# Bookkeeping: Books that sort themselves.

> Bank, card, Wise and Stripe charges come in and get sorted. Oatmilk asks you only when it isn't sure.

[Get started](https://app.getoatmilk.com/sign-up) · [Sign in](https://app.getoatmilk.com/sign-in) · [Docs](https://getoatmilk.com/docs.md) · [llms.txt](https://getoatmilk.com/llms.txt)

## How it works

1. Bring in your money
2. Oatmilk sorts each charge
3. You answer a few questions

## What it does

- **Bank, card, Wise and Stripe in one list.** Every account's charges land in one list of transactions.
- **Transfers and payouts paired, never counted twice.** Money moving between your own accounts and Stripe payouts are paired so they aren't counted as spending or income twice.
- **Each charge keeps its receipt.** Receipts from email, photos and uploads are matched to their charge and kept with it.
- **Reports by month or year.** Income, spending and what's still open, for any month or year.
- **Every change can be undone.** History records every change, by a person or by AI, and any of them can be rolled back.
- **Categories ready for tax time.** Categories line up with what a Canadian year-end needs.

## More from Oatmilk

- [Classifier](https://getoatmilk.com/classifier.md): Each bank and card line runs through rules, memory, receipts and Jev. Oatmilk sorts it only when it's sure, and asks you one question when it isn't.
- [Evidence matching](https://getoatmilk.com/evidence.md): Oatmilk reads receipts from your company's inboxes and matches each one to its charge. It asks you when it isn't sure and keeps the original.
- [Compliance](https://getoatmilk.com/stay-compliant.md): Ask any rules question and get an answer with official sources. Guides, deadlines and rule changes for your company, in one place.
- [Invoices](https://getoatmilk.com/invoices.md): Make an invoice in a minute, send it, and see when it's opened and paid.
- [Agreements](https://getoatmilk.com/agreements.md): Write an agreement, send it to sign on any device, and keep every signed copy with a full record.
- [Contractors](https://getoatmilk.com/contractors.md): Contractors send hours from their own portal. You approve with a tap, pay with Wise and get tax slips at year-end.
- [Tax](https://getoatmilk.com/tax.md): Year-end for Canadian companies, one plain question at a time. T2, GST/HST and T4A work, ready for your accountant.
- [Ask AI](https://getoatmilk.com/ask-ai.md): Ask a question about your company and get a straight answer. Ask AI reads your books and asks before it changes anything.
- [Accountants](https://getoatmilk.com/accountants.md): Invite your accountant to see the books and help with year-end. You pick what they can do and when it ends, and every action is on the record.
- [Run it locally](https://getoatmilk.com/local.md): Run Oatmilk on your own computer with the CLI and the web portal, or choose where each part runs: this computer, the cloud, or off.
- [Local models](https://getoatmilk.com/local-models.md): Run Ask AI, the classifiers and document reading on Ollama, LM Studio or any OpenAI-compatible server. Mix local and cloud by role.
- [CLI](https://getoatmilk.com/cli.md): Oatmilk in your terminal: every page one keypress away, Ask AI built in, and themes that work in light and dark terminals.
- [AI connectors](https://getoatmilk.com/mcp.md): Connect Claude, ChatGPT, Cursor, Codex and more to Oatmilk. Your AI can do what you can do, and nothing more.

Human version: https://getoatmilk.com/bookkeeping