Financial clarity,
on your own infrastructure.
Import bank statements, scan receipts, auto-categorize every transaction. Tax-ready reports in minutes — running on dedicated AWS infrastructure that belongs to you.
Everything you need.
Nothing you don't.
Import from anywhere
CSV, OFX, bank feeds, Airbnb earnings, Stripe payouts, PayPal history. Any bank, any country, any currency — drop your files and go.
AI that actually learns
Every transaction gets auto-categorized on arrival. Correct one and the rule applies everywhere. After a month, 94% need zero manual edits.
Tax-ready in one click
Monthly summaries, annual breakdowns, P&L statements. Export a clean PDF your accountant will love — formatted for HMRC, IRS, or EU VAT reporting.
Jan – Dec 2026 · LD Coda, LLC
Receipt scanning
Snap a photo — OCR extracts vendor, date, and amount, then auto-matches it to the right transaction.
Multi-region tax
Built-in modules for UK (HMRC), US (IRS), and EU VAT — with correct categories, thresholds, and export formats.
Your own infrastructure
Every customer gets isolated AWS resources. Your data never touches another customer's environment.
Your data. Your environment.
Total transparency.
Every customer runs on dedicated, isolated AWS infrastructure. We don't pool your data — ever.
Isolated per-customer infrastructure
Your own database, storage, and encryption keys. No shared tables. No multi-tenant mixing.
AES-256 encryption everywhere
Per-customer KMS keys. TLS 1.3 in transit. Even we can't read your data without authorization.
Dedicated database
Your transactions live in a dedicated PostgreSQL instance with automated backups and 30-day retention.
Zero access by default
No engineer can access your data without explicit authorization and a time-limited audit trail.
SOC 2 & GDPR
Designed for SOC 2 Type II from day one. Full GDPR data rights — export, delete, or transfer anytime.
Full audit logging
Every login, import, export, and change — logged immutably with CloudTrail. Request a report anytime.
Your isolated environment
Messy to sorted.
Three steps.
Ten minutes the first time. Five minutes every month after.
Import
Drop a bank CSV, upload OFX, or connect Airbnb / Stripe exports. Any bank, any currency.
Categorize
AI suggests categories. Approve, tweak, or set rules — it learns and improves every month.
Report
One click for a monthly or annual report. Export PDF or CSV. Hand it to your accountant.
Pick your tier. Scale when ready.
From student side-hustle to enterprise. No hidden fees, no surprises.
Starter
For students, freelancers, and sole traders getting their finances sorted.
- 1 user
- 5,000 transactions / month
- CSV import
- 1 GB file storage
- Basic auto-categorization
- 1 tax region (UK, US, or EU)
- Monthly reports
- Email support
Professional
Dedicated infrastructure. Your data never touches another customer's environment.
- 5 users included
- 50,000 transactions / month
- All import formats
- 10 GB storage + dedicated DB
- AI categorization + custom rules
- UK, US & EU tax modules
- Receipt scanning & OCR
- 99.9% SLA & priority support
Transparent usage-based overages if you grow beyond limits.
Join WaitlistEnterprise
Multi-AZ, dedicated VPC, custom SLA, white-label, and a dedicated account manager.
- Unlimited users & transactions
- Everything in Professional
- Bring your own encryption key
- Choose any AWS region
- Multi-AZ high availability
- API access (read/write)
- Custom SLA (99.95%+)
- 1:1 onboarding + dedicated AM
Common questions
Every Quidbooks customer runs on their own isolated AWS infrastructure — dedicated database, dedicated storage, customer-specific encryption keys. Xero and QuickBooks pool millions of customers into shared databases. If security and data sovereignty matter to your business, that's the difference.
When you sign up, we automatically provision a dedicated PostgreSQL database, an S3 storage bucket, and a unique KMS encryption key — all in your chosen region. Your data physically cannot be accessed by any other customer. It's the same architecture banks use, at a fraction of the cost.
Yes. We support CSV and OFX formats, which covers virtually every bank worldwide. We also have dedicated parsers for Airbnb earnings, Stripe payouts, and PayPal history. If your bank exports data, Quidbooks can import it.
You can export all your data (CSV, PDF, or raw database dump for Enterprise) at any time. After cancellation, we retain your data for 30 days in case you change your mind, then permanently delete everything — including your dedicated database and encryption keys.
Professional and Enterprise plans support multi-currency transactions. Import in GBP, EUR, USD, or any other currency — we handle the conversion for reporting purposes. Starter plan supports a single currency per account.
We currently support UK (HMRC), US (IRS), and EU VAT reporting. Reports are formatted with the correct categories, thresholds, and export formats for each jurisdiction. More regions are on the roadmap.
We're finalizing the trial model. Join the waitlist and you'll be first to know when we launch — including any early-access pricing. No credit card required to join.
Professional plan includes generous limits (50k transactions, 10 GB storage, 5 users). If you exceed them, we charge transparent per-unit rates — no surprises. You'll get alerts at 80% and 95% usage. Starter plan has hard limits (upgrade to Professional for more).
Be first in the door.
Join the waitlist. We'll email you when your dedicated environment is ready.
You're on the list!
We'll reach out when your environment is ready.
No credit card required. We'll never share your email.