myTB.ai

myTB.ai is an automated bookkeeping and trial balance tool designed for accounting firms, transforming financial documents like statements, invoices, and receipts into accurate, review-ready books. It uses AI to handle categorization, reconciliation, and data entry, allowing teams to focus on exceptions and close books with confidence. The software ensures accuracy through auditable AI actions and provides real-time financial insights.

Key features include AI-driven tax calculations, multi-entity management, and a client portal for seamless document sharing. Users can upload bank statements, review AI-assigned transactions, and automate month-end closes, reducing manual effort. The platform supports real-time updates to financial reports and streamlines processes from raw data to locked books, all within a single interface.