Modern Accounting

Zero Compromise

Automated categorization frees you to focus on business strategy and clients, not spreadsheets.

I’m Ready

Innovation with Integrity

Powered by modern technology, but firmly rooted in time-tested accounting principles.

We don’t replace traditional methods – we enhance them, ensuring compliance, clarity, and confidence.

Efficiency Meets Accuracy

Save hours on repetitive bookkeeping tasks with Adroitie’s proprietary smart categorization engine.

Our system learns from patterns and context, instantly sorting transactions with multi-layered precision so accountants can focus on higher-value work.

Designed for Accountants, Trusted by Businesses

Built with accountants in mind, not against them.

Empower your practice to scale, serve more clients, and reclaim valuable time, all while maintaining professional-grade accuracy.

FAQs

What is BookBuilder and who is designed it for?

BookBuilder is an intelligent accounting platform that automates transaction categorization and bookkeeping while staying true to traditional accounting principles. It’s built for built accountants, bookkeepers, and small-to-medium businesses who want to reduce manual work, improve accuracy, and streamline their financial workflows. We are also working closely with fund managers to bring this powerful software to fund management firms for profit loss reporting.

Unlike generic accounting software, BookBuilder leverages modern technology such as Plaid integration and multi-layered categorization algorithms to make bookkeeping faster and smarter, without sacrificing control or reliability.

How does the automatic categorization work, and can I make changes?

Our proprietary categorization engine uses multiple layers of logic, recurring-transaction recognition, and custom mapping to classify entries quickly and accurately. The goal is to eliminate repetitive manual work while ensuring transactions land in the right place. At the same time, you remain in complete control — you can override or adjust categorizations at any time. BookBuilder provides the automation, but you always make the final call.

How secure is my financial data and where is it stored?

Your data security is our top priority. All user credentials are protected with bcrypt hashing, network traffic is encrypted with TLS, and server copies are encrypted at rest with strict access controls. Data is stored exclusively in the United States and is never sold or shared without your consent. You remain the owner of your data, and we minimize retention by keeping only what is necessary to deliver and improve the service.

How do I get started?

Getting started is simple: create an account, download our program, create your first client, connect your bank through Plaid or upload statements, and Adroitie will begin categorizing your transactions. You’ll be able to manage multiple clients or businesses through a single dashboard. We are also offering a discount during the public beta so you can explore the platform at a discounted rate before committing to a full subscription on launch. If you have any questions feel free to contact the team at support@adroitie.com.