Month-end close isn't waiting on the numbers. It's waiting on your clients.
Categorly syncs uncategorized transactions from QuickBooks or Xero and sends your client a mobile swipe interface— "What was this $45 charge?" — with automatic reminders until every line item is done.
How it works
From uncategorized transactions to a closed month in three steps
No more spreadsheet exports, no more email threads that go quiet for a week. Connect the books, send one link, and let the reminders do the chasing.
Connect QuickBooks or Xero
Categorly pulls in every uncategorized transaction automatically — no manual export, no copy-pasting into a spreadsheet.
Client gets a swipe link
One magic link, mobile-friendly: "What was this $45 charge?" Your client swipes through in minutes, from their phone, no account needed.
We handle the follow-up
Automated reminders go out until everything's categorized. Your dashboard shows exactly who's done and who's still outstanding.
The problem
The last two weeks of every month, you're not doing bookkeeping. You're chasing it.
Ask any bookkeeper with more than a handful of clients: the books aren't the bottleneck. Getting clients to tell you what an unlabeled charge actually was is. It's a structural problem for the entire profession, not a one-off client issue.
Reminder emails that get ignored, again
You send the same follow-up three, four, five times a month, per client — and half the time it still sits unread until you call them directly.
Spreadsheets that go missing or come back wrong
The one you sent gets lost, filled in incorrectly, or comes back as a screenshot of a screenshot — more cleanup work than if you'd just asked directly.
Close pushed to the 20th, every single month
Client deliverables, tax prep, and your own sanity all get pushed back because one $45 charge from three weeks ago still says 'Uncategorized.'
What we'd build
One job, done properly: get every transaction categorized, without the chasing
Categorly isn't a full practice-management suite. It's a focused tool for the one recurring task that delays every close: getting answers out of your client's head and into your books.
Direct QuickBooks & Xero sync
Uncategorized transactions flow in automatically — no exports, no manual entry, always up to date with the books you're already working in.
Mobile swipe interface
A dead-simple, big-button interface your client can finish from their phone in the checkout line — not a form they'll put off until next week.
Automated reminder sequences
Reminders escalate on a schedule you set, and stop the moment the client finishes — no more manually tracking who still owes you answers.
Per-client completion dashboard
See exactly which clients are done, in progress, or ignoring you — across your entire book, at a glance, instead of client-by-client guesswork.
Categorization memory
Once a client tells you "Staples = Office Supplies," Categorly remembers it and pre-fills the same vendor next month, cutting their workload over time.
Clean export back to your books
Finished categorizations sync back into QuickBooks or Xero automatically — no re-keying what your client already answered.
How it compares
Categorly vs. chasing clients manually
General practice-management tools like Karbon or Financial Cents manage your workflow and deadlines — but none of them solve the actual bottleneck: getting a client to answer 'what was this charge' quickly.
Practice-management platforms are built to manage your whole workflow — Categorly is built for one job: getting the client's answer, fast, without you nagging.
Planned pricing
Simple, honest pricing
Free to try on one client, no credit card. Not final: tell us below if this pricing works for you.
Free
$0/mo
Try it on one client
- 1 connected client
- QuickBooks or Xero sync
- Swipe interface
Solo
Early-bird $22/mo forever$30/mo
For independent bookkeepers
- Up to 10 clients
- Automated reminders
- Completion dashboard
Firm
$80/mo
For bookkeeping firms & teams
- Unlimited clients
- Team seats
- Categorization memory
No per-transaction fees. No 'contact sales' for a simple client count upgrade.
Raise your hand
Want Categorly to exist?
Takes 10 seconds, no commitment. No product yet, no spam — one email when it ships, and your answers shape what we build.
Count me in
We'll email you the moment it's ready — nothing else.
Your email is used for exactly one thing: telling you when Categorly exists.