How Poof Works

Transform your bookkeeping in 3 simple steps. No accounting degree required - just connect your accounts and let our AI handle the rest.

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Get Started in 3 Simple Steps

From setup to insights in under 10 minutes

Upload & Connect

Import your bank statements, Excel files, or connect accounts directly. Multiple ways to get your financial data into Poof.

2-5 minutes

Import bank statements & Excel files
Connect accounts directly via Plaid
Support for CSV and QBO files
One-time setup with automatic syncing

AI Does the Work

Watch Poof automatically categorize transactions and suggest account mappings. Our AI learns your business patterns.

Automated

Automatic transaction categorization
Smart account mapping suggestions
AI learns from your corrections
Handles complex business transactions

Run Your Business

Get insights, send invoices, and make informed financial decisions. Your books are always ready when you need them.

Ongoing

Real-time financial insights
Professional invoice creation
Tax-ready books year-round
Make informed business decisions

See the Magic in Action

Explore how our key features work behind the scenes

Financial Import & AI Mapping

Upload financial data and watch AI organize everything automatically with smart account mapping.

Upload your files - Excel, CSV, PDF, or bank statements

AI analyzes & maps accounts - Smart suggestions for chart of accounts

Review & approve mappings - Quick validation of AI recommendations

Transactions auto-categorized - Your books are organized instantly

Professional Invoicing

Create and send professional invoices in minutes with automated payment tracking.

Select customer & services - From your organized customer database

Customize invoice template - Professional branded invoices

Send instantly - Email directly from Poof

Track payment status - Know exactly who owes what

Real-Time Financial Reporting

Generate professional financial reports instantly with real-time data and professional formatting.

Choose your date range - Any period you need

Select report type - P&L, Balance Sheet, Cash Flow, Trial Balance

Generate in seconds - Real-time data, professional formatting

Export or share easily - PDF, Excel, or direct sharing

Ready to Streamline Your Bookkeeping?

Built by a controller who understands your daily bookkeeping challenges. Try Poof risk-free with our 30-day trial.

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30 days

Free trial period

No setup fees

Cancel anytime

10+ years

Controller experience

Common Questions

Everything you need to know about getting started

How long does it take to set up?

Most businesses are up and running in under 5 minutes. Simply connect your bank accounts and our AI takes care of the rest. No complex configuration or manual data entry required.

What if the AI categorizes something wrong?

Simply click to correct any categorization and our AI learns from your input. The more you use Poof, the more accurate it becomes for your specific business patterns.

Can I import my existing bookkeeping data?

Yes. We support imports from QuickBooks, Xero, CSV files, and most other accounting software. Our team can help with larger migrations if needed.

How does the AI categorization work?

Our AI analyzes transaction patterns, merchant information, and your business type to automatically categorize transactions. It learns from your corrections and gets more accurate over time.

What types of receipts can I process?

Snap photos of any receipt - paper, digital, or email receipts. Our AI extracts all details automatically including vendor, amount, date, and expense category.

How accurate is the bank reconciliation?

Our AI matches and categorizes transactions with 95%+ accuracy. Any discrepancies are flagged for quick review, and the system learns from your corrections.

Experience the Magic Today

Join small businesses small businesses who've transformed their bookkeeping with Poof.

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No credit card required • 30-day free trial • Cancel anytime