We've been listening to your feedback, and today we're excited to announce our biggest update yet - 10 new features designed to make your bookkeeping faster, easier, and more powerful.

Here's what's new:

Invoicing (Completely Redesigned) Your most-requested feature is here.

Create professional invoices with customizable templates and colors. Set up recurring invoices for regular clients. Everything you need to get paid faster, all in one place.

Customizable Invoice templates

Set up a recurring invoice.

Sales Receipts (NEW Feature) Perfect for on-the-spot transactions.

Need to give a customer a receipt immediately? Now you can generate sales receipts instantly for cash sales, in-person transactions, or any payment received on the spot.

Chart of Accounts (Completely Revamped) Another highly requested feature.

Now you can:

Deactivate categories you don't use

View detailed registers for any account

Accrual Basis Accounting (NEW Feature) View your financials your way.

Choose between cash basis or accrual basis reporting to match your accounting needs. Switch between views instantly in any report.

Bulk PDF Upload (Up to 12 PDFs) (NEW Feature) Upload bank statements faster.

Upload up to 12 PDFs at once. We'll process them with AI, email you when they're ready, and categorize them automatically once you review.

Customizable Notifications (NEW FEATURE) Stay informed, your way.

Choose exactly what notifications you want:

Uncategorized transactions (daily/weekly)

Transaction summaries

Report reminders

Improved Transaction Interface Faster, cleaner, easier.

Click any transaction, and a sidebar pops up with all your options:

Edit transaction details

Rename connected bank accounts

Manually match credit card payments

Match internal transfers

Rename connected bank accounts.

Manually match credit card payments

General Ledger (NEW Feature) Complete financial visibility.

View every transaction recorded for any period in detailed general ledger format. Get a complete picture of all financial activity with drill-down capabilities.

Split Categories (NEW Feature) Handle mixed transactions easily.

Now you can split any transaction between multiple categories AND separate personal vs. business expenses - perfect for those Costco runs that include both.

COMING SOON (In 1 to 2 weeks)

QuickBooks & Wave Migration Switching to Tabby from QuickBooks or Wave? We're launching one-click migration to make the transition seamless. Stay tuned!

Log in to Tabby now and explore: https://www.usetabby.com

Thanks for being part of Tabby. We're just getting started.

Best, Ahad Ali, CPA

👋 Hey Sumo-lings! Ahad & Shah here, Co-Founders of Tabby

We're excited to bring Tabby to the AppSumo community! Let us tell you why we built this and why it's different from everything else out there.

🤔 Why We Built Tabby
Ahad here – I've been a CPA for over 10 years worked with over 1,200+ small businesses. Every single day, I watched solopreneurs, freelancers, and small business owners struggle with the same problem: bookkeeping is expensive, time-consuming, and honestly... boring.

Most of my clients were paying $200-500/month for bookkeeping services or spending 10+ hours monthly doing it themselves (badly). They'd show up at tax time with shoeboxes of receipts, missing deductions, and zero idea what their actual numbers were.

Shah and I kept thinking: "There has to be a better way."

💡 The Tabby Difference
Here's what makes Tabby special – we combined deep CPA expertise with world-class product development. Shah brings the technical vision and product expertise, while I bring real-world accounting knowledge from working with thousands of small business clients.

Tabby is bookkeeping software built by a CPA who actually does bookkeeping every day. Every feature solves a real pain point I've seen hundreds of times:

✅ AI categorization that actually works– Built on real accounting rules, not generic AI
✅ Finds missed deductions – I know every deduction solopreneurs miss because I've filed thousands of returns
✅ Tax-ready reports– Built to the exact specifications CPAs need at tax time
✅ No accounting knowledge required – Designed for real people, not accountants

🚀 Real Use Cases from Real Users
Our 1,000+ users are:
- Solopreneurs managing multiple income streams and business expenses
- Small business owners who need clean books but can't afford $300/month bookkeepers

🎯 What You're Getting with This Deal
This AppSumo deal gets you:
- Bank account connections via Plaid
- AI-powered expense categorization
- Missed deduction discovery
- Tax-ready financial reports
- Mobile app access (iOS & Android)
- Priority email support from our team

📍 Where Tabby Works
Tabby is built for businesses that have tax and finanical reporting requirments in the US becuase it follows US tax laws when it come to tracking income and expenses, however it will work in countries where Plaid bank connections are available, including:
- United States, Canada, United Kingdom, European Union countries

❓ Common Questions Answered
Q: Is this better than QuickBooks or Wave?
A: We love that question. Tabby doesn’t try to be everything. It’s focused on automation and simplicity, what 90% of solopreneurs actually need without the learning curve.
Q: Does it support personal accounts?
A: Yes! Tabby can find business-related deductions even from your personal bank accounts.
Q: Is it secure?
Absolutely. We use Plaid, the same technology trusted by banks like Chase and fintechs like Venmo, for all account connections.

What are past projects, failures, or successes you’ve had in your career?

Success: Built Ahad&Co CPA from scratch to 1,200+ clients over 10 years, specializing in small business taxes and bookkeeping. Filed thousands of returns and saw firsthand what solopreneurs struggle with most. Failure: Tried implementing traditional bookkeeping software with clients, they hated it. Too complex, too expensive, too time-consuming. Most gave up within weeks. The Learning: That failure led directly to Tabby. I realized small businesses don't need accountant-level tools, they need bookkeeping that works like magic. So we built it.

What 3rd party tools is your product critically dependent on?

Amazon Web Services Plaid

Where is your customer data stored?

USA

How many customers do you have today?

1000+

What’s the origin of the idea for your product?

After 10 years as a CPA serving 1,200+ small business clients, I watched the same pattern repeat: solopreneurs and small businesses either paid $300+/month for bookkeepers or skipped bookkeeping entirely and showed up at tax time with chaos. Existing software was built for accountants, not real people. Shah and Irealized we could combine my CPA expertise with his product development skills to build something different, AI-powered bookkeeping that actually works for people who hate bookkeeping. Tabby was born from thousands of real client struggles, not a theory.

What problem is your product solving and how?

Business Owners waste 10+ hours monthly on bookkeeping or pay $200-500/month for bookkeepers, and still miss deductions at tax time. Tabby uses AI to automatically categorize transactions, find missed deductions, and generate tax-ready reports. Clean books in minutes, not hours. Built by a CPA who knows exactly what you need at tax time.

What’s the #1 thing you’re looking to gain from the AppSumo campaign?

We are lookng for virality and word-of-mouth.

What are your plans with the customers, cash, and learnings from the AppSumo campaign?

Customers: You'll shape our roadmap. We're taking your feedback seriously and building features that solve real business owner problems. Cash: Straight into product development & marketing Learnings: Your use cases will help us refine onboarding, identify gaps, and build what matters most to solopreneurs.

Any details to clarify about the deal?

Tabby is built for businesses that operate in the USA and have tax and finanical reporting requirments in the US becuase it follows US tax laws when it come to tracking income and expenses.