AI Bookkeeping

Your books, kept by AI. Reviewed by you in minutes.

Kapytl categorizes every transaction the moment it syncs, captures receipts automatically, and keeps your numbers tax-ready year round. No spreadsheets. No April scramble.

Bookkeeping that runs on its own

Most solo agents lose hours every week sorting transactions, chasing receipts, and reconciling what was business versus personal. Kapytl does that work the moment money moves, so all you do is review.

Replaces
QuickBooksSpreadsheetsManual entryKapytl
Bulk-review transactions in Kapytl

AI categorizes every transaction

Connect your accounts and Kapytl sorts every transaction the moment it syncs. Business or personal, with the right category, ready for a quick review.

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Receipts captured for you

Snap a photo or forward an email. Kapytl pulls the merchant, amount, and category, then attaches the receipt to the right transaction automatically.

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Tax-ready all year

See your deductible totals, Tax Ready Score, and CPA-ready reports any time. April stops being a project.

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What Kapytl tracks for you

Every dollar in and out, in one place, categorized the moment it lands.

Commission depositsMarketing & adsMileage & autoMLS & duesClient giftsHome officeMealsReceipts

See AI bookkeeping at work

A live look at how Kapytl turns raw bank activity into clean, tax-ready books.

Transactions list auto-categorized in Kapytl

AI-sorted the moment they land

Every transaction shows up pre-categorized and tagged business or personal. Review the few that need a second opinion. Skip the rest.

Bulk review controls on Kapytl transactions

Bulk-review with one click

When AI gets it right, mark dozens at once with Review all or Review ready. Personal items move out of your tax view with Mark personal.

Add Transaction modal with categories

Every income and expense type, classified

Commissions, owner draws, refunds, tax payments, transfers. Kapytl knows the difference and books each one the way your CPA wants it.

Receipts attached to transactions

Receipts, attached automatically

Forward an email or snap a photo. Kapytl reads it, matches it to the right transaction, and stores it for tax time.

Plaid bank connection in Kapytl
Bank Sync

Connect your bank in a tap. Securely.

Kapytl uses Plaid to link your bank, card, and merchant accounts in seconds. Transactions stream in continuously, pre-sorted for review, with bank-grade encryption end to end.

  • Plaid-powered. The same secure layer used by major fintechs.
  • Connect every account: business, personal, credit cards, deposit accounts.
  • Read-only. Kapytl can never move your money.
Import Bank CSV wizard in Kapytl
Migration

Bring your existing transactions over in minutes.

Already keeping a spreadsheet or running on another tool? Drop in a CSV and Kapytl walks you through a five-step import, maps your columns, and categorizes everything the moment it lands.

  • Five-step guided wizard. No accountant required.
  • Smart column mapping so your data lands in the right place.
  • AI categorizes the imported history the same way it does live transactions.

Frequently asked questions

Kapytl is built for real estate agents, not generic small businesses. Categories, commission math, and deductible logic match the way you actually earn and spend, and AI does the categorization for you instead of asking you to set up rules.

No. Connect your bank and card accounts, confirm a handful of starter rules, and Kapytl handles the rest. Most agents are reviewing real transactions within ten minutes.

Yes. AI flags each transaction as business or personal, and you can split a single transaction across both with one tap. Personal items stay out of your tax view.

Forward receipts to a dedicated email, snap a photo from your phone, or drop a PDF in. Kapytl reads the merchant and amount, then attaches the receipt to the matching transaction.

Yes. Kapytl produces clean profit and loss, deductible reports, and category breakdowns that you can hand directly to your CPA. Most accountants prefer it to a shoebox or a half-finished spreadsheet.

Spend less time on books. More on closings.

Free to start. No credit card. No spreadsheet rescue projects.