Private bookkeeping app · one connection free
Private AI Accountant
Import and review personal and business finances in separate books, connect one Plaid institution free, or unlock up to 10 total connections for $29.95 one time.
What you need Apple Silicon Mac with macOS 13+; your own Plaid account is optional
Requires an Apple Silicon Mac running macOS 13 or newer. Manual imports, reports, and household handoffs remain free. Connected bank and credit-card feeds require your own Plaid developer account and are subject to Plaid availability, institution support, plan limits, and Plaid's separate terms. The app never includes another person's financial data or Plaid credentials.Product result
What it does
Create one Personal book and one Business book during the guided first-run setup, then name them for the person and company using the app.
Import common CSV, QBO, OFX, QFX, and supported statement PDF downloads while preserving stable source details for reconciliation.
Connect supported checking, savings, and credit-card accounts with Plaid when current account feeds and available balances are wanted.
Use one Plaid institution connection free across both books, or make one $29.95 lifetime purchase to unlock connections 2 through 10 with free app updates.
Review balances, activity, categories, recurring bills, and questions without sending bookkeeping data to GQ Bunny.
Choose Personal, Business, or both for a tamper-checked spouse handoff; omit a business book when it will be submitted separately.
Every download includes a numbered setup guide for the owner plus a ready-to-attach ChatGPT handoff file with safe operating, Plaid, license, and household-reconciliation instructions.
How it works
From download to your own books
Download the Apple-notarized Mac installer, open 1 - SETUP INSTRUCTIONS, then drag Private AI Accountant to Applications.
Enter the owner name, business name, and starting date; the app creates fresh, isolated books with no bundled transactions.
Import downloaded statements, or add your own Plaid credentials and connect bank and credit-card accounts when live feeds are preferred.
Keep the first Plaid institution connection free, or unlock up to 10 total connections across both books for $29.95 one time.
Use the dashboard and reports locally, then export only the Personal and/or Business books you intentionally choose for household reconciliation.