An illustrated gorilla wearing glasses, a white shirt, and a tie, working on a laptop with checkmarks and a checklist icon in the background.

Modern, audit-ready bookkeeping for pros who won’t settle for slow, error-prone write-ups. Hedgi delivers real-time OBBB tax optimization, bulletproof audit trails, and pre-filled tax return drafts — powered by agentic AI that actually works.

📊 The Hedgi Accountant Workflow

[Client Bank / Card Feeds]
           ↓
  Hedgi Rules & Plaid Mapping
           ↓
 AI Categorization & Web Search
           ↓
 Agentic Mode (Auto-post clear deductions)
           ↓
 Accountant Review & Adjustments
           ↓
 Audit-Ready Ledger with Proof
           ↓
 Pre-Filled Tax Return Drafts (P&L → PDF)
           ↓
 Client Review & E-Sign

Transactions flow from bank feed → categorized ledger → ready-to-file tax package without the copy-paste grind.

Agentic Journal Entries

Generate per-transaction, IRS-compliant journal entries in seconds:

  • Auto-documented reasoning and audit notes

  • Source citations included

  • Ready to post or flag for review

Audit-Ready by Default

Every action leaves a trail:

  • Categorization decision history

  • Proof attachments

  • Audit notes and reasoning

Pre-Filled Tax Return Drafts (beta)

Your categorized ledger isn’t the end — it’s the starting point for filing:

  • Hedgi converts the final P&L into IRS-compliant tax return PDFs

  • Built for cash-basis SMB returns

  • You review, finalize, and file — no data re-entry

Client Collaboration That Works

Share ledgers, not headaches:

  • Secure magic links for review

  • Clients upload docs via the Hedgi mobile app

  • Everyone sees the same, real-time ledger

Built by Accountants. For the OBBB Era.