Koody for Business

Koody for Business: Bookkeeping software for sole proprietors and small businesses to manage cash flow and tax prep.

Koody for Business is bookkeeping software designed for sole proprietors and small businesses to track income and expenses, manage cash flow, and prepare for tax time. Users can add checking, savings, credit card, and cash accounts manually or import PDF and CSV bank statements. The software automatically categorizes transactions using built-in categories such as revenue, contract labor, rent, and taxes. It generates profit and loss reports, allows year-over-year comparisons, and creates a Schedule C preparation worksheet for accountants. Additional features include receipt attachments, budget creation, and Koody AI assistance.

Koody for Business at a glance

Best for: Founder, Finance
Runs on: Web, iOS, Android
Pricing: Free plan; Standard plan; Plus plan
Released: October 2026
Category: AI chat assistant
Website: koody.com

Key features

Import PDF or CSV bank statements
Automatically categorize income and expenses
Create profit and loss reports
Organize records for Schedule C preparation
Attach receipts and invoices to transactions
Export records to CSV, Excel, and JSON
Manage budgets synced with paydays

Use it for

Track business income and expenses
Prepare records and worksheets for tax time
Monitor weekly cash flow and net profit
Keep personal and business finances separate