Tabby
Features
- Bank connection with Magic Link
- Bank-level encryption
- Real time P&L reports
- Invoice creation
- Real-time client dashboard
- Automated GL based bookkeeping
- AI expense pattern learning
- AI-powered transaction categories
- Basic AI bookkeeping
- P&L and tax ready report
Questions
JayaQ: Transition from Wave
I’ve used Wave for years, managing 2 businesses with 1 being my personal books. I’m hesitant to switch since everything works well, I have historical data, and my COA's are dialed in. I saw you allow two licenses but want to import an exact copy of my current setup and COA—not AI guesses that require manual fixes. When might this be possible?
Wave doesn’t handle PayPal well: their system tries to...
Review
Tabby is appreciated for its efficient bank account connection, AI categorization, and CPA-grade reporting. However, some users have faced issues with OTP emails and Canadian integration. Despite these minor hiccups, Tabby is a solid buy for those in need of streamlined accounting and expense tracking. With a 4.1 overall rating and a 60-day money-back guarantee, it's worth giving Tabby a try.
