Platy OS

Bookkeeping

Books that build themselves out of your bank feed.

Connect the account the business actually runs on and the books assemble from what moved through it: a profit and loss, a balance sheet, a cash forecast, and an export your CPA can open without asking you three questions about it.

$297/month, per company, unlimited users, no per-seat pricing. Month to month. Cancel anytime. No setup fee.

Books, from the bank feed
The real software as you can get it today. The demo company is fictitious and the figures are theirs.

The real software, recorded against a demo landscaping company. Every figure on screen is theirs and the company is fictitious.

Nobody in this trade does bookkeeping in the evening.

They intend to. The honest version is that receipts go in the truck door, the bank app gets checked when something feels tight, and the real accounting happens once a year under time pressure, from a pile, by somebody who was not there when the money was spent.

The result is not usually a tax problem. It is that the owner runs the whole year without knowing which months made money, and finds out in April, when nothing can be done about any of it.

The bank feed already knows what happened.

Every dollar that came in and went out is already recorded, in order, by your bank. Platy reads that feed and builds the books from it, so the starting point is what actually moved rather than what somebody remembered to write down.

What you get is a profit and loss you can open on a Tuesday, a balance sheet, and a cash forecast that is built from your own history rather than from a number you typed into a projection once and never revisited.

Your CPA gets an export, not a shoebox.

At the end of the year the thing your accountant wants is clean, categorised data in a format they can work with. Platy produces that export directly, which changes the January conversation from reconstruction to review.

Platy is a bookkeeping tool and not tax, accounting or legal advice. It does not replace your CPA, and on any number that matters your CPA is still the final word. What it replaces is the part of their job you were paying for because nobody else had done it.

And the jobs feed the books on their own.

Because the invoice, the payment and the job are the same system, the money side is not a separate world that has to be reconciled against the operations side. An invoice that was paid is a transaction in the books without anybody exporting anything.

Job costing works for the jobs where you have captured the costs. That is a real qualification and not a modest one: what you get out of it is exactly as complete as what went into it.

What the books give you.

Shipped, and recorded above against a demo company.

  • A profit and loss built from your bank feed
  • A balance sheet
  • A cash forecast from your own history
  • A clean export for your CPA
  • The transactions behind any number on the report
  • Invoices and payments landing in the books without re-entry

Questions owners ask

Does this replace my accountant?
No, and it is not tax, accounting or legal advice. It does the bookkeeping your accountant was charging you to reconstruct, and hands them a clean export. Reviewing it and signing off on it is still their job.
How does it know what a transaction was for?
It builds from the bank feed and proposes a category, showing you how sure it is rather than posting silently. You can open any number on a report to see the actual transactions behind it, so the reports are not a black box you have to take on faith.
Do I still need QuickBooks?
Platy produces the profit and loss, the balance sheet, the cash forecast and the CPA export itself. Whether you keep another ledger alongside it is between you and your accountant, and that is not our call to make.
Can it tell me what a job made?
For the jobs where you have captured the costs, yes. That qualification is real: it can only account for what you put in, so a job whose material and labour costs were never entered will not produce a true margin.
What happens in the winter, when the money stops?
The cash forecast is built from your own history, so a seasonal business sees its own season rather than a flat twelve-month line. It is a forecast and not a guarantee, and it gets better the more history it has.

Connect the account the business runs on.

The books start building from what is already there. You will see the shape of your own year before you have entered a single thing by hand.