“Where do I start?”
Talk through the setup, understand which records you need, and find a manageable first step.
Introducing Nellby
Your finances.
Finally understood.
Meet the vision for AI-native bookkeeping. Nellby connects your purchase details and confirmed business context to a conversation—answering your questions and guiding your next step, wherever you are in the work.
Your financial workspaceProduct preview
SStudio workspaceBusiness overview
OverviewReview2BooksReportsDocuments
Clarity in every step.You stay in control.
YOUR OVERVIEW
A little more clarity.
Here’s where your business stands.
Total account balance$18,420.00 2 accounts · Aug 31
Net income$6,240.00Income less expenses
To review02purchasesA little context needed
Money in. Money out.
Your month, in perspective.
IncomeExpenses
Let’s connect the details.
Select a purchase to explore it with Nellby.
Know where you stand.
Understand how you got there.
Your bank sees a merchant and a total. You need to know what you bought, why it matters, and what comes next. That’s the connection Nellby is being built to make.
Beyond the merchant name
“Amazon, $184.”
That’s where the story starts.
The monitor. The office supplies. The personal item. Useful bookkeeping starts with the detail inside the purchase.
- 01The charge
- 02The detail
- 03Your context
- 04The next step
01 / 04Interactive product preview
A total tells you
only so much.
A monitor, printer paper, and household supplies. Three different purchases, hidden behind one merchant name.
Four steps. One clearer picture.
Source evidence → your context → a proposal for review.
Illustrative data and scripted guidance. Item detail depends on supported records and eligible connections; coverage is being qualified. This preview does not connect an account, save a financial decision, or post an entry.
Intelligence with context
AI is how Nellby
knows your world.
We’re designing the entire bookkeeping experience around a conversational financial guide. Nellby brings together what you bought, what you’ve confirmed about your business, and the questions you need answered along the way.
01
Understands the source
Starts with the purchase record, charge, and available evidence.
02
Recognizes your patterns
Uses relevant business context and decisions you have confirmed.
03
Talks through the next step
Answers your questions, explains its reasoning, and asks for context when something is missing.
A conversation at every step
Ask Nellby.
Keep moving.
Nellby is being built to answer your questions in plain language and guide you wherever you are in the work—from your first connection to purchase reviews, books, and reports. Ask a follow-up. Share what’s changed. Work through the next step together.
“Why this suggestion?”
Explore the purchase detail, ask what a category means, and work through the business context together.
“What changed this month?”
Ask about a report, trace an amount to its available records, and understand what needs another look.
Your context belongs in the conversation.
The intended experience brings the task you’re working on, available records, and business context you’ve confirmed into the conversation. Nellby should explain the reasoning, ask when something is missing, and make the next step easier to understand. You stay in control of decisions and approvals.
Clarity that carries forward
One connected story.
Even when the details change.
Nellby’s vision connects the original evidence to the decision, the books, and the work that needs another look.
See the source.
Keep the original record connected, so you can check what a number is based on.
Understand the decision.
See the business context and reason behind a suggestion before you approve it.
Follow what changes.
When a refund or correction arrives, see which related work needs attention.
Why choose Nellby?
Your numbers deserve
more understanding.
Our focus is the connection between purchase evidence, your business habits, and the next useful decision.
Nellby and QuickBooks: a thoughtful comparisonA more connected financial picture
The details live in different places.
Your clarity shouldn’t.
01Planned
Plaid
Your banking foundation.
Planned bank connections for transactions, with statement support qualified separately.
02Planned
Amazon
What’s inside the order.
Item-level purchase detail from supported records and eligible connections.
03Planned
Apple
What’s behind the charge.
Receipt and invoice detail to help distinguish software, storage, and personal purchases.
Confidence, by design
More understanding.
Always your say.
The product we’re building should make the evidence clearer and your decisions easier to understand.
The source stays in sight.
A purchase record should stay connected to the charge and the proposal, so you can see where the detail came from.
Explore purchase evidenceA question beats a guess.
When a purchase needs context, Nellby’s role is to ask. A familiar pattern informs the conversation; your circumstances give it meaning.
Meet your financial guideAccess has a clear purpose.
Connections are being qualified source by source. The intended workflow keeps suggestions, your approval, and posted entries as distinct steps.
Understand planned connectionsProduct principles for Nellby’s development. Explore the current availability and preview boundaries.
A few useful answers
Clarity starts
with the questions.
Financial clarity. By your side.
A better relationship
with your numbers.
Nellby is taking shape around one belief: you deserve to understand your finances.
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