Ask once.
AI does the rest.
Type or talk. Kept AI answers from your own numbers, does the work when you ask, and nothing changes until you say yes.
Answers from your own books
Ask who owes you, what you spent or how this month compares. Kept AI does the math on your real numbers and shows you where they came from.
- Simple English explanations of your numbers
- See who owes you and how late
- Compare this month to last month
- Find any transaction in seconds
- On every plan
You ask, it's done when you say yes
AI handles tasks for you on the go.
- Send an invoice
- Send a reminder
- Create an estimate
- Create a project
- Schedule reports
- Send your CPA your tax documents
See your next move before you make it
Ask in plain words. Canvas builds a chart, a 12 month plan or a what-if from your own books, and your real numbers never change.
Ask a what-if, get the picture
Example. Your answer comes from your books.
Think out loud about your next move
Open Canvas and ask the big questions. Growing, hiring or taking a loan, Kept builds a picture from your own numbers so you can decide.
Example. Your answer comes from your books.
Your next 12 months, from your books
Past months are your real numbers. Coming months are projected from them. Change any number or add a line, like a new hire, and the plan updates.
- Seasonality and a tax rate built in
- A cash plan for when customers pay and when you pay bills
The numbers come from your books
Kept fills in your starting cash, what customers owe you, the bills you owe and your tax estimate. Each one says where it came from, and you can change any of them.
Put two plans side by side
Compare two plans and see the difference in cash. Save a plan by name, download it as a PDF or Excel file, or email it from Canvas.
Show it the way you like
Open Design and pick the chart type, the look and the colors. The chart changes, your numbers stay the same.
Built to help you decide
You see the plan first
In Plan mode, Kept writes out what it will build and starts only when you tap Approve.
Loan math built in
See the monthly payment and how much goes to interest each month.
Pick the chart look
Switch between bar, line, area, pie and more in one tap.
Use Kept AI inside ChatGPT and Claude
Ask, invoice and check your numbers from the chat you already use.
Questions people ask
Will Kept AI change things on its own?
No. It shows you what it will do, and nothing changes until you say yes.
What's the difference between Starter and Pro?
On Starter, Kept AI answers questions about your books. On Pro it also takes actions and runs Canvas what-ifs.
Where do the answers come from?
From your own books, and Kept shows the transactions behind a number so you can check it.
What if I use up my AI for the day?
It resets the next day, or you can add usage credit from your settings.
Does Canvas change my books?
No. What-ifs and projections are a separate plan. Your real numbers stay as they are.
Where do the numbers come from?
From your books. Starting cash, what customers owe, bills and your tax estimate are filled in for you, and you can change any of them.
Can I share what I build?
Yes. Download it as a PDF or Excel file, or email it from Canvas.
Is there a limit?
Canvas has a monthly AI allowance on Pro. If you use it up, you can add more.
Your books, kept. Starting today.
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