NewBookkeeping that works inside your AI assistant

Your books are up to date. Yay!

YayBooks is an AI bookkeeper. It keeps your business financials current on its own schedule, and it works right inside Claude, ChatGPT and the AI assistant you already use.

Works with
  • Claude
  • ChatGPT
  • dots
  • Grok Bot
  • Muse
ClaudeYayBooks connected
Ask about your books…↑
Before and after

Bookkeeping used to be a chore. Now it's a chat.

The old way

  • Saturday afternoons in a spreadsheet
  • A shoebox of receipts
  • Logging in to sort 200 transactions
  • Months behind, then a panic before taxes

The yay way

  • Every transaction recorded, every day
  • Forward a receipt. It's filed and matched.
  • Answer a question right in your chat
  • Every month closes, checked. Yay!
Ask your AI

Your AI assistant just learned bookkeeping.

How to connect your assistant →
Update my books.Done. 38 new transactions from Mercury and Stripe: 36 recorded, 2 questions for you.
What did I spend on software this year?$4,812, up 22% from last year. Mostly Figma and AWS.
📎 Here's the receipt for the client lunch.Saved, and attached to the $86.40 payment on Oct 3.
Why was profit down in March?Two yearly software renewals, $2,400 together.
Am I ready for taxes?Yes. All of 2025 is published. Your tax package is ready to download.
Will cash be tight in December?Your forecast shows $31,400 at the end of December, after the tax payment.
On its own

Set it once. It keeps going.

Turn on Automations, and YayBooks does your books every day, every week or every month. Using an always-on assistant? Give it the job, and it keeps your books current for you.

You make the rules. It asks first when an amount is over your limit, and every change shows in Activity with its reason.

Always-on assistants: Muse dots Grok Bot
How it works

Three steps to yay.

  1. 1

    Connect your bank and Stripe

    Read-only access. It takes a few minutes.

  2. 2

    Tell it about your business

    A 10-minute setup chat. Talk or type: how you get paid, how you pay yourself, what each account is for.

  3. 3

    Say yay every month

    Answer a question when one comes up. Teach it once, and it remembers. Then give the month a final look and publish.

The monthly yay

Every month ends like this.

No Saturday catch-up. Give the month a final look, select Publish, and get this.

yay!
YayBooksto you · Oct 1, 8:00 AM

Yay! September is done.

  • 214 transactions recorded
  • Every account matches its bank statement
  • 2 questions answered, in your chat
  • Reports and tax package ready for your accountant
See September →
And there's more

More reasons to say yay.

⇄

Switch from QuickBooks with proof

Before you switch, see how often YayBooks agrees with your QuickBooks categories. Your QuickBooks is never changed.

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A tax package your preparer can use

Schedule C, 1065, 1120-S or 1120, with files for UltraTax, Lacerte, Drake and ProConnect.

↺

Years behind? No problem.

It catches up about 2 years from your bank feed, and older months from your statements, even PDFs.

✉

A weekly summary

One short email each week: what was recorded, what changed, and anything that needs you.

?

Ask your books by email

No assistant handy? Email a question, and get the answer with a link to the report.

▦

All your businesses, one login

Keep the books for each business apart, and switch between them in one click.

Coming soonPayroll from GustoPayroll from JustworksQuestions in Slack
Security and accuracy

Fun on the outside. Serious math inside.

Real accounting engineThe engine does the math, not the AI. The numbers come from your real books.
Read-only bank accessYayBooks cannot move money, and it never sees your bank password.
Checked every monthEvery account is checked against its bank statement before you publish.
Protected dataEncrypted in transit and at rest. Preparing for SOC 2.
For accountants

Your accountant will say yay too.

Clean, checked books every month, with their own login. They keep the advice, the tax return and the final say.

How it works for accountants →

Ready to say yay?

Free during the beta. Tell us about your books, and a person on our team will reply by email with next steps.

  • Free during the beta
  • At least 30 days' notice before any charge
  • Help catching up past months
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