IN THE FIELD GUIDE
mytb
mytb.ai
Bookkeeping automation for accounting firms managing multiple entities and needing faster, accurate month-end closes. AI categorization with a review queue that batch-processes whole statements and assigns confidence scores, queuing uncertain transactions for review. AI month-end close feature that audits the period for unfinished items, categorizes remaining transactions, posts approved entries, drafts accruals and depreciation, and requires judgment calls to be reviewed before locking the period.
THE PRODUCT, BEYOND THE PITCH
Editorially reviewed · Sources checked Sep 11, 2026
A good fit for
- Modern accounting firms requiring AI-powered automation for multi-entity bookkeeping and trial balance management.
Know the limitations
- No bank feed integrations currently; the system is PDF-first and bank feed connections are planned but not yet available.
What you can do
- Bookkeeping automation for accounting firms managing multiple entities and needing faster, accurate month-end closes.
- Migration from QuickBooks Online or Xero by importing trial balances as opening positions to avoid re-keying data.
Features
- AI categorization with a review queue that batch-processes whole statements and assigns confidence scores, queuing uncertain transactions for review.
- AI month-end close feature that audits the period for unfinished items, categorizes remaining transactions, posts approved entries, drafts accruals and depreciation, and requires judgment calls to be reviewed before locking the period.
Integrations
- Migration integrations with QuickBooks Online and Xero to import trial balances as opening positions.
- Google Drive integration to automatically pull documents into the document queue for extraction and review.
- Agent integrations available for Hermes, Claude, or Grok-powered agents with human approval before ledger changes.
Platforms & data export
- Exports include balanced draft journal entries from documents and postings to the general ledger after approval.
THE COST FOR YOUR TEAM
Go beyond the starting price.
Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.
Known monthly subtotal
$0.00/month
1 of 1 tools could not be priced with these inputs, so this is not the full cost.
| Tool / plan | Monthly | Per year | What this assumes |
|---|---|---|---|
| No pricing recorded yet. Check the official site, or ask the owner to add it. | |||
A practical workflow
- Client document upload via myTB Client Upload iPhone app where clients receive a secure link and PIN to submit documents without creating an account.
Based on the sources below. Editorial review does not imply hands-on product testing.
Alternatives to explore
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