Less busywork. More business.
Connect your business bank and card accounts. UncleLess categorizes every transaction as it posts, so you always have one clear picture of your business. You only confirm the few it isn't sure about.
Get started free See how it worksCPAs: your clients arrive organized. See how it works for firms →
Business expenses hiding on your personal card.
UncleLess finds them — and keeps the rest private.
Logging into four banks to see one business.
One view of every account, always current.
Spending Sunday afternoons sorting expenses.
Sorted automatically the moment they post.
Handing your CPA a 12-month mystery.
Invite them in: clean, organized records — and nothing personal.
No manual data entry. No spreadsheets. No shoebox of receipts.
Connect your business (and personal, if mixed) bank and card accounts. UncleLess pulls your transaction history automatically.
Most transactions are categorized the moment they arrive — this is the core of how UncleLess works, not manual data entry.
A small number of transactions UncleLess isn't confident about land in your Daily Tally. Swipe each one business or personal in seconds.
See your total business expenses, category breakdown, and full transaction history any time — never limited by your plan.
Invite your CPA into UncleLess directly (free for them), or export a CSV — either way, already organized.
Stop typing. Start reviewing.
Upload a PDF statement, and UncleLess pre-categorizes the merchants it recognizes so you can review and confirm instead of typing from scratch.
A shoebox of statements every March.
Drop in the PDFs. Every line is read, dated, and filed in the right tax year.
Manual data entry.
Lines arrive pre-categorized from your past choices. Review, confirm, and you're done.
Clients' personal spending mixed into the books.
You see only what the client tagged as business. Personal never reaches you.
Rebuilding Schedule C from scratch for every client.
Totals mapped to Schedule C lines with your chart of accounts. You set every percentage.
Send an invite link, or show a QR code in your office. Clients can invite you too, and accepting is always free.
Every client in one place — app-connected and paper. When a client sends new records, you see what's new or changed since their last send.
Categorized lines, running totals, and receipts just one click away. Business transactions only.
You only see transactions your client tagged as business. Personal ones are never reachable, not just hidden.
Download any client's ledger as a CSV, free, or move straight to the Schedule C Workbook below.
See how it works for firms, step by step →
Viewing app-connected clients and CSV export are always free. Statement scanning and the Schedule C Workbook come with a CPA plan.
For clients who'll never link a bank: upload their PDF bank and card statements.
Available from any client's ledger, app-connected or paper, for the current or prior tax year.
UncleLess organizes your clients' records. You prepare and file, and nothing in UncleLess is tax advice.
Business Owners get a free trial through the end of their signup month. CPAs never pay to accept a client invite or view/download a client's records — a subscription is only needed for the Schedule C Workbook and batch statement-scanning.
Accepting a client invite, viewing their ledger, and downloading a CSV are always free. A subscription unlocks the Schedule C Workbook and batch statement-scanning.
All prices plus applicable sales tax.
The essentials — reach out any time for anything else.
Yes. Business Owners get a free trial through the end of their signup month — your first bill is the 1st of the following month, no matter which day you signed up. CPAs never pay to accept a client invite or view/download a client's records in the first place.
Yes — upgrade or downgrade between Basic and Pro at any time from your account settings. Switching keeps your intro pricing: the months you've already paid count toward the same 12.
On a monthly plan, your first 12 monthly payments are at the intro price; after that, the standard price shown on the card applies. On an annual plan, a year bought within your first 12 months is at the intro price; after that, the standard annual price applies.
Business Owners on Basic can upgrade to Pro for unlimited linked institutions. CPAs who use up their statement scans can buy a one-time statement bundle top-up, wait for the allowance to reset (the 1st of each month on a monthly plan; annual plans get the whole year's scans up front), or upgrade to Pro for a higher allowance.
No. Accepting a client invite, viewing their categorized ledger, and downloading a CSV are always free. A CPA subscription is only required for the Schedule C Workbook and batch statement-scanning.
One-time top-ups for CPAs who need extra scans beyond their plan's allowance — available in 20-, 50- and 100-scan packs. Bundle scans never expire, and bundles are available with an active CPA plan.
Only statement-upload clients (the ones whose statements you scan). App-connected clients are unlimited on every plan. If you reach the limit, archive a client you no longer work with to free the spot, or move to Pro for unlimited statement-upload clients.
Ohio sales tax is added at checkout where it applies.
Use it right in your browser today — no install required.