Keep your bookkeeping moving each month
Make time for new statements while the purchases are still familiar. Arkrel helps self-employed people in the US review merchants, organize transactions, and build the current year’s tax-ready report.
Autopilot is $49/month with a 14-day free trial.
Start free with one statement
Upload one statement, review it merchant by merchant, and see My year. No card needed.
Save the details as you go
Keep receipts and record the purpose of purchases close to when they happen. The IRS recommends recording expenses when they occur and generally recording transactions daily. IRS recordkeeping guidance.
Use your monthly session to bring the latest statements and purchase details together.
Follow a repeatable monthly routine
- Gather the available bank and credit card statements.
- Update your list of accounts and months collected.
- Review merchants and their categories.
- Keep purchase notes and receipts together.
- Open My year to see the accumulated activity.
- Review the current year’s tax-ready report and save the files you need.
Give new merchants and mixed-use purchases the context they need. A short note today can make the next review easier.
See the year take shape
Autopilot includes the current year’s tax report, with P&L, Schedule C totals, and likely deductions to review. Download a report PDF or accountant CSV when you want to work through the results with your accountant.
Choose the plan that fits your records
Autopilot is $49/month with a 14-day free trial.
For a year of records you want to catch up on, Catch-Up is $499 per tax year with a 30-day money-back guarantee.
Do I still review merchants?
Yes. You bring the business context to the purchases as you review their categories.
What does the free statement include?
One statement through upload, merchant-by-merchant review, and My year.