01 — FEED IT
Batch-drop everything.
Bank CSVs, statement PDFs, receipt photos. Drag the whole folder in. No format wrangling, no one file at a time.
AVG CATCH-UP · 14 MONTHS OF BOOKS · SQUARED AWAY IN 3.2 DAYS · EVERY PENNY IN ITS PLACE
Two years behind.Squared awayin days.
Upload the bank exports, the statements, the shoebox photos. Squareaway categorizes every transaction, reconciles to the bank, flags what needs your eye — and hands you a P&L your accountant will actually accept.
Live sort4,812 txns sorted
$248,910
Revenue
$91,204
COGS
$74,318
Opex
$18,000
Owner
$4,214
Flagged
flagged for your eye: 34
12,480
Txns categorized — client avg
98.6%
Auto-match after 50 corrections
$299 flat
Not $1–3K / mo for a bookkeeper
How the machine works
Four moves from shoebox to statement.
Feed it everything at once. It learns your business, reconciles to the last penny, and reports on a schedule. You review — you don’t retype.
02 — IT LEARNS YOU
Correct the first fifty.
Fix a handful of categories and it writes your rules — then runs the rest of the book to match, the way you would.
03 — IT RECONCILES
Matched to the bank.
Every line tied to a bank record. Duplicates, pending, outliers — flagged in red, never quietly hidden.
04 — IT REPORTS
On a schedule.
Monthly P&L snapshots, one-click export to QuickBooks or Xero, and a signed statement your lender will accept.
The shoebox is a feature
Photograph it. Done.
No sorting, no smoothing, no shame. Snap the crumpled pile and Squareaway reads each receipt — payee, amount, date, category — and drops it straight into the ledger.
◳ receipt_0417.jpg — extracted
OFFICE DEPOTOffice Supplies$84.12
After hours
Catch-up jobs are $300–8K of tedium. Keep the fee. Lose the tedium.
01Multi-client workspace — every engagement, one timeline.
02White-label exports — your letterhead on the signed P&L.
03Review-only queue — hand the accepts to junior staff.
My clients · Q24 active
Vega Fabrication2,410 txns · 18 mo
94%
Marlow & Co.880 txns · 9 mo
Done
Northsea Diner3,190 txns · 24 mo
61%
Bright Dental1,204 txns · 12 mo
78%
Vega Fabrication LLCProfit & Loss · FY2025
RECONCILED
SQUAREAWAY
SQUAREAWAY
| Account | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| Revenue | 58,204 | 62,910 | 64,880 | 62,916 |
| Cost of goods | 21,440 | 22,980 | 23,110 | 23,674 |
| Operating exp. | 18,120 | 18,900 | 19,240 | 18,058 |
| Net income | 18,644 | 21,030 | 22,530 | 21,184 |
The deliverable
The P&L, signed.
Tax-ready, lender-ready, investor-ready. Letterhead, monthly columns to the penny, and a banker-green seal carrying the date, the line count, and the audit checksum. Not a spreadsheet — a statement.
Pricing
Flat. Known. Done.
Starter
$299
- 0–500 transactions
- Up to 12 months of books
- Bank reconciliation
- Receipt OCR
- Signed P&L
Most jobs
Standard
$599
- 500–2,000 transactions
- Up to 24 months of books
- QuickBooks / Xero export
- Bank reconciliation
- Signed P&L
Deep
$999
- 2,000+ transactions
- Unlimited months of books
- Human final review
- QuickBooks / Xero export
- Signed P&L
Flat. Known. No hourly meter running.
Questions
The things worth asking.
How is my financial data secured?
Bank connections are read-only through aggregators with SOC 2 Type II attestation. Files are encrypted at rest and in transit; you can purge source documents once a job is sealed. We never move money and never sell data.
How faithful is the QuickBooks / Xero export?
Every categorized line maps to your existing chart of accounts, with class and memo preserved. The export is a standard journal — your accountant imports it whole, or cherry-picks. No lock-in, no proprietary format.
What does “flagged” actually mean?
A line Squareaway won't guess on: no bank match, a possible duplicate, an amount that breaks a pattern, or a payee it's never seen. Flagged is honest — it surfaces the handful that need a human instead of burying them in a confident-looking total.
How does the learning work?
Your first ~50 corrections become rules scoped to your business — “payee contains SHELL → Fuel.” It runs the rest to match and keeps refining as you review. Nothing crosses between clients; your rules are yours.
What if I'm not happy?
Per-job plans are refundable in full before you export or seal the P&L. If the books aren't right, you don't pay. Flat, known, done.