Run your free diagnostic
Drop one bank export — CSV, OFX/QFX, a statement PDF, or a clear photo of a statement — and see what's hiding in your books in about a minute. No account, no card, and your file isn't used for anything except this diagnostic.
- Categorization gaps
- Possible duplicate charges
- How far behind you are
- Your recommended cleanup tier
TrainedBooks is software, not a CPA firm or public accounting firm, and does not provide tax, audit, or legal advice. The diagnostic is an estimate from the file you provide — connect your accounts after signup for the full picture.