Start solo or roll it out across the practice. Every plan runs locally and keeps client data on your machine.
For an independent bookkeeper.
For a growing practice.
For larger firms with specific needs.
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MallowBooks is built for QuickBooks Desktop write-up work. The export is shaped for Desktop's Batch Enter Transactions, not QuickBooks Online.
Locally, on the machine that runs it. MallowBooks is a portable Windows app. There is no server and no cloud upload of client records.
Bank statements as .qbo, .csv, or .xlsx. MallowBooks reads the transactions, cleans the messy text, and matches each one to the right vendor and account.
Only the AI step for brand-new transactions needs a connection. Everything matched from a client's own history runs locally, so most of your work happens offline.
MallowBooks learns from each client's General Ledger. As you confirm categorizations, its memory grows, so recurring vendors get coded the same way every month with less to review.
Yes. Book a demo and bring a real bank statement. You will watch it categorize in minutes, on your own data, before deciding anything.
Tell us how many clients you do monthly write-up for and we will point you to the right plan. No pressure.
Book a demo