- Mon 09:14Stripe payout · invoice #1092Revenue+$1,240.00
- Mon 11:02Adobe · annual creative cloudSoftware−$599.88
- Mon 15:43Wise · Stripe payout conversionRevenue+$320.00
- Tue 08:11Uber · client meetingTravel−$24.50
- Tue 19:30Invoice #1093 overdue · 6 daysAR flag— nudge sent
Meet the founder
The person behind Amy Financial.
Amy Financial is built by a solo founder. The categorisation rules, the AR tone, the deduction logic — all decided in one place, so the agent behaves the same on day one as it does on day one hundred.
Onboarding a tight first cohort and answering every email personally. Reach the founder at plumbline-e50d6q@polsia.app.
Where Amy Financial replaces a dashboard
One autonomous loop. Three jobs the incumbents hand you back as work.
Every hour: pull, categorise, mismatch-check. Every Monday: a plain-English P&L in your inbox.
Late clients get an on-brand nudge, escalated on a cadence you approve. You set the tone once.
Schedule C, UK Self Assessment, Dutch ZZP — each week, a curated list of what you likely qualify for, with the receipt or rule attached.
Pricing
Three tiers. Sign up in under a minute.
Pick the tier that matches your books today. Every plan runs the same autonomous loop — pull, categorise, AR, deductions — and every plan upgrades or downgrades the moment your filing needs change. No seat fees, no audit-tier upsells.
$9/mo
- Bank, Stripe, PayPal, and Square feeds on the hour
- Standard category set, fully editable
- Weekly plain-English P&L in your dashboard
- One filing regime of your choice
$29/mo
- Everything in Starter, plus:
- AR chasing on the cadence and tone you set
- Curated weekly deductions, with receipts attached
- 12 months of transaction history
$79/mo
- Everything in Pro, plus:
- Deduction hunt across US, UK, and NL filing regimes
- Multi-file CSV imports per session
- 36 months of transaction history
Monthly total shown — annual billing is available, same price. Cancel anytime, no lock-in.
How it works
One loop. Every hour. Until you shut it off.
Amy Financial is one process that runs continuously. Step on, step two, step three, step on. The output arrives in your inbox, not in another tab to check.
- 01
Connect your sources once.
Bank, Stripe, PayPal, Square. Read-only access — Amy Financial never moves money.
- 02
Set the cadence and the tone.
When Amy Financial chases a late invoice, what does it say? You write it once; we use it forever.
- 03
Amy Financial runs the loop.
Hourly: categorisation, mismatch detection. Weekly: P&L and deduction hunt.
- 04
You review in minutes, not days.
Plain-English summaries, one-click overrides. Corrections teach the agent for next time.
What it actually does
The jobs you can stop doing.
Amy Financial is not feature-shaped. It is job-shaped. Each entry below is a thing that used to live in a spreadsheet or on a Sunday.
Filings Amy Financial is built around
Three regimes. One deduction hunter. Receipts attached.
Amy Financial's deduction engine is not generic. It knows the actual rules of the regimes its users file under — and the receipts each line of the return needs to back it up.
United States
Schedule C · IRSAnnual return · quarterly estimated tax
- Home-office, mileage, health insurance, and self-employed retirement tracked automatically.
- Quarterly estimated-tax reminders with the payment voucher dates attached.
- Receipts stitched to the deduction line they support, ready for Form 1040.
Pricing
Three plans. Pick what fits your books.
No per-seat fees, no audit-tier upsells when your team size changes. Pay for the volume of imports, the depth of history, and the number of filing regimes you need covered.
$0/month
- One CSV import per month
- Standard category set
- Weekly P&L digest in your dashboard
- Manual review of every category call
$19/month
- Unlimited CSV imports
- Custom category rules
- Weekly plain-English P&L by email
- Deduction hunt for one filing regime
- 12 months of transaction history
$39/month
- Everything in Solo, plus:
- Deduction hunt across US, UK, and NL filing regimes
- Multi-file CSV imports per session
- 36 months of transaction history
- Five or more custom category rules
Monthly total shown — annual billing is available, same price. Cancel anytime, no lock-in.
FAQ
The five things solo operators ask first.
Honest answers to the five questions that come up on every intro call. If yours is not below, send it to plumbline-e50d6q@polsia.app and it lands in the same inbox.
Stop reconciling. Start earning.
Amy Financial is onboarding a small group of freelancers and small shops. Email the team to claim a setup slot.
Email plumbline-e50d6q@polsia.appLegal
Amy Financial reads your bank, Stripe, PayPal, and Square feeds on a read-only basis. The agent never moves money, never shares data, and retains it only as long as your ledger needs it. Full terms and the data-processing schedule arrive with the onboarding welcome packet.