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.
for review →
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.
Corrections become rules
Recategorize incorrectly categorized transactions on the ledger tab. Get prompted to create a new auto-categorize rule for the vendor's transaction that was incorrectly categorized.
Generate Schedule C
We reconcile your accounts in the background to ensure accuracy. Generate a Schedule C or Profit & Loss at any time.
We assign a confidence score to every transaction we categorize. When the confidence level doesn’t meet our high standards, it lands in a queue for you to manually categorize. But with AI Autopilot enabled, we categorize the lower-confidence transactions, too. AI can make mistakes, and we always encourage you to review the ledger for accuracy at least once per month.
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 model that "learns" from your data or shiny software that doesn’t work.
Your books. Your data. No exceptions.
Bench locked clients out when it shut down. Categorized’s books live in a database you control. No proprietary lock-in. Export anytime.
AI grounded in reality. Not hype.
We don’t pretend AI knows everything. It certainly doesn’t know how you run your business. That’s why we assign a confidence score to every transaction we categorize. If the confidence level doesn’t meet our standards, AI isn’t allowed to categorize it. If you enable AI Autopilot, we’ll have AI auto-categorize the lower-confidence transactions, but you should still review everything to ensure accuracy.
- 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.
