Monty
BookkeepingAutomated categorization, receipts & reconciliation.
TaxCapture every deduction and stay filing-ready.
Financial IntelligenceChat with your finances and get instant answers.
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BookkeepingTaxFinancial Intelligence
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Autopilot bookkeeping
for one-person businesses

Monty categorizes every transaction in real time, matches receipts, and keeps a clean set of books – so you never have to sit down for a weekend of reconciliation again.

Works withChatGPTClaude
Try for free
Rocket Mortgage

Rocket Mortgage

$2,184.76

Categorizing
Kroger

Kroger

$86.43

🛒 Groceries

Staples

Staples

$128.57

📎 Office

Squarespace

Squarespace

$23.00

💻 Software

What Monty does

Account connections

Securely connect bank & credit card accounts from over 12,000+ financial institutions.

Monty
Plaid

Real-time categorization

Monty categorizes your transactions in real time, keeping your books up to date and eliminating manual reconciliation.

•••• 3244
•••• 1127
•••• 1922
Date
Transaction
Category
Amount
January (72)
Jan 3
Airbnb
Categorizing
$3,764.27
Jan 3
Uber
Categorizing
$35.96
Jan 5
Xiquita Restaurante y Bar
Categorizing
$126.34
Sep 6
Apple
Categorizing
$9.99
Jan 8
Notion
Categorizing
$14.99
Jan 9
Amazon
Categorizing
$79.96

Receipt matching

Upload pictures or connect your email. Monty automatically matches receipts to related transactions.

Thanks for your order, Maxx!

Ordered

Dispatched

Out for delivery

Delivered

Arriving tomorrow 7 am – 1 pm

Maxx – NEW YORK

Order # 206-2204431-6879519

Dell 27 QHD monitor

Dell 27 Plus Monitor S2725DSM, QHD 144Hz, IPS, 1ms MPRT, AMD FreeSync, 99% sRGB, Height Adjust, Built-in Speakers, DisplayPort, HDMI, 3 Year Warranty, White

Sold by Amazon

Condition: New

Quantity: 1

£192.29

Total

$192.29

Jan 2
Amazon
$192.29

You're all set for San Francisco

Confortable Real Acomodación

Room hosted by Juan

Check-in

Fri, 15 Mar

15:00

Checkout

Sun, 17 Mar

11:00

Jan 3
Airbnb
$579.82

31 Jan 2026

21:32

Thanks for riding, Jamie

We hope you enjoyed your ride this evening.

Total

$21.94

Trip fare

$21.94

Trip details

UberX

3.03 miles, 27 minutes

12:35

494 Broadway, San Francisco, CA

13:02

1800 Owens St, San Francisco, CA

Jan 31
Uber
$21.94
Jan 2
Amazon
$192.29

Expense reports and invoice reconciliation

Automate expense reports and invoice reconciliation.

Invoice Reconciliation0/5 matched
Vendor
Invoice
Amount
Status
Squarespace
INV-4821
$23.00
WeWork
INV-7034
$425.00
Zoom
INV-1198
$15.99
Notion
INV-3302
$14.99
Staples
INV-9917
$128.57

Bookkeeping shouldn't be a weekend chore. Monty quietly handles the transfers, refunds, and reconciliation behind the scenes — giving you a clean, trusted set of books that becomes the financial backbone of your business.

Chat

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.

Monty
Monty
Today
Receipt20:17
✅ Matched to your $154.57 Chase charge at 20:01 – Soho House20:17
Also – looks like this was a meeting with Amanda from Fabricated Inc based on your calendar? I'll add that note to the transaction.20:17
Perfect. Add this to the expense report on my next invoice.20:18
Done 😎20:18
Your next invoice is scheduled in 9 days and includes $489.25 of expenses.20:18
.
Monty
Monty
Today 14:22
Heads up – flagging 3 charges this week that could likely be deducted: 🚕 Jun 17 $31.66 Uber to networking event (from calendar) 📦 Jun 19 $142.80 Amazon – monitor arm for home office 💻 Jun 20 $20.00 Cursor Pro subscription
Yes – all approved
Great. Your Q2 tax estimate just dropped to $6,811.
Delivered
iMessage
Montyonline
Monty
What's my profit this quarter?09:15
$18,400 – up 22% on Q4. Ad spend is the biggest swing.09:15
If I hire a contractor at $4k/mo, how does runway look?09:16
Drops from 11 months to 7. Want me to model 6mo vs 12mo engagements?09:17
Type a message
Integrations

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.

MontyChatGPTNotionAirtableGoogle SheetsMakeZapiern8nSlackGmailClaude
FAQ

Still have questions?

Monty uses AI trained on real one-person business bookkeeping to categorize each transaction as it comes in. It learns your specific patterns over time, so categorizations get sharper the longer you use it.

You can reclassify any transaction in a tap, and Monty learns from the change going forward. Similar transactions from the same vendor update automatically, so you're never retraining the same rule over and over.

Forward receipts to your Monty email address, upload photos from your phone, or connect your inbox and Monty will pull them in automatically. It reads each receipt, matches it to the right transaction, and attaches it to your books.

Yes. Internal transfers between your accounts are detected and reconciled, so they don't show up as income or expenses. Refunds match back to the original transaction, and reimbursements are categorized correctly instead of inflating your books.

Most Monty users don't. Monty handles the day-to-day categorization, reconciliation, and receipt matching a bookkeeper would normally do, then produces clean books you can hand to a CPA at tax time. If you do work with a bookkeeper, Monty gives them far less to clean up.

Yes. When you connect an account, Monty pulls in available historical transactions and categorizes them the same way it does new activity, so you're not starting from zero.

Ready to put your bookkeeping on autopilot?

Connect your accounts and let Monty handle the rest. Free to start, no credit card required.

Try for free
Monty

The finance autopilot
for one-person businesses

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