Features About Dana Pricing FAQ Contact Start Free — 14 Days →

Do your own books.
No experience
needed.

Clasifi is the DIY bookkeeping app built by an accountant, specifically for Schedule C filers (small business owners, freelancers, independent contractors, side hustlers, and anyone who gets a 1099). Upload your bank statement, let AI handle the rest, and have tax-ready books in minutes. Doing what a bookkeeper charges $200+ a month to do. Prefer to keep your data 100% private? Our CSV-only plan never touches an AI server.

Powerful enough to satisfy a CPA.
Simple enough for everyone else.

No credit card required

Tax-ready books in minutes
Save $200+/month vs. a bookkeeper
No bank linking required
Clasifi — December 2025
Total Income
$16,760
Net Profit
$9,842
CLIENT PAYMENT — INV 1089
Business Income
+$3,500
ADOBE CREATIVE CLOUD
Software & Subscriptions
−$54.99
FACEBOOK ADS
Advertising
−$320.00
CHASE LOAN PAYMENT
Loan Payments
−$850.00
AI categorized 27 transactions in 14 seconds
Dana Sebren
Dana Sebren
Founder & Practicing Accountant
B.S. Accounting — UL Lafayette
Internal Auditing — LSU
Deloitte Alumni
10+ Years Public Accounting
Active International Bookkeeping Practice — $100K–$15M clients
Built Clasifi for her own clients
Meet Dana →
The Problem

Every bookkeeping tool was built for someone else.

Some tools are built for accountants. Others are built for businesses with complex accounting needs. None of them were built for the 27 million self-employed Americans who file a Schedule C (small business owners, self-employed, independent contractors, side hustlers, freelancers, anyone who gets a 1099) and can't justify hiring a bookkeeper, but still need their books done right.

01
Manual categorization that takes time you don't have Most tools import your transactions but you still have to spend time every month categorizing them. Clasifi solves this in minutes!
02
Designed for accountants, not for you Most bookkeeping tools were built with accountants in mind: complex workflows, accounting jargon, and a learning curve that assumes you already know what a journal entry is. Clasifi was built for simplicity from day one.
03
Built by tech founders, not accountants The people building these tools have never worked with a self-employed client. They don't know what your tax preparer actually needs.
27M
Self-employed Americans file taxes each year (freelancers, side hustlers, self-employed, and more)
$2,600+
Average annual bookkeeping cost
$29
Starting at $29/month, cancel anytime
What You Get

Everything you actually need to keep clean books.

No bloat. No features you'll never use. Just clean, accurate books that your tax preparer will love.

Done in minutes. From day one.
Upload your bank statement and Clasifi handles the rest. Pro and Premium users get instant AI categorization on every import. Lite users, on average, spend about 15 minutes in month one training the system. After that, most users are done in under 2 minutes a month.
Keep more of what you earn.
The average bookkeeper charges $200+ a month. Clasifi starts at $29. Same clean, tax-ready books. You just do it yourself in minutes.
Zero experience needed.
Clasifi was built for people who have never done their own books. No accounting background required. If you can upload a file, you can use Clasifi.
Automated Categorization
Upload your CSV or PDF bank statement. Clasifi automatically categorizes every transaction using all the right tax categories for your Schedule C return. In seconds, not hours.
Weekly Office Hours
Pro and Premium members get live weekly sessions with Dana, a practicing accountant with 18+ years of experience. Bring your actual bookkeeping questions and get real answers from the person who built the system.
P&L + Cash Flow
Monthly and annual profit & loss statements, cash flow reports, and transaction detail, formatted exactly how your tax preparer wants them.
Your Data Stays Yours
Clasifi never stores your financial data on our servers. Pro users process data through Anthropic's API, which also never stores or trains on your data. Lite users keep everything 100% local. We never see it, never store it, never train AI models on it.
Year-End Package
A complete year-end export with built-in notes for your tax preparer. Walk into tax season completely prepared.
Expert Community
Pro and Premium members get access to our community: live sessions with Dana plus guest experts including CPAs, business funding specialists, and more. The kind of access most self-employed people never have.
Your Data

Your books. Your rules.

Not everyone wants AI touching their books. Not everyone wants bank linking. We built three plans because we believe you should be in control of exactly how much technology is involved, and how much privacy you keep.

