Automated bookkeeping
It reads your bank feed, sorts every transaction, matches the receipts and reconciles the month in the background. It will get some wrong. You fix each one once and it stops making that mistake.
Read-only bank connection. Annual plans from $89.
Studios, shops and solo practices that stopped doing their books on Sunday nights.
01 Features
Five jobs, done in the background. Each one comes with the honest catch, because you'd find it eventually anyway.
Auto-categorization
Jotly guesses a category for every transaction as it lands. Most guesses are right; the rest wait in a review queue. Correct one and the rule applies to every past match and every future one, so you fix the same coffee shop exactly once.
The catchThe first month needs your attention. After that, it mostly doesn't.
Receipt scanning
Photograph a receipt, forward the email or drop in a PDF. Jotly reads the vendor, date and total, then pins it to the card charge. When two charges look alike it asks you, instead of guessing and burying the mistake.
The catchHandwritten receipts are the weak spot. Shoot them flat, in decent light.
Bank and card reconciliation
When the statement balance and your books agree, one click closes the month. When they don't, Jotly points at the transaction that's off instead of handing you a spreadsheet of maybes.
The catchIt can only reconcile what your bank reports. A charge the bank hasn't posted yet waits for next month.
12-month cash flow forecasting
A forecast built from your actual history, not a template. Add a hire, lose a client or push a big purchase, and the line moves. Scenario planning lives on the Ledger plan.
The catchIt's a forecast, so it will be wrong somewhere. Treat it as weather, not a promise.
Quarterly tax estimates and year-end export
Quarterly estimates are worked out from your real profit to date, so you know what to set aside before the deadline. At year end, one export hands your accountant clean books. Jotly prepares; a human still files.
The catchEstimates are estimates. Your accountant has the final word.
02 Setup
Three steps, one afternoon
Link your bank and cards. The connection is read-only: Jotly can see transactions, it can't move money.
Skim the first batch and fix what's wrong. Every correction becomes a rule.
At month end, reconcile in one click and send the export to your accountant.
03 Integrations
Your accountant uses one tool, your shop runs on another, your tasks live somewhere else. Jotly sits alongside them instead of asking you to move house.
04 Pricing
05 Choose a plan
For one person and one bank account.
$89/yr
billed annually
Skip it if you have a second business account.
Get FreelancerFor a small team with a few accounts to keep straight.
$189/yr
billed annually
Skip it if you need forecasting. That's Ledger.
Get StudioFor businesses where money moves in every direction.
$329/yr
billed annually
Skip it if you're a team of one with one account.
Get Ledger07 Your move
Pick a plan, connect a bank, and let the first month sort itself. You'll still look over its work. You just won't be the one doing it.
Before
After
Annual plans from $89. Read-only bank connection.
