Link your Chase credit cards securely through Plaid
Assign tax categories to your transactions
Download a CSV ready for tax filing
Simple Books gives you all the tools to track business expenses without the complexity of traditional accounting software.
Securely link your Chase credit cards through Plaid. Your credentials are never stored on our servers.
Transactions sync automatically every day. Pull the latest anytime with one click.
Categorize once, apply forever. Create rules that automatically tag future transactions from the same merchant.
Pre-built categories for common business expenses: Travel, Meals, Office Supplies, Software, and more.
Find exactly what you need. Filter by date range, category, merchant name, or account.
Download your categorized transactions anytime. Ready for your accountant or tax software.
Start with pre-configured categories that match common tax deductions, or create your own.
One plan, everything included. No hidden fees.
Full access to all features