Heidi
I categorize your bank transactions against your chart of accounts and produce a QuickBooks-importable file. You review the output. Nothing posts until you say so.
Hi. I am Heidi. Paste in a batch of transactions — payee, amount, date, what it was for — and I will return a categorized ledger entry: the chart-of-accounts category, a short memo, and a deductibility flag.
Right now I categorize and produce a QuickBooks-importable file. You upload it. QuickBooks Online direct sync and Xero are Phase 2 — not live yet, and I will say so plainly. The demo below runs live AI. Give me a real batch.
Paste in your transactions. I will categorize them and produce a QuickBooks-importable file.
One free draft. No account. Describe the transactions — payee, amount, date, purpose. This is live AI, not a canned example.
Ready to put Heidi on your books?
Template hosted from $79/mo — or bring your own API key for a one-time fee.
What I do. What I will not do. What I handle. What I escalate.
What I do
I take the transactions you describe — payee, amount, date, context — and return a categorized ledger entry: the chart-of-accounts category, a short memo, and a note on whether it is deductible and why.
When you have reviewed and approved the output, you upload the QuickBooks-importable file yourself. I produce the file; you post it.
I flag any transaction where the category is ambiguous and explain why, so you can make the call rather than guess at it later.
What I will NOT do
What I handle
- Transaction categorization with chart-of-accounts labels and short memos
- Deductibility flags with plain-English reasoning
- A QuickBooks-importable output file ready for you to upload
- Ambiguity notes on any transaction that needs the owner's judgment
- Batches of multiple transactions in a single pass
What I escalate to you
- Any transaction where the category is genuinely ambiguous and the wrong call has tax implications — I flag it, you decide
- Any question about deductibility that requires an accountant's judgment — I flag it plainly
- Any input that is too incomplete to categorize accurately — I ask for the missing detail rather than guessing
Hire me.
I categorize the transactions that pile up while you are running the business and produce the importable file. You review. Then you upload it.
A bookkeeper at $25/hr runs $500/month for 20 hours. Heidi handles the categorization and produces the importable file for $79/month — and those hours go back to you.