Automated bookkeeping
for Schedule C filers.
Built by a CPA.
Categorized was purpose built by a CPA for content creators, freelancers, and solopreneurs with a focus on what really matters: accurate and affordable books readily available for tax preparation.
Schedule C is the tax form creators, freelancers, and solo business owners file with their tax return. If you get 1099s, that’s likely you.
for review →
How it works
Plaid connects your accounts
Read-only bank and credit cards connected by Plaid. New transactions land daily.
Auto-categorize on arrival
Transactions auto-categorize on arrival to the applicable Schedule C line and a Profit & Loss statement. In benchmark testing, high-confidence categorizations are right over 99% of the time.
Corrections become rules
Recategorize anything that's wrong on the ledger tab. Correct the same vendor a few times and Categorized learns the rule — then applies it across the rest of your year automatically.
Generate Schedule C
Categorized reconciles your accounts in the background to ensure accuracy. Generate a Schedule C or Profit & Loss at any time.
Categorized assigns a confidence score to every transaction it categorizes. With AI Autopilot — on for new businesses, and you can switch it off anytime — Categorized auto-categorizes the lower-confidence transactions too, flagged for review on your ledger. Switch it off and those land in a queue for you to categorize manually. AI can make mistakes, and Categorized always encourages you to review the ledger for accuracy at least once per month.
What you get
Automated bookkeeping that actually delivers.
Tech companies know tech, not accounting. Categorized was built by a CPA, so the automation is anchored to real Schedule C structure — not a black box you have to take on faith, or shiny software that doesn’t work.
Your books. Your data. No exceptions.
Bench locked clients out when it shut down. That can’t be the deal here: your Profit & Loss and Schedule C export to plain CSV anytime, no proprietary format — and if you ever want your data deleted, ask and it’s gone. No lock-in. No exceptions.
AI grounded in reality. Not hype.
Categorized doesn’t pretend AI knows everything. It certainly doesn’t know how you run your business. That’s why Categorized assigns a confidence score to every transaction it categorizes. If the confidence level doesn’t meet Categorized’s standards, AI isn’t allowed to categorize it. If you enable AI Autopilot, Categorized will have AI auto-categorize the lower-confidence transactions, but you should still review everything to ensure accuracy.
Pricing
- Plaid bank and credit card sync
- Auto-categorization
- Auto-reconciliation against statements
- Auto-rule-learning + year back-fill
- AI Autopilot
- P&L + Schedule C export, on demand
- Data export anytime, no proprietary lock-in
The auto-rule-learning and back-fills get sharper the longer the system has your data. Monthly churn breaks the model. The commitment makes the product better for you and ensures you have a full year of data for your tax return.
Bookkeeping isn't something you sample. You either run your books here or you don't. Trying it for 14 days and bailing leaves you with a half-categorized year and no value.
Every customer gets every feature. No "Pro" plan with the export button locked behind it. No surprise per-transaction fees. The price is the price.