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The World's Best Trial Balance Software

Import your trial balance data, map accounts to IRS Form categories, and export anywhere. All in one place.

Request Beta Access
SnappyTB app screenshot

Everything you need to close faster.

Automated TB normalization

Standardize account names and numbers in seconds with AI-powered cleanup.

AI tax mapping suggestions

Get smart IRS category suggestions based on your firm’s history and rules.

Streaming performance

Process 10k+ rows with realtime feedback for a smooth review experience.

Multi-entity consolidation

Combine entities and produce consolidated trial balances without spreadsheets.

Works anywhere

Responsive UI that’s delightful on large monitors and field devices alike.

Close-ready exports

Export journal entries and reports to CSV, Excel, and PDF in one click.

Secure by default

Row-level security and least-privilege access across clients and organizations.

Built for speed

From import to review to close in minutes—not days.

Everything you need. Nothing you don't.

Import your trial balance data, we automatically map accounts to IRS Form categories, and export anywhere. All in one place.

Import, Map, Repeat

Import your trial balance data, we automatically map accounts to IRS Form categories, and export anywhere. All in one place.

Secure at Scale

Client-server encryption and row-level security, 60-bit entropy, regulatory compliance, layered access controls, harden multifactor, and more.

Never worry about secure client data.

page.tsx

globals.css

import { cn } from "@/lib/utils";
import clsx from  "clsx";
import { PropsWithChildren } from "react";

type NoteProps = PropsWithChildren & {
 title?: string;
 type?: "note" | "danger" | "warning" | "success";
 className?: string;
 };

export default function Note({
 children,
 title = "Note",
 type = "note",
 className,
 }: NoteProps ) {
 const noteClassNames = clsx({
 "dark:bg-stone-950/25 bg-stone-50": type == "note",
 "dark:bg-red-950 bg-red-100 border-red-200 dark:border-red-900":
 type === "danger",
 "dark:bg-orange-950 bg-orange-100 border-orange-200 dark:border-orange-900":
 type === "warning",
 "dark:bg-green-950 bg-green-100 border-green-200 dark:border-green-900":
 type === "success",
  });
@import "tailwindcss";

@plugin "tailwindcss-animate";

@import "../styles/syntax.css" layer(utilities);
@import "../styles/theme.css" layer(utilities);

@custom-variant dark (&:where(.dark, .dark *));

@theme inline {
 --color-brand: var(--brand);
 --color-brand-foreground: var(--brand-foreground);
 --color-light: var(--light);
 --color-light-foreground: var(--light-foreground);
 --color-background: var(--background);
 --color-foreground: var(--foreground);
 --color-sidebar-ring: var(--sidebar-ring);

Mobile-first

Optimized to look and feel great on all devices, operating systems, and screen sizes.

Launch UI app screenshot

Automated Tax Mapping

Get smart IRS category suggestions based on our proprietary AI-powered tax mapping model.

Fits right into your stack

Integrate SnappyTB directly in the workflow while using your favorite tools.

Loved by CPA's and tax preparers across the nation

SnappyTB customers are experiencing significant efficiency gains in their tax preparation workflows.

A

Alex Ramirez

@alexCPA

Rolling out @SnappyTB cut our close time by half. AI tax mapping suggestions were spot-on.

P

Priya N.

@priyafinance

Streaming imports in @SnappyTBmake reviewing 10k+ rows smooth. Consolidations are finally easy.

J

Jordan Kim

@jkimcpa

TB normalization now takes minutes, not days. Exports to CSV/PDF are clutch for workpapers.

A

Alex Ramirez

@alexCPA

Rolling out @SnappyTB cut our close time by half. AI tax mapping suggestions were spot-on.

P

Priya N.

@priyafinance

Streaming imports in @SnappyTBmake reviewing 10k+ rows smooth. Consolidations are finally easy.

J

Jordan Kim

@jkimcpa

TB normalization now takes minutes, not days. Exports to CSV/PDF are clutch for workpapers.

A

Alex Ramirez

@alexCPA

Rolling out @SnappyTB cut our close time by half. AI tax mapping suggestions were spot-on.

P

Priya N.

@priyafinance

Streaming imports in @SnappyTBmake reviewing 10k+ rows smooth. Consolidations are finally easy.

J

Jordan Kim

@jkimcpa

TB normalization now takes minutes, not days. Exports to CSV/PDF are clutch for workpapers.

A

Alex Ramirez

@alexCPA

Rolling out @SnappyTB cut our close time by half. AI tax mapping suggestions were spot-on.

P

Priya N.

@priyafinance

Streaming imports in @SnappyTBmake reviewing 10k+ rows smooth. Consolidations are finally easy.

J

Jordan Kim

@jkimcpa

TB normalization now takes minutes, not days. Exports to CSV/PDF are clutch for workpapers.

M

Maria Lopez

@mlopezops

Row-level security and org permissions keep client data safe while the team moves fast.

S

Samir Gupta

@samirbooks

Mapping used to be painful. @SnappyTBmakes it effortless with suggestions that learn our preferences.

E

Evelyn Ross

@evelynross

Onboarding took an afternoon. We migrated clients and shipped the first close the same week.

M

Maria Lopez

@mlopezops

Row-level security and org permissions keep client data safe while the team moves fast.

S

Samir Gupta

@samirbooks

Mapping used to be painful. @SnappyTBmakes it effortless with suggestions that learn our preferences.

E

Evelyn Ross

@evelynross

Onboarding took an afternoon. We migrated clients and shipped the first close the same week.

M

Maria Lopez

@mlopezops

Row-level security and org permissions keep client data safe while the team moves fast.

S

Samir Gupta

@samirbooks

Mapping used to be painful. @SnappyTBmakes it effortless with suggestions that learn our preferences.

E

Evelyn Ross

@evelynross

Onboarding took an afternoon. We migrated clients and shipped the first close the same week.

M

Maria Lopez

@mlopezops

Row-level security and org permissions keep client data safe while the team moves fast.

S

Samir Gupta

@samirbooks

Mapping used to be painful. @SnappyTBmakes it effortless with suggestions that learn our preferences.

E

Evelyn Ross

@evelynross

Onboarding took an afternoon. We migrated clients and shipped the first close the same week.

From PBC to OMG 🙃

Request Beta Access