What’s inside

Everything 🧹Clean Books does, in the order you’d actually use it.

🧹Clean Books launched June 1, 2026 and now serves 77 companies. This is the honest tour — what’s in the product today, written for the people who do the work.

The assistant

The Sweeper 🧹

Natural language is a first-class way to work in 🧹Clean Books — not a chat box bolted onto the side.

Ask for the document you actually want: Invoices, bills, sales receipts, payments, deposits, invoice payments, bill payments and journal entries — all created by asking. The Sweeper never quietly substitutes one document type for another.
Confirm before you post: Every write is shown to you first, in plain English, before anything hits the ledger. Nothing posts behind your back.
Paste a spreadsheet, get a journal entry: Paste a block of rows and The Sweeper hands it to a deterministic import engine that resolves accounts against your real chart, checks that debits equal credits, and reports back the facts.
Bank feed rules in plain English: Describe the rule the way you'd say it out loud and The Sweeper writes it — including segment, product/service and tags.
A duplicate guard that speaks up: Same payee, same amount, a few days apart? The Sweeper stops and asks instead of quietly creating a second one.

Getting data in

Bank feeds, imports and documents

Every door into the books runs through the same engine, so every door agrees with the others.

Live bank feeds: Secure bank and credit-card connections with per-account fault isolation, so one bank having a bad day doesn't stop the rest of your feeds.
Rules first, AI second: Imports and the bank feed inbox share the same rule engine and the same priority order, so they agree row for row. When a rule matches, the row is badged as a rule match. AI is only the fallback.
Obvious matches, accepted in bulk: Exact-amount matches inside your date window can be reviewed and accepted together instead of one at a time.
Duplicate detection that knows the books: Import duplicate checking is account-scoped, direction-aware and works at the line level — including against bills and invoices, not just posted entries.
CSV and PDF statements: Drop in a CSV or a PDF statement and get coded, reviewable rows with direction and amount already sorted out. Big files are handled without falling over.
Payroll and document intake: Read a payroll report and preview the entry before anything posts. Turn a received document into a bill with the vendor, amount, date and invoice number already pulled off the page.
Never a suspense plug: If an account can't be resolved or an entry doesn't balance, the import names it and refuses. It will never invent a GL account or bury the difference in suspense.
A migration guide and AI prompt for every list: Each import template comes with a written guide and a prompt you run through your own AI. Clean the chart of accounts, merge duplicate contacts, fix item mappings and review opening balances before the rows reach the import engine.

Getting it clean

Reconciliation and monthly close

This is the part most software treats as an afterthought. Here it's the whole point.

Statement reading and matching: Hand The Sweeper a PDF statement. It extracts the lines, then a deterministic three-pass match runs them against your feed — the AI reads, the math decides.
Reconcile any balance sheet account: Not just checking and credit cards. Loans, notes, and other balance-sheet accounts reconcile too, with the sign math handled correctly for liabilities and contra accounts.
Per-line reconciliation with guardrails: Reconciliation happens line by line, and a reconciled item can't be quietly altered. The design is to prevent the break, not to clean it up afterward.
Monthly Close board: A practitioner-only screen answering one question: what's left before this month is closed? Every balance sheet account shows its last reconciled month or its review sign-off, and months behind.
A close checklist you can shape: 45 baseline items out of the box, plus your own additions per firm, per company, or per person. Reconciliations tick themselves off. Skipping an item requires a reason.
Reconcile vs. review: Statement accounts get reconciled. Subledger and schedule accounts get a review sign-off — so A/P never sits there falsely flagged as un-reconciled.

Fixing what's broken

Cleanup tools

Built by someone who has cleaned up a lot of other people's books.

Real account merges, with undo: Pick the loser and the winner. Transactions and settings move, the loser is deactivated, and you have 30 days to reverse it precisely. Merge one, or many into one.
Bulk editing with guardrails: Edit in bulk across transactions, contacts, companies and the chart of accounts — with the reconciliation guardrails still standing.
Status that can't drift: Paid/unpaid status is recomputed from the actual payment applications rather than trusted from a stored field, so a bill can't claim one thing while its record says another.
You can't void money that's still applied: Try to void a bill or invoice with a live payment on it and 🧹Clean Books stops you and tells you, plainly, to release the payment first.

Getting answers out

Reports built like accountants read them

Reports should look like the paper you learned on and tie out to the penny.

GAAP-correct P&L structure: Other Income and Other Expense are always their own sections. Always.
Aging by due date: A/R and A/P aging ages by due date, so what isn't due yet sits in Current, where it belongs.
Frozen panes and ruled paper: Sticky headers and a frozen account column on long reports, plus an optional ruled loose-leaf skin if that's how your eyes read a column of numbers.
Sales by customer and product: Fast, permission-aware breakdowns of where the revenue actually came from.

For firms

Two portals, six roles, one bill

🧹Clean Books is built for people who carry more than one set of books.

Accountant Portal and Company Portal: A firm-wide, multi-client view for practitioners, and a single-business view for the owner — the same engine behind both doors.
Six roles, real permissions: Owner, business owner, admin, staff, bookkeeper and accountant, each with granular rights over accounts, contacts, transactions, exports, settings and users.
Support access you grant, and revoke: If you want help inside your books, you issue a time-boxed grant — 1, 7 or 30 days — that you can revoke at any moment, with a complete before-and-after audit trail. Nobody wanders in.
Priced by plan, not by seat: Clean is $97/month. Cleaner is $237/month and includes 5 clients. Cleanest is $497/month and includes 20, with no ceiling on what you can add. Users are unlimited, so adding another entity or team member isn't a penalty.
Self-service billing: Manage your subscription, update the card, and cure a past-due yourself. Cancel anytime; no refunds on current or past months.

The small things

Details you'll notice on day three

The stuff that doesn't make a feature list but makes a workday.

Legacy keyboard shortcuts: Single keys and real muscle memory, the way fast accounting software used to feel. No chord salad.
Video tips where you are: A small gold button next to the page title plays a short tip for that exact screen, so help is on the page instead of in a manual.
Themes that follow the book: Pick a theme per company, not just per person. Your ledger and your client's ledger can look different on purpose.
Document export: Pull a company's attached documents down as a zip whenever you need them.

See it for yourself.

Start an account, or grab an hour with Seth and bring your messiest set of books. If you want the background first, read Why Clean. Why Now.