For accountants
A client who still forwards twelve PDFs in March.
Annalis is not another general ledger. It is the packet you have been asking them to assemble: statements, categorized charges mapped to tax lines, business vs personal split, and a reconciliation against the total the issuer printed. You log in read-only. You cannot change a category, a rule, or a setting.
What you get
- The original statement PDFs, so you do not have to chase the bank.
- Every charge categorized and mapped to a Schedule C line.
- Business vs personal already split, on the cards they actually use.
- A reconciliation against the total the issuer printed on the statement.
- Reports and CSV per business, ready to book or review.
- A login that cannot change a category, a rule, or a setting.
What you do not get
- Write access. You cannot recategorize, invent a rule, or edit settings.
- Another general ledger to migrate into. They keep the books they already have.
- A request that they switch cards, leave QuickBooks, or change CPAs.
- A feed you have to trust without the PDF. Statements still reconcile.
How it works
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01
They create an account
Your client signs up, names the practice, and uploads statements or connects the cards they already have. Nothing is charged to start.
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02
Annalis files the year
Recognized vendors are categorized. They confirm the rest once per merchant. Each decision becomes a rule, so the same choice is never made twice.
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03
You open the packet
They invite you read-only. You download the CSVs and the original PDFs. You can see everything. You cannot change it.
Security
Bank connections are read-only. Annalis can never move money, and never sees a bank password. Your login cannot change a category, a rule, or a setting — that is enforced in the product, not promised in a policy. The full list of what is stored and what is not is on the security page.
Tell your client to create an account Security and privacy
Their books stay free. Your login stays free.