Turn your transactions into,
balanced books instantly

Automatically categorize, record, and reconcile transactions with AI — eliminating manual work and reducing errors.

Dashboard

Simplified Bookkeeping

Manage bookkeeping, invoices, expenses, inventory, and financial reports from one simple dashboard built for modern businesses.

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From Banks to Books in One Click

  • Easily connect your bank accounts and credit cards to automatically sync transactions and record invoices and payments directly within the system

  • Leverage Smart Automation powered by AI to recommend expense categories, invoices, customers, and vendors for each transaction

1
Auto Sync
Bank Account
Chase ••4821
+$250 Salary
Credit Card
Visa ••9201
−$85 Office
Savings Account
Fidelity ••3300
+$500 Transfer
2
Ai Engine
fiscal50 AI
Analyzing transactions
Reading transactions…
Income
+$250 → Credit Income A/c, Debit Bank A/c
Expense
−$85 → Debit Office Expenses, Credit CC A/c
Transfer
+$500 → Debit Savings A/c, Credit Bank A/c
3
Journal & Ledger
Journal Entries
Auto-recorded
Account Dr Cr
Trial BalanceBalanced ✓
Bank & Card feeds
AI categorises & maps
Double-entry recorded
🔄
Banks to Books — Automated
3-step AI bookkeeping pipeline
Live
1
Auto Sync
🏦
Bank Account
Chase ••4821
+$250
💳
Credit Card
Visa ••9201
−$85
💰
Savings
Fidelity ••3300
+$500
2
AI Engine
Analyzing transactions…
Income
+$250 → Credit Income, Debit Bank
Expense
−$85 → Debit Office Exp., Credit CC
Transfer
+$500 → Debit Savings, Credit Bank
3
Journal & Ledger
Account Dr Cr
Trial Balance✓ Balanced

Modern Bookkeeping That Works the Way You Do

Automated Bank Feeds

Automatically sync bank and credit card transactions securely using Plaid, or upload statements through Web Connect files—keeping your books updated without manual entry.

Smart Scheduling

Automate recurring income, expenses, subscriptions, payroll, and deferred expenses with flexible scheduling—so routine transactions are always recorded on time.

Bill & Receipt Capture

Upload or email bills and receipts directly into fiscal50 and let the system automatically record and organize expenses—saving hours of manual bookkeeping.

Invoicing & Expense Management

Create professional invoices, track payments, manage expenses, and stay on top of cash flow with an intuitive system built for everyday business operations.

Location & Special Category

Organize transactions by locations, departments, projects, properties, or custom categories—perfect for businesses across different industries and reporting needs.

Inventory & Asset Tracking

Monitor inventory levels and business assets with clarity—track what you own, what's moving, and maintain accurate records as your business grows.

app.fiscal50.com/assistant

AI-Powered Bookkeeping Assistant

Online · Replies instantly
AI-Powered
F
📎
📊
Ask me anything…
F
AI Bookkeeping Assistant
Online · Replies instantly
AI-Powered
F
Ask me anything…

AI-Powered Bookkeeping Assistant

Simplify everyday bookkeeping with fiscal50's AI-powered Bookkeeping Assistant—giving you faster access to tasks, financial records, reports, and accounting workflows through simple, natural interactions.

  • Record bank transactions, manage transfers, and reconcile bank and credit card accounts with ease—helping keep your financial records accurate and up to date.

  • Generate invoices, request financial reports, and access key business insights instantly to streamline daily operations.

  • Set reminders for important activities like payroll, tax filings, recurring bills, and follow-ups so nothing slips through the cracks.

Connect Your Business Tools in One Place

fiscal50

Seamless Integrations

Connect platforms like Stripe, Shopify, Gusto, Plaid, Maven Systems PMP, and more to automatically sync sales, payments, payroll, and financial data into one streamlined workflow.

fiscal50

Everything Working Together

Keep your ecommerce, banking, payroll, project management, and bookkeeping systems connected—reducing manual work, improving accuracy, and giving you a complete financial view of your business in real time.

Easy Migration

Switch from QuickBooks or any
software — in minutes, not weeks

Migrating your books to fiscal50 is simple and stress-free. Our onboarding guides you through every step with zero data loss — with step-by-step guides, walkthrough videos, and expert support available 24/7, so you're never left guessing.

24/7 Live Migration Support — always here to help
1
Sign up on fiscal50
Create your free account in under 2 minutes. No credit card required. Your migration workspace is ready instantly.
● In progress
2
Connect your bank accounts
Securely link your bank and credit card accounts via Plaid in one click. All connections are encrypted and read-only.
3
Import chart of accounts
Upload your existing chart of accounts from QuickBooks or any software. We map it automatically — no manual re-entry.
4
Upload trial balance
Export your trial balance from QuickBooks and upload it to fiscal50. Your opening balances are imported instantly and verified.
You're live on fiscal50!
Your account is fully set up with all historical data migrated. Start managing your books right away.
app.fiscal50.com/signup
Connect your banks
Secure connection via Plaid · Read-only access
🏦
Chase Business Checking
💳
Visa Business Card
🏛️
Fidelity Savings
Secured by Plaid · Bank-grade encryption
Import Chart of Accounts
Upload your exported file from QuickBooks or any accounting software
📄
chart_of_accounts.csv
Drop file or click to upload
Assets12 accounts
Liabilities8 accounts
Equity4 accounts
Revenue6 accounts
Expenses18 accounts
Upload Trial Balance
Export from QuickBooks → Reports → Trial Balance
📊
TrialBalance_Q4_2024.xlsx
Processing…
AccountDebitCredit
$24,800
$8,400
$12,000
$6,200
$39,000
🎉
Migration Complete!
Your fiscal50 account is fully set up with all your historical data migrated and verified.
0
Accounts
0
Banks
$0
Balance
Ready to make the switch?
Migration takes less than 30 minutes. Our team handles everything for you.