App contender
myTB.ai - Trial Balance, Perfected
Trial Balance, Perfected
The short version
What is myTB.ai - Trial Balance, Perfected?
myTB.ai is an AI-native bookkeeping platform designed to automate the pipeline from raw bank statements to closed books. It features AI-driven transaction categorization, bank reconciliation, and month-end closing tools, with a focus on multi-entity management and auditability.
myTB.ai allows users to manage multiple entities under a single subscription and login, with automated inter-entity transfer matching and an AI-driven closing process that enforces audit trails and approval gates.
Product capabilities
Key features
- AI-powered transaction categorization with confidence scores and review queues
- Documents Pro for converting loan statements, closing documents, and sales reports into draft journal entries
- AI-assisted month-end close with automated checklist and accrual drafting
- Multi-entity management with single-login access
- Automated inter-entity transfer matching
- Session-based bank reconciliation with check image matching
- Built-in tax engine for year-round insights, workpapers, and tax facts
- Client portal for document collection
- Real-time financial reporting (P&L, balance sheet, general ledger)
- Custom report builder
Ways to use it
Use cases
- Automating bookkeeping for multiple entities under one subscription
- Processing bank and card statements into categorized ledger entries
- Reconciling bank accounts and matching check images
- Managing month-end closing checklists and accruals
- Generating tax insights and workpapers from live ledger data
- Collecting client documents via a dedicated portal
Who it is built for
Best for
At a glance
Strengths & considerations
Strengths
- Eliminates the need for separate subscriptions for each entity
- Provides an audit trail for every AI action
- Prevents posting of uncertain transactions without human review
- Automates inter-entity transfer detection to prevent double-counting income
- Offers a self-serve cancellation process via Stripe
Things to consider
- Requires manual approval for AI-drafted entries and uncertain categorizations
- Does not support invoicing, payroll, or inventory tracking
- Daily AI-call allowances apply based on the selected plan
- Hard blockers in the closing checklist prevent period locking until resolved
- Pricing is based on transaction volume, entity count, and AI-call limits
Plan information
Pricing
Three tiers available: Starter ($24/mo billed annually or $29/mo monthly), Professional ($65/mo billed annually or $79/mo monthly), and Business ($165/mo billed annually or $199/mo monthly).
No free plan mentioned; offers a trial by choosing a plan and uploading statements.
Prices and plans can change. Confirm current terms on the official pricing page before purchasing.
Compatibility & availability
Technical details
Integrations
Platforms & channels
Languages
Official destinations
Links
Quick answers
myTB.ai - Trial Balance, Perfected FAQ
How is myTB.ai different from QuickBooks?
myTB.ai is AI-native bookkeeping focused on the pipeline from bank statement to closed period, allowing multiple entities under one subscription. QuickBooks is general-purpose software that includes invoicing, payroll, and inventory, and bills each company file separately.
Will the AI post things to my books without me?
Transactions coded with high confidence are posted, but adjusting entries, Documents Pro output, and uncertain categorizations are held as drafts for your approval. Hard blockers prevent the close from completing.
What happens when I hit a plan limit?
There is no metered overage or automatic plan change. The app will show an upgrade prompt, and the action will wait until you upgrade or the quota resets.
Can my accountant use it with me?
Yes, plans include multiple users with roles, and there is a client portal for document collection.
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Official sources
These pages were used for the factual profile above. They may change after the research date.
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