Powerful Features for Modern Bookkeeping

Everything you need to automate your bookkeeping and get back to growing your business. See how Poof transforms the way small businesses manage their finances.

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AI-Powered Categorization

Our advanced AI learns your business patterns and categorizes transactions with exceptional accuracy. No more manual sorting through hundreds of transactions.

  • Exceptional accuracy rate
  • Learns your business patterns
  • Handles complex transactions
  • Reduces manual work by 90%

Bank Sync & Auto-Reconciliation

Connect your bank accounts and credit cards securely. Transactions sync automatically with AI-suggested categorization to streamline your reconciliation process.

  • Real-time transaction sync
  • AI-assisted reconciliation
  • Support for 10,000+ banks
  • Secure bank-level encryption

Real-Time Financial Reports

Get instant access to P&L statements, balance sheets, and cash flow reports with a live dashboard. Always know exactly where your business stands financially.

  • Live dashboard view
  • Instant P&L statements
  • Real-time balance sheets
  • Cash flow analysis

Small Business Focus

Built specifically for small businesses with intuitive workflows. No accounting degree required - designed for busy entrepreneurs who need clarity, not complexity.

  • Easy setup in minutes
  • Intuitive for non-accountants
  • Small business workflows
  • Affordable pricing

Tax-Ready Books

Your books stay tax-ready year-round with proper categorization and documentation. Make tax season stress-free.

  • IRS-compliant categorization
  • Automatic tax prep
  • Document organization
  • Audit-ready reports

Mobile-First Design

Manage your books on the go with our beautiful mobile app. Everything syncs seamlessly across all your devices.

  • Native mobile apps
  • Offline capability
  • Real-time sync
  • Touch-optimized interface

Simple Invoice Tracking

Keep track of invoices sent and payments received in one organized view. Never lose track of what customers owe you.

  • Invoice status tracking
  • Payment reminders
  • Customer payment history
  • Overdue alerts

Multi-User Access

Collaborate with your team, accountant, or bookkeeper. Set permissions and track who made what changes.

  • Role-based permissions
  • Activity tracking
  • Accountant collaboration
  • Team management

Connect All Your Bank Accounts

Powered by Plaid, we securely connect to over 10,000 banks and credit unions across the US. Your financial data syncs automatically and stays up-to-date in real-time.

Bank-Level Security

256-bit encryption and read-only access to your accounts

10,000+ Banks

Works with virtually any US bank, credit union, or credit card

Real-Time Sync

Transactions appear in Poof as soon as they hit your account

Trusted by the same technology that powers:

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Join small businesses everywhere using Poof to automate their bookkeeping.