Morning Muddy Paws Finance

USD - $

Connect your bank accounts and Stripe, and Winston keeps the books: every transaction sorted, charted, and checked for tax savings. Read-only: Winston can see your money but can never move it. All amounts in US dollars.

Get started in 3 steps

Connect your bank or credit card

You sign in to your bank in a secure Plaid window. Your password goes to your bank, not to us.

First add your Plaid keys (client ID and secret) in Settings > Integrations under Banking. You get them free at plaid.com.

Add Stripe

Brings in your sales, refunds and Stripe fees.

Stripe will ask a few questions, then bring you back. Then press Add Stripe here.

Or upload a bank statement

No Plaid yet? In your bank's website, download your transactions as a CSV file and drop it here.

1. Choose the CSV file from your bank

2. Which account is it?

This is a credit card file where purchases show as positive numbers (tick this if spending shows up as income).

Tax write-offs and savings

Winston reads your books and looks for deductions you're already paying for and strategies you might be missing.

Connect an account or upload a statement first, so Winston has numbers to work from.

These are ideas from Winston, not tax advice. Tax rules depend on your situation and change every year, so confirm every write-off and strategy with a CPA or tax professional before you file.