My Accounting
Your business. Every dollar in its place.
Included for clients with active accessYour business. Every dollar in its place.
It all starts with a statement. The app verifies balances, helps you review each transaction, and turns your categorizations into a business summary. You stay in control of what is included.
Upload and verify
Import Chase Business PDFs with text or CSVs in our format. Transactions must match the balances before being saved.
Review without getting lost
Distinguish between income, business expenses, transfers, and personal transactions. Add notes and the applicable percentage to each expense.
Understand the result
View income, expenses, and recurring payments. Download your report by date in PDF or CSV to share with your accountant.
Ask about your accounts
Review the transactions you have saved and get explanations about your income, expenses, and pending items.
How to access
Log in with the same email and password as the community. The team activates My Accounting from your client account.
Request activationBefore you start
The included version supports up to 50 documents, 100 MB, and 10,000 transactions per account. PDFs must have legible text; for other banks, you can use the CSV template. Reports depend on the transactions and categorizations you confirm.