KeepsheetKnow where your money is.
Connect your bank and cards, add your Shopify orders from a CSV, and see cash, profit and spending in one place. No spreadsheets.
Bank and card connection through Plaid, or CSV exports. Shopify orders are a CSV you upload. Free during early access.
Cash balance
Top spending categories
Your money lives in five places. Your answers shouldn't.
Checking and cards each tell part of the story, and an orders export adds another. Piecing it together takes hours, so the real numbers usually wait until tax time.
From sign-up to answers in about a minute.
Create an account
Just an email and a password. No waiting for approval.
Connect your bank and cards
Sign in on your bank's own screen through Plaid. Transactions flow in and sort with rules you can correct. Add Shopify by uploading an orders CSV. Keepsheet doesn't connect to Shopify directly.
See the full picture
Cash, profit and spending in one dashboard, plus a monthly summary you can export.
Everything you need to see clearly. Nothing you don't.
Unified cash view
Checking and credit cards in one place, so you know what you actually have. Upload a Shopify orders CSV if you want order totals beside them.
Smart categories
Transactions are sorted automatically. Fix one and Keepsheet remembers the rule next time. Flag personal charges to keep them out of the books.
Profit and cash
Revenue, spending and profit side by side, with your cash balance over time. Categories come from rules you can edit.
Monthly summary
A clean month-by-month report you can print or export to CSV for your accountant.
Your numbers stay yours.
Keepsheet is simple by design. Here's exactly what it does, and what it doesn't.
- Your dashboard and data sit behind a password login.
- Read-only: Keepsheet reads transactions. It can't move money.
- Keepsheet never sees your bank password. You sign in on your bank's own screen through Plaid.
- Bank access tokens are encrypted at rest. Disconnect anytime and the token is deleted.
- Served over HTTPS, with no ad trackers. The only third-party script is Plaid's, on the connect page.
- Read the privacy policy
For people who run the business, not the books.
Online sellers, shop owners and founders who want a straight answer about their money without learning accounting software.
Keepsheet is in early access. Pricing isn't final yet.
Know where your money is.
Create an account, connect your bank, see the whole picture.