For SMBs & solopreneurs
Run your books without doing your books.
Ask HaiFi for profitability, tax-readiness, and cash reports. We handle categorization, reconciliation, and statements behind the scenes. You review what matters and get back to running your business.
Connect in 5 minutes. Per-entity pricing — bring your accountant in for free.
Requires a paid Claude plan (Pro, Max, Team, or Enterprise).
Here's your April snapshot:
47 of 47 transactions categorized · 23 receipts attached · 2 need review
The reports your business actually needs
Profitability. Tax-readiness. Cash.
Three things every business owner wants from their books — on demand, every month, in a chat.
Profitability
Where the money's being made — by category, by class, by entity. Real numbers, on demand.
Tax-ready every month
Receipts attached, deductions captured, audit log on every transaction. No December scramble.
Cash & runway
Real-time bank balances, AR aging, projected cash position. Always know where you stand.
How it works
Connect in 5 minutes. Set your cadence. Review in chat.
- 01
Connect
QBO or Xero, your bank via Plaid, your card, Stripe if you use it, Gmail for receipts. Five minutes.
- 02
Set the cadence
Daily, weekly, or monthly. HaiFi categorizes, reconciles, and drafts statements on schedule.
- 03
Review in chat
Ask for what you need: P&L, cash position, tax-readiness. Approve exceptions in a single batch. Done.
What HaiFi handles for you
The work behind the reports.
Every report is only as good as the work underneath it. HaiFi handles each of these on cadence so the numbers you see in chat are real.
Expense Classification
Every transaction categorized with the right GL account, contact, and class — bank feed in, audit-ready entries out.
Financial Statements
Polished P&L, balance sheet, and cash flow on demand — branded for your firm or client.
Merchant Account Reconciliation
Stripe deposits and merchant fees automatically recorded and reconciled. Net payouts split into gross revenue and fees, posted to the right GL accounts. Multi-account across every Stripe Connect you run.
Bank Reconciliation
Plaid-connected bank feeds matched to journal entries with one-click categorization rules.
Automated Journal Entries
Recurring and rule-based JEs across the chart of accounts — drafted, reviewed, posted.
Receipt Capture
Forward to an email address, snap a photo, or auto-pull from Gmail. Receipts attached to the right transaction.
When you grow
Not ready for an accountant? Do them yourself in chat.
HaiFi is built so you can run your books with just chat. When you're ready for hands-on support, upgrade to Business+ for close support — or hand off to a HaiFi Pro firm that runs the whole system for you. Same books, more hands.
Run your books without doing your books.
Connect in 5 minutes. Per-entity pricing. Bring your accountant in for free.