Verified purchaser
It's good but not great... yet.
I find that sometimes you need to take a leap and invest in a company before it actually becomes great. I think that's exactly what Tabby is right now. I believe that in one to two years, it's going to be great software. Right now, it has some issues, but I am keeping my AppSumo deal betting for a brighter future.
Pros
-It's easy to import and connect my bank account to the system.
-The layout is really good and easy to find whatever you need. It's much more in-depth, and I could see this being a QuickBooks killer.
-It's fast.
-The review system is very clean and straightforward. It keeps finding transactions for me to review—it's almost like the system is working behind the scenes to uncover more.
Cons
-The big one is that the AI or automatic detection of transactions and categorization is not great. I have Smart Clerk, which is another accounting AppSumo deal, and it's far more accurate. In this particular use case, accuracy means saving time—which is a precious resource and one of the main promises the software hopes to deliver on. I'll bet it's still faster than non-AI solutions, but it makes me second-guess every auto-categorization. I'm also concerned about future transactions coming in and whether they'll be categorized the same way, since there's no rule system that I've been able to find.
-The second thing that really hurts the software is not being able to select a category on the reports and take a look at what's being labeled there.
-There's also a bit of friction when categorizing—I have to click two times to approve. It refreshes the screen, and doing this for about 400 transactions definitely causes eye fatigue.
-Some categorization doesn't stick to payees. I've already categorized some payees, and the system didn't learn that, which means redundant work.
ahadthecpa
Dec 2, 2025Hey thank you for this thoughtful review. We really appreciate it. We are working very hard to make Tabby perfect and it will definitely be a QuickBooks Killer. I wish we had it perfect on day one, but I don’t think any software is.
Few responses below:
1. We are working on making the AI categorization even more accurate. And the learning system aka rule system is working in the background whenever you change something and click “Apply All”.
2. In the P&L, you are able to drill down on a category to see what’s behind it. We are bringing this to the expense report and tax ready report soon.
3. To categorize, you choose the category then select “Apply All” or “Just this one”. If you click apply all, and there is 50 transactions of the same, if you categorize 1 it will do the 49 others automatically to save you a lot of time. Hopefully you see this as well.
4. Our categorization learning system is tied to the description but I’ll make note of this about payees and make this change soon.