-send — never miss a billing cycle
Automated Invoice Follow-ups
Configurable payment reminders at due date, 3, 7, 14, and 30 days past due with smart pause on payment — stop chasing late payments manually
Expense & Bill Management
Expense Tracking
Track expenses with receipt uploads, category management, and detailed reporting
Mileage Tracking
Built-in mileage calculation for business travel expenses
Bill Management
Receive, track, and pay vendor bills with AP aging reports
Vendor Management
Maintain vendor profiles with contact info, payment terms, and 1099 tracking
Transaction Matching
Match bank transactions to expenses, bills, and invoices for accurate reconciliation and clean books
Banking & Reconciliation
Bank Connection
Connect to 12,000+ financial institutions via Plaid for automatic syncing of the last 30 days of transactions — no manual entry needed
Bank Statement Import
Upload CSV or PDF bank statements (up to 25MB) with AI-powered parsing, intelligent column mapping, duplicate prevention, and batch import preview. Use this for transactions older than the Plaid sync window
Bank Reconciliation
Multi-step reconciliation wizard with deposit tracking, reconciliation reports, and complete history
Auto-Reconciliation
Opt-in automatic reconciliation on a weekly or monthly schedule with notifications — your books stay balanced without lifting a finger
Deposits
Record and track deposits with automatic matching to bank transactions and invoices
Multi-Account Support
Manage multiple bank accounts and credit cards from one unified dashboard
Accounting & Reporting
Double-Entry Accounting
Full general ledger with manual journal entries and recurring templates for accurate, audit-ready books
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
Financial Import
Bulk import chart of accounts, transactions, customers/vendors, and invoices from Excel, CSV, or PDF
Accrual & Cash Basis Toggle
Switch between accrual and cash basis reporting with a single click
Recurring Journal Entry Templates
Set up recurring entries (daily, weekly, monthly, quarterly, annually) with timezone-aware automatic posting
Reversing Journal Entries
Automatically create reversing entries for accrual adjustments at period end
Budgeting & Forecasting
Budget Creation
Create budgets manually or let AI generate one from a natural language goal — tell Poof '20% revenue growth' and get a complete budget in seconds
Budget Lifecycle Management
Move budgets through Draft → Active → Locked → Archived stages with clone support for quick iteration
Variance Dashboard
Budget vs actual comparison with bar charts, percent variance, and status indicators — on track, approaching, over budget, or critical
Cash Flow Forecasting
AI-generated 12-month cash flow projections with confidence bands, seasonal adjustments, and rolling forecast refresh
Budget Alerts
Proactive spending alerts when you're approaching or exceeding budget thresholds — catch overruns before they become problems
Team & Security
Team Management
Invite team members with 5 roles: Owner, Admin, Accountant, Bookkeeper, and Viewer
Two-Factor Authentication
TOTP-based MFA with QR code setup and 8 backup codes for account recovery
Audit Logs
SOC 2 compliant audit trail with timestamped logging of all user actions and PII masking
Session Management
30-minute timeout with active session viewer — monitor and revoke sessions across devices
GDPR/CCPA Account Deletion
Full data removal on request for privacy compliance
Email Verification
Secure account verification and email change confirmation
Role-Based Permissions (RBAC)
26 granular permissions across financial, invoicing, customer management, and admin categories
Productivity & Workflow
Drag-and-Drop Dashboard
Customizable dashboard with reorderable KPI tiles — cash flow charts, P&L tracking, top expense categories, budget status, and forecast summary
Global Search
Search across transactions, invoices, bills, and expenses instantly
Notification Center
In-app and email notifications for categorization, invoice reminders, bill due dates, budget alerts, and more
Transaction Approval Workflows
Review and approve automated transactions before they post to your books
Command Bar (Cmd+K)
Navigate anywhere in Poof instantly with natural language — type what you need and get there in one keystroke
Preston AI Capabilities
Business-Context-Aware Chat
Preston knows your company name, industry, business type, location, and timezone — every response is tailored to your specific business
Books Health Check & Month-End Close
Ask Preston to audit your books for missing categorizations, unreconciled transactions, and open items — then get step-by-step guidance through month-end close
Invoice & Payment Management
Create invoices, edit records, and record payments through conversation — tell Preston 'we received two checks covering invoices 1001 and 1003' and he handles the rest, including journal entries
Budgeting & Forecasting Guidance
Ask Preston about your budget variance, spending trends, or cash flow outlook — get instant answers with data-backed insights
Recurring Charge Analysis
Ask Preston about your recurring charges, subscription costs, and payment patterns — he surfaces insights from your transaction history
Chart of Accounts Setup
Upload your existing chart of accounts, set it up manually, let AI auto-generate one, or have Preston guide you through it step by step
Connect All Your Bank Accounts
Powered by Plaid, Poof securely connects to over 12,000 banks and credit unions across the US. Your financial data syncs automatically and stays up-to-date.
Secure by Design
Encrypted in transit, read-only bank access through Plaid
12,000+ Banks
Works with virtually any US bank, credit union, or credit card
Automatic Sync
Transactions sync automatically to keep your books current
Ready to Try All 40+ Features?
Start your 30-day free trial. All features included, starting at $14.50/month.