The AI accountant
for small businesses
Bookkeeping automated. Tax optimized. Finances demystified.
Saving you hundreds of hours in financial admin
and thousands of dollars in tax.
Automate your bookkeeping
Connect your accounts and Monty handles the rest –
- Real-time categorization of transactions
- Receipt matching
- Expense reporting
- Invoice reconciliation
Optimize your tax
Monty watches your finances and proactively suggests ways to save you money.
- Every deduction captured
- Real-time tax estimates
- S Corp election
- Additional tax strategies
- File your taxes with Monty
Clarify your finances
Ask Monty anything and put your books to work –
- Instant answers on your finances
- On-demand reports & P&Ls
- Use Monty from Claude & ChatGPT
- Automate finance workflows
Run your finances where you live
Upload receipts from WhatsApp, cash in deductions from
iMessage or get real-time insights in Telegram.
Monty lives where you live.
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Connect your financial data to anything
By keeping your books up to date in real time, Monty provides a trusted layer of financial context to power all of your workflow automations.
Still have questions?
We're here to help
if you have any questions.
Monty is a finance autopilot for small businesses. It does three things: Bookkeeping – connect your accounts and Monty categorizes every transaction in real time, matches receipts, and keeps a clean set of books. Tax – Monty surfaces every deduction you're missing, runs quarterly estimates, flags strategies like S-Corp election, and generates filing-ready reports. Financial intelligence – Monty exposes your verified financials through an MCP server so tools like Claude and ChatGPT can read, reason, and act on them.
Monty is designed for small businesses. That includes consultants, fractional executives, realtors, architects, freelancers, creators, agencies, and other small operators who manage their own income and expenses. Most Monty users file as a Schedule C sole proprietor or an S-Corp, but the common thread is simple: you want bookkeeping and tax deductions handled automatically.
QuickBooks and traditional bookkeeping tools require you (or a bookkeeper) to manually review and categorize transactions. Monty automatically scans your accounts, categorizes expenses, and highlights potential tax deductions you might otherwise miss. It also shows real-time quarterly tax estimates so you always know what you owe. In short: traditional bookkeeping tools help you keep records. Monty helps make sure you don't overpay in taxes.
Yes. Because Monty keeps your books clean and categorized throughout the year, filing is a few clicks at tax time. You can either file directly inside Monty or export everything your CPA needs.
No, but you can keep yours if you like them. Monty handles the ongoing bookkeeping, deduction capture, and quarterly estimates a CPA would normally do for a small business, and you can file directly inside Monty when the year ends. If you already work with a CPA, Monty gives them far less cleanup at tax time. Most users share Monty's exports with their existing CPA, who appreciates the clean, categorized books.
Monty runs an MCP server that exposes your verified financials to AI assistants. Connect it to Claude or ChatGPT and you can ask things like "how much tax do I owe this quarter?" or "push my P&L to Notion" and they'll pull real numbers from your books instead of guessing.
Yes. Monty uses bank-level encryption and read-only connections to securely access your financial data. Your login credentials are never stored, and Monty cannot move money or make transactions on your behalf.