Save time and money with less than 5 hours of bookkeeping a month.
Moninsight does the heavy lifting: categorizing transactions, sending invoices, and keeping you tax-ready. You review, approve, and correct it in plain English, and stay in complete control.
Stop Losing Money to Missed Deductions and Tax Chaos
Missed deductions cost you thousands
AI scans every expense and finds tax savings
Tax season creates anxiety and scrambling
Quarterly nudges and organized records year-round
Receipts and invoices are pure chaos
OCR + auto-matching turns photos into categorized records
Categorizing, invoicing, and tax prep in one workflow
Everything a one-person business needs to stay on top of the books. Moninsight does the work; you stay in control.
01 · AI expense categorization
Every expense sorted for tax while you work
I categorize every transaction and flag only what I'm unsure of, so you approve a short list instead of sorting a spreadsheet.
02 · Receipt OCR & matching
Every deduction backed by proof
Snap a photo or upload a PDF. I match it to the right transaction, so you're ready if anyone asks.
03 · Ask AI
Straight answers about your money
Ask "How much have I spent on travel, and how much is deductible?" and get the answer with the transactions behind it.
04 · Invoices & quotes
Get paid without the awkward follow-ups
Turn an accepted quote into an invoice in one step. When one goes overdue, send a pre-written reminder instead of writing one from scratch.
05 · Tax planning & quarterly nudges
Never be surprised by a tax bill
I estimate what you owe as you earn and show the exact amount to set aside before each deadline. Estimates, not tax advice.
06 · Audit risk alerts
Catch audit red flags while they're easy to fix
I flag missing receipts, duplicate charges, and miscategorized meals before you file.
No credit card required
Moninsight does the work. You review, approve, and correct.
Set up once. Then a few minutes of review keeps your books and taxes on track. No accounting jargon.
Review
Each week I show you what I did and what I'm unsure about, in plain English.
Approve
Agree with a suggestion? One tap and it's booked. I do the categorizing and matching.
Correct
Disagree? Change it once and I remember, so I don't ask you the same thing again.
Getting started takes a few minutes: tell Moninsight about your business, connect your accounts, and it starts working.
Built for the way you work
Moninsight knows what your books look like — because we built it around how solopreneurs like you actually earn and spend.
Consultants
Track billable expenses, home-office costs, and quarterly estimates across every client engagement — categorized automatically so nothing slips before tax time.
Coaches
From course tools to travel and client sessions, Moninsight sorts every expense into the right deduction so you keep more of what you earn.
Creators
Sponsorships, gear, software, and platform payouts in one clear view — with AI categorization built for irregular creator income.
Freelancers
1099 income from multiple clients, tracked automatically. No spreadsheets, no surprise April tax bill — just clean books and clear deductions.
Try It Free. Don't Pay If You Don't Like It
Every plan starts with a 14-day free trial on Growth — full access, no credit card required.
Starter
Freelancers & solopreneurs
Billed $240/yr · Save $60
- 1 Bank Account
- Auto Categorization
- Up to 25 receipts/month
- Up to 25 invoices and quotes/month
- Up to 10 Customers & Services
- Profit & Loss, Balance Sheet and Cash Flow
- Tax estimate calculator
- 30 AI chat messages/month
- Weekly Review digest
- Email support
Essential
Growing small businesses
Billed $374/yr · Save $94
- Everything in Starter, plus:
- 3 bank Accounts
- Unlimited receipts upload
- Unlimited invoices & Quotes
- Unlimited Customers and Services
- Payment reminders
- Quarterly tax tracker
- 100 AI chat messages/month
- AI Recommendations
- Priority email support
Growth
Established businesses
Billed $660/yr · Save $168
- Everything in Essential, plus:
- Unlimited bank accounts
- Period Locking
- Deduction optimizer
- Year-end tax planning
- Audit alerts and risk flags
- 300 AI chat messages/month
- Full audit trail
- Priority + live chat support
All plans include a 14-day free trial on Growth. No credit card required. Cancel or change your plan anytime.
Compare all featuresYour data is yours. Take it with you anytime.
No contracts and no lock-in. If Moninsight is not right for you, you can leave and take your records with you.
Export it anytime
Download your transactions as a CSV file whenever you want. Your reports download as CSV too.
No lock-in
No contracts, no minimum term and no cancellation fees. Cancel from our billing page whenever you like.
We never sell your data
Your financial information is never sold to anyone, and it never will be.
Your bank login stays with your bank
Bank connections run through Plaid. We never see or store your bank login, and you can disconnect any time.
Frequently Asked Questions
Everything you need to know about AI-powered bookkeeping
Let Moninsight do the bookkeeping. You just review, approve, and correct.
Start your free trial. No credit card required.
Start Free