TransactionFlow turns raw bank statements into clean, categorized, audit-ready books — so solo and small accounting firms can stop drowning in reconciliation and start scaling. Designed by a practicing Enrolled Agent, not a generalist AI wrapper.
Most AI bookkeeping tools are built by engineers guessing at accounting. We built TransactionFlow the other way around — by an accountant who learned to code, for the accountants drowning in the work.— Peter Nalepa, EA · Founder, PioLogix
PDFs, CSVs, scanned paper, multi-account bundles. TransactionFlow parses them all into a clean, structured transaction ledger — no manual re-typing, no template wrangling.
Our categorization engine knows which choices raise IRS flags and which hold up under review. Built by a practitioner who actually defends returns for a living.
Automated matching across accounts, memo parsing, duplicate detection, transfer recognition. The stuff that eats entire weekends at month-end — handled in the background.
Every questionable categorization is flagged, not guessed. A three-checkpoint review model keeps the accountant firmly in the driver's seat — Circular 230 compliant from the start.
Exports to QuickBooks Online, flat files, or tax software. Clean trial balance, annotated transactions, ready-to-file foundation. No Friday-night panic cleanup.
We operate under a Written Information Security Plan compliant with the FTC Safeguards Rule and IRS requirements — including a documented AI tools disclosure policy. Client data is handled the way a tax practitioner is required to handle it.
Drop in bank statements for any number of accounts. PDFs, CSVs, scans — all ingested automatically.
Transactions are parsed, classified, and mapped to your chart of accounts using a practitioner-trained engine.
Flagged items surface in a guided review UI. Approve, correct, or reassign in seconds — not hours.
Reconciled, audit-ready books exported to your existing workflow. Month-end becomes a Tuesday.
Peter Nalepa is a federally-licensed Enrolled Agent, founder of PTN Accounting LLC (est. 2018), and co-founder of PioLogix alongside his wife Tykisha Grant. He holds an MS in Business Analytics from Florida Atlantic University and has spent his career inside the exact pain TransactionFlow solves.
PioLogix isn't a team of engineers guessing at accounting. It's an accounting practice that learned to build software — and is now shipping the tools the profession actually needs.
TransactionFlow is in private beta. If you run a solo or small accounting firm and you're ready to stop doing reconciliation by hand, we want to talk.
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