Financial clarity for
audit-proof businesses.
Connect your accounts, categorize transactions instantly, and generate audit-ready reports. The modern operating system for your company's finances.
Trusted by modern businesses for financial accuracy
Features
Everything you need to keep your books clean.
Stop wrestling with spreadsheets. Hertly Books automates the tedious parts so you can focus on growth.
Auto-Sync Transactions
Securely connect to thousands of banks via Plaid. Your transactions appear instantly, ready for review.
Smart Categorization
Create rules to automatically sort recurring expenses. Teach the system once, and it remembers forever.
Proof Management
Upload receipts and invoices directly to transactions. Never lose a paper trail before tax season again.
Financial Reporting that makes sense.
Generate Profit & Loss statements and Balance Sheets with a single click. Understand your burn rate, runway, and margins without needing a finance degree.
- Real-time P&L generation
- Detailed weekly breakdown
- Export-ready for your accountant
Bank-level security & compliance.
Trust is our currency. We don't sell your data, and we use industry-standard encryption to keep your financial information safe.
Encrypted
AES-256 encryption for all sensitive data at rest.
Private
Your data belongs to you. No third-party ads.
Secure Connection
Verified via Plaid
Ready to audit-proof your business?
Join hundreds of founders who have switched to Hertly Books for peace of mind and financial clarity.