Honesty
Show the doubt
When Jotly isn’t sure, it puts the transaction in a review queue and says so. A confident wrong answer is the worst thing bookkeeping software can produce.
About Jotly
We Do Your Books So You Don’t.
Jotly is bookkeeping software that works in the background. It reads your bank feed, sorts what it can, asks about what it can’t, and closes the month. That’s the whole pitch. The rest of this page is why we think it’s worth doing properly.
01 The problem
Bookkeeping Was Never the Business
Small business owners and freelancers don’t start out wanting to reconcile statements. They want to make pots, write copy or fix boilers. The books are a tax on that, and most tools make the tax bigger by asking for accounting vocabulary up front.
- 01
The chore piles up
Receipts sit in a drawer for a quarter. By the time anyone sorts them, nobody remembers what the $237.85 charge was for.
- 02
The software speaks jargon
Journals, contra accounts, accruals. Fine for a bookkeeper, a wall for the owner who just wants to know if they made money.
- 03
Automation that hides its mistakes
Tools that auto-sort quietly and wrongly are worse than a spreadsheet, because you stop checking. We built for the opposite.
02 Principles
Five Rules We Hold Ourselves To
Memory
Fix it once
Every correction you make becomes a rule that applies to past and future matches. If you correct the same coffee shop twice, that’s our bug.
Access
Read-only, always
Bank connections can see transactions. They cannot move money. That isn’t a setting, it’s how the connection is made.
Plain words
Say it simply
“Money in,” “money out,” “needs review.” The accounting terms are there when your accountant wants them, not before.
Ownership
Your data leaves with you
Everything you’ve entered exports as plain files. If you outgrow Jotly, you take your books with you.
03 How it’s built
Built to Be Checked, Not Trusted Blindly
Bank feed first
Transactions arrive through a read-only connection to your bank and cards, then get sorted as they land, not in a nightly batch you wait on.
Rules before guesses
Your own corrections run first. Jotly’s general guesses only fill the gaps, and they’re labelled so you can tell the difference.
Reconciliation that points
If the statement and your books disagree, Jotly names the transaction that’s off rather than handing over a list of maybes.
Support is an inbox
Questions go to hello@jotlycreative.com and get read by the people who build the product. No phone tree, no chatbot maze.
Live detail
A correction becoming a rule
Teaching it takes one click
This is the moment the product is built around: you change a category once and Jotly offers to apply it everywhere it fits.
04 Where it’s going
What We’re Working On, and What We Aren’t
No dates we can’t keep. Here is the direction, in the order we care about it.
Better receipt matching
In progressHandwritten receipts are our weak spot today. Improving how Jotly reads them, and how it asks when two charges look alike, comes before anything flashy.
Smarter review queue
In progressGroup doubtful transactions by merchant so one answer clears many. The aim is a shorter first month, not a prettier one.
More ways to talk to your accountant
NextCleaner hand-offs, comments on a single transaction, and exports that match what accountants actually ask for.
What we won’t build
On purposeWe won’t file your taxes, hold your money or sell your transaction data. Jotly prepares; people with the right credentials sign.
05 Your move
Pick a Plan and Let It Start Sorting
Annual plans from $89. Read-only bank connection. You’ll still review its work; you just won’t be the one doing it.