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.
Start Your Free Trial →Get Started in 3 Simple Steps
From setup to insights in under 10 minutes
Upload & Connect
Import bank statements (CSV/PDF), Excel files, connect via Plaid, or upload receipts and invoices for automatic scanning.
- Import bank statements (CSV/PDF) & Excel files
- Connect accounts directly via Plaid
- Upload receipts & invoices for OCR scanning
- One-time setup with automatic syncing
Step 1: Connect your bank
AI Does the Work
Watch Poof automatically categorize transactions, detect recurring charges, match transactions to invoices and bills, and scan receipts.
- Automatic transaction categorization
- Recurring charge detection & prediction
- Smart transaction matching to invoices & bills
- Receipt scanning with data extraction
Step 2: AI categorizes transactions
Run Your Business
Get insights, send invoices, create budgets, forecast cash flow, and make informed financial decisions. Your books are always ready when you need them.
- 13 financial reports with real-time data
- AI-powered budgeting and cash flow forecasting
- Professional invoicing with automated follow-ups
- Tax-ready books year-round
Step 3: Review your reports
See Poof 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.
Professional Invoicing
Create and send professional invoices in minutes with automated payment tracking.
Real-Time Financial Reporting
Generate 13 professional financial reports instantly with real-time data.
Receipt Scanning & OCR
Upload photos of receipts and invoices for automatic data extraction and categorization.
Recurring Charge Detection
AI automatically identifies and predicts recurring transactions in your accounts.
Bank Statement Import
Upload CSV or PDF bank statements for transactions beyond the Plaid sync window.
Ready to Streamline Your Bookkeeping?
Built by a controller who understands your daily bookkeeping challenges. Try Poof risk-free with our 30-day trial.
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. You can also upload CSV or PDF bank statements for transactions beyond the 30-day Plaid sync window.
How does the AI categorization work?
Our BRAID engine analyzes transaction patterns, merchant information, and your business type to automatically categorize transactions. It also detects recurring charges and matches transactions to invoices and bills. It learns from your corrections and gets more accurate over time.
What types of receipts can I process?
Upload photos of any receipt or invoice — paper, digital, or email receipts in JPG, PNG, or HEIC format. Our OCR engine extracts vendor name, amount, date, and category automatically, with built-in duplicate detection.
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.
Get Started Today
Join small businesses who've transformed their bookkeeping with Poof.
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