Small business owner overwhelmed by disorganized financial records across multiple businesses and bank accounts, with a mix of digital and paper invoicing, unable to effectively prepare for tax filing.

QuickBooks was adopted late and only for one business; the other business still relies on paper checks and invoices, leaving a fragmented financial record system. The CPA requires organized documents but offers no guidance on how to achieve that, leaving the user stuck.

Severity

4High

Willingness to Pay

implied

Added

May 6, 2026

Workarounds Described

uses QuickBooks inconsistently for one business
relies on paper checks and invoices for the other business
stores all documents unsorted until tax season

Implied Software Gaps

Centralized multi-business financial dashboard that integrates both QuickBooks and manual paper records
Automated document scanning and categorization for paper invoices and checks

App Concept

SortMyBooks Pro

SortMyBooks Pro is an all-in-one financial organization and bookkeeping assistant that helps small business owners aggregate data from multiple bank accounts, paper invoices, and QuickBooks into a single, tax-ready format. It features smart document scanning, auto-categorization, and guided workflows to prepare organized financial packages for CPAs, eliminating the scramble before tax season.

Key Features

Multi-account aggregation: Connect unlimited bank accounts and credit cards from various businesses.
Paper invoice scanner: Snap photos of checks and paper invoices; OCR extracts data and categorizes transactions.
Guided bookkeeping workflows: Step-by-step setup for each business with milestones and checklists.
CPA-ready export: Generate organized financial reports and categorized transaction logs directly shareable with tax professionals.

Target Users: Small business owners and freelancers with 1-3 businesses, multiple bank accounts, and a mix of digital and paper receipts who need to get tax-ready without hiring a full-time bookkeeper.

Revenue Model: $39/mo per business, or $69/mo for up to 3 businesses; annual plans offer 20% discount.

Existing Solutions Mentioned

QuickBooks

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