Connect your bank, get a clean P&L, and hand your accountant books that are actually usable.
Private early access is now open — California small businesses get first invites.
Built by a CPA. Designed for cash‑basis SMBs. Powered by AI with guardrails.
No spreadsheets. No “hope this works.” Just categorized transactions and tax‑ready reports your accountant can trust.
Hedgi: AI Bookkeeping for Real Businesses
Why Hedgi for Your Business
Mobile App + Accountant Portal
Mobile app
Simple UI with four tabs — Home, Transactions, Reports, Settings. You connect accounts, review categories, and see your P&L in real time.
Web portal (your accountant)
Full transaction ledger, journal entries, reconciliation, and export tools. Your accountant works in their environment without asking you for “one more spreadsheet.”
Invite your accountant from the app with one tap.
💰 More deductions
Hedgi scans your transactions, maps them to IRS‑aligned categories, and surfaces every eligible write‑off it can find.
Result: Lower taxes, higher profit.
🛡 Cleaner books
Every categorized transaction carries context: bank text, vendor, and category reasoning. If your tax pro or the IRS asks “why?”, you’re not starting from scratch.
Result: fewer surprises, easier conversations with your CPA.
⏱ Audit‑aware
No more CSV gymnastics. Hedgi pulls transactions from your bank, applies rules and AI suggestions, and keeps everything organized by vendor and category.
Result: you stop wrestling spreadsheets and focus on revenue.
How Hedgi Works
Connect your bank — that’s the only setup
Securely link your business bank accounts and cards. Hedgi imports the date, amount, and bank description for each transaction, plus any vendor details your bank provides.
Hedgi classifies using rules, bank hints, and AI
For every transaction, Hedgi runs a layered decision engine. You see the suggestion and can accept or change it. AI is advisory, not a black box.
Your P&L stays up to date
As transactions are confirmed, Hedgi updates your Profit & Loss in real time. When tax season hits, you’re not catching up months of uncategorized activity — it’s already there.
Autopilot Off (default):
Human‑in‑the‑loop. Hedgi suggests; you confirm.
Autopilot On (advanced):
Hedgi auto‑posts only the highest‑confidence, rule‑based transactions (e.g., the same Spotify or Zoom charge every month). You can still adjust or override anything later.
We recommend turning Autopilot on only after you and your accountant are comfortable with how Hedgi is classifying your data.
Choose Your Access
Free (Invite-Only)
$0/month
✔ 1 connected account
✔ Bank rules engine
✔ Plaid-to-Hedgi categorization
✔ Monthly P&L
✖ No auto-posting
Pro
$9/month
✔ All Free features
✔ AI categorization + vendor search
✔ Agentic Mode: auto-post deductions
✔ Tax-ready reports
Hedgi Accountant (Web Portal)
✔ Automated journal entries
✔ Multi-client workflows
✔ Pre-filled tax return PDFs (beta)
✔ Best for accountants & power users
FAQs
“Is Hedgi safe and secure?”
Yes. Your data is protected with bank-level encryption, and we never sell your information. Security and privacy are our top priorities.
“Do I need accounting experience to use Hedgi?”
Not at all. Hedgi automates everything—no spreadsheets or accounting degree needed.
“Will Hedgi work for my type of business?”
If you’re a small business owner, freelancer, or solopreneur using cash-basis accounting, Hedgi is built for you.
“Can I share my books with my accountant?”
Yes. You can easily share your categorized ledger with your CPA or tax pro any time.
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Need help or have feedback?
We’d love to hear from you. Whether you have a question, bug report, or idea — we’re all ears.