Autopilot bookkeeping
for one-person businesses

Monty securely connects to your bank accounts, scans your transactions, categorizes expenses, and highlights tax deductions you might otherwise miss. It then shows real-time quarterly tax estimates so you always know what you owe.

Monty is designed for people running one-person businesses. That includes consultants, fractional executives, realtors, architects, freelancers, creators, and other independent professionals who manage their own income and expenses. Most Monty users file as a Schedule C sole proprietor or an S-Corp, but the common thread is simple: you run the business yourself and want bookkeeping and tax deductions handled automatically.

QuickBooks and traditional bookkeeping tools require you (or a bookkeeper) to manually review and categorize transactions. Monty automatically scans your accounts, categorizes expenses, and highlights potential tax deductions you might otherwise miss. It also shows real-time quarterly tax estimates so you always know what you owe. In short: traditional bookkeeping tools help you keep records. Monty helps make sure you don’t overpay in taxes.

Many independent professionals miss thousands of dollars in deductions each year. Monty scans both business and personal accounts to identify legitimate expenses you may have overlooked.

No. Monty works even if your business and personal expenses are mixed together. It scans all your transactions and identifies legitimate business deductions automatically.

Yes. Monty uses bank-level encryption and read-only connections to securely access your financial data. Your login credentials are never stored, and Monty cannot move money or make transactions on your behalf.

Most users connect their accounts and see their deductions in under 10 minutes.