  • Your data syncs to your own Google Drive, a folder only you control.
  • Clasifi never stores your financial data on our servers. Ever.
  • Lite users: everything stays 100% local. No AI, no external servers, ever.
  • Pro users: AI categorization runs through Anthropic's API, which does not store or train on your data.
  • Manual download always available. No lock-in, no hostage data.
Clasifi Lite 100% Local
CSV import only. Your transactions never leave your device. No AI servers, no external connections. Maximum privacy for users who want full control.
Clasifi Pro AI-Assisted
Adds AI categorization and PDF import via Anthropic's API. Anthropic does not store or train on your financial data. Your books stay yours.
Clasifi Premium Fully Automated
Adds optional bank linking via Plaid for automatic transaction syncing. You choose whether to connect. It's never required. Everything else stays the same.
Dana Sebren
Deloitte Alumni
B.S. Accounting
Since 2007
Global Clients
CPA Firm Experience
QB Pro Advisor
The Accountant Behind Clasifi

Built by someone who has done this work for 18 years.

"I built Clasifi because I kept watching my clients struggle with tools that weren't built for them. Every other product was made by a tech founder who hired accountants. I am the accountant."

Dana Sebren, Founder of Clasifi

Dana didn't just study accounting. She started doing bookkeeping work while still in college, earning her Bachelor's degree in Accounting from the University of Louisiana at Lafayette with advanced coursework in Internal Auditing from LSU. After graduating, she went straight to Deloitte, one of the world's Big Four accounting firms, where she audited the books of Fortune 500 companies on an international stage.

That experience gave Dana a rare perspective: she's seen what world-class financial reporting looks like at the highest level. After Deloitte, she spent several years inside a CPA firm doing tax work, which means she doesn't just know bookkeeping. She knows exactly what tax preparers need from your books.

Dana then co-founded her first business, an independent insurance agency built from scratch and sold for seven figures, which means she has lived the self-employed life herself. She knows the stress, the confusion, and the cost of keeping books as a self-employed business owner.

Today she actively runs The Bookkeeping HQ, serving clients from San Diego to Europe with businesses ranging from $100K to $15 million in annual revenue. Clasifi is not a side project. It's the tool she built because her own clients needed it.

2003
University of Louisiana at Lafayette B.S. Accounting. Started doing bookkeeping professionally while still in college.
2007
Deloitte, Big Four International auditing of Fortune 500 companies. Advanced coursework at LSU in Internal Auditing.
~2011
Public Accounting, CPA Firm 4–5 years of tax preparation work. Learned exactly what tax preparers need from a set of books.
2014
Independent Insurance Agency, Co-Founder Built an independent insurance agency from scratch. Sold for seven figures. Lived the self-employed life firsthand.
Today
The Bookkeeping HQ + Clasifi Active bookkeeping practice with clients worldwide. $100K–$15M in client revenue. Clasifi is the tool she built for you.
Our Story

The anti-QuickBooks.
Built by accident.

Dana has spent 18+ years in accounting. She's worked at Deloitte, inside CPA firms, and built her own bookkeeping practice serving business owners from coast to coast. Along the way, she kept having the same conversation over and over, with business owners who needed help with their books but didn't need a full-time bookkeeper.

Some hired her. Many didn't. Not because they couldn't find someone good, but because hiring a professional bookkeeper for a one-person business just didn't make sense. They needed something in between: more than a spreadsheet, less than an accountant on retainer.

When AI started changing everything, Dana didn't just see a threat to her business. She saw the solution she'd been waiting for. She knew exactly what the output needed to look like: tax-ready books, clean categories, a year-end package CPAs would actually appreciate. She just needed a way to build it.

"I knew what good books looked like. I needed to build something that got anyone there, even someone who wants nothing to do with accounting."

Dana Sebren, Founder

So she partnered with her husband to build it. He brought one critical perspective to the table: he hates accounting. Doesn't want to think about it, doesn't want to learn it, just wants it done. That tension between Dana's 18 years of accounting expertise and someone who would rather do anything else is exactly what shaped Clasifi into what it is.

Every feature had to pass two tests. Dana's test: is this actually correct? Her husband's test: would a normal person actually use this? If it failed either one, it got rebuilt.

The result is a bookkeeping tool that functions the way accounting software should, but feels nothing like accounting software. No jargon. No 47-step setup. No calling your CPA to ask what a "chart of accounts" is.

Powerful enough to satisfy a CPA. Simple enough for everyone else. That's Clasifi.

The Honest Comparison

Hire Dana. Or use what she built.

The same accounting expertise. A very different price tag.

