See where you stand.
Start with an understandable financial picture, what the available records support, and what still needs your attention.
The Nellby product vision
Your financial world.
With Nellby by your side.
One guided workspace where you can ask questions, talk through your finances, and get help with the next step. Nellby is designed to stay part of the conversation as you move through your work.
In development · Explore the future experience below Your financial workspaceProduct preview
SStudio workspaceBusiness overview
OverviewReview2BooksReportsDocuments
Clarity in every step.You stay in control.
YOUR OVERVIEW
A little more clarity.
Here’s where your business stands.
Total account balance$18,420.00 2 accounts · Aug 31
Net income$6,240.00Income less expenses
To review02purchasesA little context needed
Money in. Money out.
Your month, in perspective.
IncomeExpenses
Let’s connect the details.
Select a purchase to explore it with Nellby.
A place for every next step
Clarity has a home.
An organized workspace that brings the owner’s understanding and the bookkeeper’s detail into the same conversation.
Resolve the missing context.
Look at the evidence, understand the proposed treatment, and confirm the business purpose. A suggestion is distinct from approval and posting.
Connect decisions to the numbers.
Follow accepted work into the books and reports, with exact calculations and a path back to the source.
Keep the answer close.
Keep the original documents close. Ask Nellby a question from anywhere in the workspace, get a plain-language explanation, and talk through what to do next.
Try the product story
The purchase is personal.
The bookkeeping needs context.
Walk through a sample Amazon or Apple charge and see how a useful question changes the picture.
- 01The charge
- 02The detail
- 03Your context
- 04The next step
01 / 04Interactive product preview
A total tells you
only so much.
A monitor, printer paper, and household supplies. Three different purchases, hidden behind one merchant name.
Four steps. One clearer picture.
Source evidence → your context → a proposal for review.
Illustrative data and scripted guidance. Item detail depends on supported records and eligible connections; coverage is being qualified. This preview does not connect an account, save a financial decision, or post an entry.
AI at the center of the experience
A guide that learns
through understanding.
Nellby is being designed to communicate with you, answer follow-up questions, and guide the work using available records, confirmed business context, and relevant patterns.
01
Observe
A new purchase arrives with a charge and an itemized source.
02
Connect
Relevant prior reviews and business context inform a suggestion.
03
Explain
Nellby shows why the suggestion fits and what remains uncertain.
04
Confirm
Your correction or confirmation becomes context for relevant future work.
Useful intelligence. Clear responsibility.
The design keeps AI guidance, your approval, and an entry posted to the books as separate steps. Exact financial calculations belong to the accounting system. Nellby helps you understand and decide; an uncertain pattern should lead to a question.
A conversation at every step
Ask Nellby.
Keep moving.
Nellby is being built to answer your questions in plain language and guide you wherever you are in the work—from your first connection to purchase reviews, books, and reports. Ask a follow-up. Share what’s changed. Work through the next step together.
“Where do I start?”
Talk through the setup, understand which records you need, and find a manageable first step.
“Why this suggestion?”
Explore the purchase detail, ask what a category means, and work through the business context together.
“What changed this month?”
Ask about a report, trace an amount to its available records, and understand what needs another look.
Your context belongs in the conversation.
The intended experience brings the task you’re working on, available records, and business context you’ve confirmed into the conversation. Nellby should explain the reasoning, ask when something is missing, and make the next step easier to understand. You stay in control of decisions and approvals.
Clarity that carries forward
One connected story.
Even when the details change.
Nellby’s vision connects the original evidence to the decision, the books, and the work that needs another look.
See the source.
Keep the original record connected, so you can check what a number is based on.
Understand the decision.
See the business context and reason behind a suggestion before you approve it.
Follow what changes.
When a refund or correction arrives, see which related work needs attention.
Confidence, by design
More understanding.
Always your say.
The product we’re building should make the evidence clearer and your decisions easier to understand.
The source stays in sight.
A purchase record should stay connected to the charge and the proposal, so you can see where the detail came from.
Explore purchase evidenceA question beats a guess.
When a purchase needs context, Nellby’s role is to ask. A familiar pattern informs the conversation; your circumstances give it meaning.
Meet your financial guideAccess has a clear purpose.
Connections are being qualified source by source. The intended workflow keeps suggestions, your approval, and posted entries as distinct steps.
Understand planned connectionsProduct principles for Nellby’s development. Explore the current availability and preview boundaries.
Financial clarity. By your side.
A better relationship
with your numbers.
Nellby is taking shape around one belief: you deserve to understand your finances.
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