MyBookie — AI Bookkeeping & CFO Insights for Solopreneurs & Startups
Connect your bank, auto-categorize transactions, and get real-time CFO-level insights — runway, burn rate, budget tracking, and anomaly detection — all in one place.
What MyBookie does
- Plaid Bank Integration: Connect 12,000+ banks securely. Transactions sync automatically.
- Smart Auto-Categorization: Vendor-learning AI categorizes transactions correctly the more you use it.
- Runway & Burn Rate: Real-time view of how long your cash will last and how monthly burn is trending.
- Budget vs Actuals: Set monthly category budgets and track variance with color-coded progress bars.
- Anomaly Detection: Catches duplicate charges, vendor spending spikes, and unusually large new-vendor charges automatically.
- Cash Flow Forecasting: Project income vs expenses weeks ahead based on recurring items.
- Invoicing: Send branded invoices with automated overdue reminders.
- Receipt Scanning & Mileage: Snap a photo or log a trip — counted at the IRS standard rate.
- P&L Reports: Multi-currency profit-and-loss reports, downloadable as PDF.
- Taxes & Payroll: Generate W-2 and 1099-NEC forms. Run payroll with progressive state tax brackets.
- Client Portal: Share dashboards with your accountant or team via secure magic links.
- Security: SOC 2 Type I/II compliant. Daily/weekly automated audits. 2FA, account lockout, full audit logging.
CFO Mode — what makes MyBookie different
Most bookkeeping apps tell you what happened. MyBookie tells you what to do. CFO Mode is built into every paid plan:
- Runway & Burn Rate: Real-time view of how many months your cash will last.
- Budget vs Actuals: Set monthly budgets, track variance with color-coded bars.
- Anomaly Detection: Catches duplicate charges and vendor spending spikes automatically.
- Scenario Planning: Drag sliders to model hires, raises, cuts — see runway change in real time.
- KPI Dashboard with AI Commentary: MRR, gross margin, burn multiple — with a written take.
- Weekly AI Finance Brief: 3 things to know about your finances, emailed every Monday.
- Board / Investor Pack PDF: One-click monthly investor update.
Learn more at mybookie.ai/cfo.
Pricing
- Free: $0/mo — single business, manual entry, P&L reports.
- Solo: $19/mo — Plaid bank sync, auto-categorization, invoicing, receipts, mileage.
- Business: $39/mo — everything in Solo + CFO Insights (runway, burn, budgets, anomalies), payroll, taxes, multi-business.
- Business+: $59/mo — everything in Business + Client Portal, accountant sharing, priority support, advanced exports.
Visit mybookie.ai with JavaScript enabled to get started, or contact support@mybookie.ai.