Hire Dana Directly
Full-service bookkeeping by The Bookkeeping HQ
$150–$2,500 / month
Use Clasifi
Built by Dana. Runs itself.
$29 / month
Who does the work
Dana does it for youFull-service, you hand it off completely
AI does it for youUpload your statement, categories are done in seconds
Best for
Complex businessesMultiple revenue streams, employees, inventory, high transaction volume
Freelancers, side hustlers, contractors, small business ownersAnyone who gets a 1099 and needs clean books at tax time
Catchup / cleanup
$2,000 minimum12-month catchup project
Import and goCSV or PDF, catch up on a full year in an afternoon
Tax readiness
CPA-ready booksDana delivers exactly what your tax preparer needs
CPA-ready booksYear-end package built to the same standard, because Dana designed it
Accounting expertise behind it
18+ years, Deloitte alumni, CPA firm experience
18+ years, Deloitte alumni, CPA firm experience
Pricing

Choose your level of involvement.

Start simple. Add AI when you're ready. Every plan includes a 14-day free trial.

Lite
$ 29
per month · cancel anytime
100% private. No AI, no external servers. Your data never leaves your device.
  • All Schedule C categories
  • CSV bank statement import
  • Rule-based auto-categorization
  • Up to 3 accounts
  • P&L, Cash Flow & Transaction reports
  • Month-to-month comparison
  • Annual budget tracking
  • Year-end CPA package
  • Personal funds tracking
  • Google Drive sync
  • Basic training access
Start Free — 14 Days →

No credit card required

Premium
$ 49
per month · cancel anytime
Fully automated. Connect your bank and let Clasifi do everything.
  • Bank linking via Plaid
  • Automatic transaction sync
  • Simple invoicing
  • Unlimited accounts
Start Free — 14 Days →

No credit card required

Cancel anytime. No contracts.
Questions

Frequently asked.

Clasifi works by importing your transactions via CSV or PDF. Simply download your bank statement from your bank's website and import it into Clasifi in seconds. No bank credentials, no direct connection to your accounts required. Bank linking is available in Clasifi Premium for users who want fully automatic transaction syncing.
Your financial data is stored locally on your device using your browser's built-in storage. Clasifi never uploads your transactions or financial records to our servers. Your books stay on your computer, period. We strongly recommend using Clasifi's built-in backup feature regularly to save a copy of your data to your own device. Google Drive backup integration is coming soon. For more details on how we protect your data, visit our Security page.
Clasifi was built with one person in mind: Dana's husband Fred. No accounting background, no bookkeeping experience, no patience for complicated software. If Fred can do a full year of books without any help, so can you. If you can download a file from your bank's website, you can use Clasifi. The AI handles the categorization, the reports generate automatically, and the system gets smarter the more you use it. Not ready for AI? Clasifi's standard version learns your spending patterns over time and becomes faster and more accurate every single month. No AI required.
No, and it's not designed to. Clasifi keeps your books clean and organized all year so that when you hand them to your tax preparer, the job is easy and accurate. We even generate a built-in "Notes for Your Tax Preparer" document with important flags like meal deductions and loan interest. Think of Clasifi as the bridge between your daily transactions and your annual tax return.
No problem. Clasifi supports multiple accounts: checking, savings, credit cards, PayPal, whatever you use for your business. Upload separate statements for each account and Clasifi combines everything into one clean set of reports. You can filter by account at any time. Account limits vary by plan: Clasifi Lite supports up to 3 accounts, Clasifi Pro up to 10 accounts, and Clasifi Premium supports unlimited accounts.
Once a week, Dana hosts a live session open to all Pro and Premium Clasifi subscribers where you can ask real bookkeeping questions and get real answers from a practicing accountant. Not a chatbot. Not a support rep. Dana, the same person who built this tool and has been doing bookkeeping professionally since 2007. Beyond weekly office hours, Dana regularly brings in CPAs, business lending specialists, and other experts so you get access to the kind of professional network most small business owners never have. This is a real community built around helping you succeed, not just a software subscription.
Yes. Always. No contracts, no cancellation fees, no tricks. We built the cancellation process to be just as easy to find as the signup button, because we believe if we're not delivering value, you shouldn't be paying us. No buried settings, no "call us to cancel," no guilt trip emails. Just a simple button in your account settings and you're done. Your data stays on your device even after you cancel. It's yours. It always was. That's our promise.
Get Started

Clean books.
Finally.

The only bookkeeping tool built specifically for Schedule C filers (small business owners, freelancers, independent contractors, side hustlers, and anyone who gets a 1099) by a real accountant. Try it free for 14 days.

No credit card required · Cancel anytime · Built by a real accountant