AI Bookkeeping Services in NYC
— Automate Your Books
You didn't start a business in New York to reconcile bank statements at midnight. Upload your documents, let AI do the heavy lifting, and get human-reviewed financials every month. Plans from $249/mo — all software included.
Why NYC business owners are drowning in spreadsheets
Running a business in the five boroughs is hard enough. Your books shouldn't make it harder.
Messy books, zero visibility
You're making decisions based on your bank balance instead of actual P&L data. That's flying blind in the most competitive market in the country.
Tax season panic
Every April you're scrambling to find receipts, categorize 12 months of transactions, and pray your CPA doesn't find surprises. NYC's UBT and state taxes make it worse.
Manual data entry is killing you
You're spending 5-10 hours a month copying numbers between apps, reconciling credit cards, and chasing down missing invoices.
Can't afford a full-time bookkeeper
NYC bookkeepers charge $35-50/hour. At 15-20 hours a month, that's $700-$1,000 — for someone who might still make mistakes.
How it works — 3 steps to clean books
Upload everything
Bank statements, invoices, receipts — drag and drop or forward by email. We accept PDFs, CSVs, and photos.
AI processes it all
Our AI categorizes transactions, matches invoices to payments, flags duplicates, and builds your chart of accounts automatically.
Human-reviewed reports
A dedicated bookkeeper reviews every AI output. You get monthly P&L, Balance Sheet, and Cash Flow — delivered, not DIY.
Built for NYC's business landscape
From SoHo startups to Queens restaurants — we handle the bookkeeping patterns unique to New York.
For Startups
Burn rate tracking, investor-ready financials, R&D expense categorization. Cap table-friendly reporting for your next raise.
For Restaurants
POS reconciliation (Toast, Square, Clover), tip reporting, COGS tracking, delivery app payout matching.
For Freelancers
1099 tracking from multiple clients, quarterly estimated tax calculations, home office deductions, Schedule C prep.
For Agencies
Project-based accounting, contractor 1099 management, retainer revenue recognition, client profitability tracking.
For Ecommerce
Multi-channel reconciliation (Shopify, Amazon, Etsy), inventory valuation, COGS per SKU, sales tax nexus tracking.
For Professional Services
Client billing reconciliation, trust accounting, partner distributions, and compliance-ready reporting.
What you get — not just bookkeeping
Every plan includes the tools and people to keep your finances on autopilot.
Local compliance in New York
New York has one of the most complex tax environments in the country. We track it so you don't have to.
4%+
NY State sales tax (plus city/county surcharges up to 8.875%)
UBT
NYC Unincorporated Business Tax — 4% on net income over $95K
MTA Tax
Metropolitan Commuter Transportation Mobility Tax for employers
Pricing that scales with you
Plans from $249/mo — dedicated bookkeeper, payroll, all software included. No hidden fees. No per-transaction charges.
See full pricing breakdownFAQs — NYC Bookkeeping
How does AI bookkeeping work for NYC businesses?
Upload your bank statements, invoices, and receipts through our secure portal. Our AI categorizes every transaction, flags anomalies, and generates draft reports. A human bookkeeper reviews everything before delivering your monthly P&L, Balance Sheet, and Cash Flow statement.
Do you handle New York State and City taxes?
Yes. We track NY State sales tax, the NYC Unincorporated Business Tax (UBT), and Metropolitan Commuter Transportation Mobility Tax. Tax prep is available as an add-on.
How much does bookkeeping cost in NYC?
Plans start at $249/mo and include a dedicated bookkeeper, all software, payroll management, and monthly financial reports. That's typically 40-60% less than hiring a local NYC bookkeeper.
Can I switch from my current bookkeeper?
Yes. We handle the full migration — chart of accounts, historical transactions, and open invoices. Most NYC clients are fully transitioned within 5 business days.
What types of NYC businesses do you work with?
Startups, restaurants, freelancers, agencies, ecommerce brands, and professional services firms. Any NYC business doing $10K-$5M in annual revenue is a good fit.
Stop reconciling. Start growing your NYC business.
Upload your first bank statement free. Get a categorized financial summary in 48 hours — no credit card required.