AI bookkeeping assistant for freelancers

The data is all there — every transaction, every category, every client, every month — but the question you actually want to ask doesn’t fit any of the buttons in the UI. So you either spend twenty minutes building a filter, or you don’t ask.

RevTrackr’s AI assistant is built for that. Ask in plain English, get a real answer grounded in your actual data — not a generic web search.

What people actually ask it

• “What did I spend on software subscriptions last year?”
• “Which clients have unpaid invoices over 30 days old?”
• “Is my consulting business more profitable than my design work?”
• “Show me anything unusual in my expenses this quarter.”
• “How much should I set aside from this $8,400 deposit for tax?”
• “Summarize my month so I can send it to my accountant.”

It only sees your data, not the world

The assistant is grounded in your books. It doesn’t hallucinate numbers, it doesn’t make up clients you don’t have, and it doesn’t pull in random web content. Every answer cites the specific transactions or aggregations it’s based on, so you can drill in.

Built for the questions that don’t fit a dashboard

Dashboards are great for the questions you knew you’d ask. AI is good for the questions you didn’t know you’d ask until you needed to. “Which of my recurring expenses could I cut without affecting revenue?” isn’t a button — but the answer is sitting in your data.

Anomaly surfacing, unprompted

The assistant also flags things proactively. If a vendor charge doubled, if you have an unusually high expense category this month, if a recurring transaction didn’t run on schedule — it’ll say so without being asked. The kind of attention to detail you wouldn’t catch on your own without sitting down with the books.

Plain-language month-end summaries

At the end of every month, get a written summary of the business in plain English: revenue, biggest expense categories, notable changes, things to watch. Useful for your own awareness and useful as a forward to your accountant or business partner.

Privacy by default

Your data is yours. Conversations and your transaction data are not used to train models. The assistant runs against your business data, returns the answer, and that’s the end of it. See our Privacy Policy for the full picture.