From signup to automated books in minutes
No accounting degree required. No complex setup. Just connect your accounts and let AI do the heavy lifting — here's exactly how it works.
Connect your accounts
Link your bank accounts, credit cards, and payment processors in a few clicks. We connect to 12,000+ financial institutions through bank-grade Plaid integration.
- Secure, read-only access — we can never move your money
- Transactions import automatically as they happen
- Historical data pulled in automatically (up to 24 months)
AI does the work
Once connected, CypherPro's AI gets to work immediately. Every transaction is automatically categorized, categorized, and reconciled — in real time.
- 85% categorization accuracy from day one
- Learns your preferences and gets smarter over time
- Flags anomalies and duplicates before they hit your books
- You review and approve with a single click — or let it run fully automated
Get insights, instantly
Your financial dashboard updates in real time. See exactly where your money is going, how your business is performing, and what's coming next.
- Live P&L, cash flow, and balance sheet at your fingertips
- Custom dashboards for the KPIs that matter to your business
- Tax-ready reports exportable in one click, anytime
- Monthly summaries delivered to your inbox automatically
What to expect in your first week
Here's what happens from the moment you sign up.
Sign up and connect
Create your account in under 2 minutes. Connect your bank accounts via Plaid — securely and instantly. Historical transactions start flowing in.
AI learns your books
CypherPro processes your transaction history and learns your chart of accounts. You can review initial categorizations and teach the AI your preferences with a click.
Review and refine
Check the AI's work. Adjust any categorizations you disagree with — the model adapts immediately. Set up custom rules for recurring transactions and split payments.
Hands-off automation
By the end of the account set up and review, the AI is fully calibrated to your business. New transactions are categorized automatically. You're spending minutes, not hours, on your books.
Ready to see it for yourself?
Start your 7-day free trial and have your books running on autopilot by this time next week.
Setup takes under 10 minutes.