Financial infrastructure for builders, bookkeepers, and finance teams
Financial infrastructure for modern finance applications.
BigBooks combines accounting, banking connectivity, identity, reporting, and AI-ready financial data into one platform. Build personal finance apps, client portals, bookkeeping workflows, and financial experiences on a foundation designed for accuracy.
Feature Set
Everything needed to power modern financial applications.
BigBooks brings accounts, journals, balances, cash flow, categories, merchants, budgets, users, billing, storage, external financial data, and AI-ready workflows into one connected platform.
Double-entry accounting
A complete accounting engine with assets, liabilities, equity, revenue, and expenses built on a true double-entry ledger designed for accuracy and auditability.
Financial statements
Generate balance sheets, cash flow reports, account histories, period totals, daily balances, and financial summaries from the same data powering day-to-day operations.
Categories and merchants
Normalize merchant names, categorize transactions, and maintain consistent financial reporting across connected institutions and imported data.
Banking connectivity
Connect financial institutions through Plaid today, with MX, Akoya, Finicity, and Yodlee planned. Import, enrich, categorize, and reconcile transactions with audit trail.
Budgeting
Plan against revenue and expense accounts, create and update budgets in bulk, remove outdated budget ranges, and autofill future budgets from historical account activity.
Investments
Track investment accounts, holdings, securities, tickers, sectors, industries, options, performance, and unrealized gains alongside traditional banking and accounting data.
Multi-party collaboration
Support individuals, families, advisors, bookkeepers, clients, and organizations with flexible identity, permissions, invitations, profiles, and client-management workflows.
OAuth2 and JWT security
Use secure sign-up, email confirmation, password reset, profile updates, OAuth2, OpenID Connect, JWT access, and production-ready identity workflows.
Built for AI-powered finance
Give AI assistants secure access to financial data, transactions, reports, budgets, and workflows through structured APIs and MCP-compatible tools.
From transaction to insight
From transaction to insight.
Every transaction flows through a single source of truth, ensuring reports, dashboards, budgets, and AI-generated insights remain accurate and consistent.
Workflow
How financial data becomes financial insight.
Use BigBooks to move from raw financial activity to clean, categorized, reportable books.
1. Connect accounts and transactions
Connect bank accounts, import files, create ledger accounts, and establish your financial foundation.
2. Categorize, reconcile, and post
Normalize merchants, categorize activity, match transactions, reconcile balances, and maintain accurate books.
3. Refresh reporting views
Keep balances, category analytics, merchant analytics, period totals, cash-flow reports, and dashboards current as the books change.
4. Share insights with apps and teams
Share financial insights with clients, teams, applications, and AI assistants through secure APIs and role-aware workflows.
Integrations
Connect your financial ecosystem.
BigBooks sits between financial institutions, applications, AI systems, cloud services, and reporting workflows to provide a consistent source of financial truth.
Data aggregators
AI Chat Models
Platform capabilities
* Coming soon
For builders and bookkeepers
Built as infrastructure, not just software.
Secure APIs, reusable services, testable domain logic, and extensible financial models help product teams and accounting operations build on a common accounting and data foundation.
Get Started
Build on a single source of financial truth.
Start with a secure BigBooks workspace, connect financial data, and power bookkeeping, reporting, budgeting, collaboration, and AI-driven financial experiences from one platform.