Tax-ready.
All year.

TidyPay is a payment and bookkeeping workspace for founders and small teams running US C corporations. It connects invoices, payment records, bank transactions, statements, and receipts so each month can be reconciled and handed to an accountant with its supporting documents. The goal is to keep books tax-ready throughout the year.

TidyPay brings invoices, customer payments, processor fees, refunds, and bank activity into one review workflow. You can trace a payment to its invoice, match the bank deposit, and keep the source records with the resulting book entries. PayPal invoices and Stripe checkout use your own provider accounts; funds settle directly to your connected PayPal account or Stripe account under the provider's terms. New PayPal merchant connections currently require platform approval.

TidyPay connects gross payments, processing fees, refunds, and payouts so a net bank deposit can be explained by the activity behind it. Review payout-to-bank matches alongside processor reports and original bank statements, then resolve differences before closing the month. This keeps a processor transfer from being counted again as new revenue.

TidyPay uses TidyMessages to collect email receipts from an authorized company folder and supporting documents from connected messaging channels. You can also upload statements and receipts directly. Collected originals stay with their source details and can be linked to financial records for review; collecting a receipt does not approve its category or post a journal entry.

TidyPay checks account coverage, statement balances, transaction classification, supporting evidence, and unresolved review items before a monthly close. Missing receipts, unmatched transfers, and reconciliation differences stay visible until they are resolved. A completed close protects the period and preserves the records used for the accountant handoff.

TidyPay provides a dedicated accountant role for reviewing company records and completing the checks that need accountant approval. Monthly accountant packages and annual tax handoffs bring together financial reports, original documents, review records, and supported tax workpapers. The evidence and audit trail let your accountant trace figures back to the records behind them.

TidyPay supports US C corporations incorporated in all 50 states and the District of Columbia. Each company has its own workspace with calendar-year USD books; foreign-currency source activity can be reviewed with the required conversion records. Bookkeeping supports cash and accrual bases. Federal tax preparation currently covers supported cash-method periods ending December 31. Other entity types and fiscal year ends are outside the current workflow.

No. TidyPay works without Xero: you can keep your books, reconcile accounts, retain original documents, and prepare an accountant handoff in TidyPay. If you already use Xero, the optional read-only connection imports recorded bank transactions for review. It does not write changes back to your Xero organization.

TidyPay turns reconciled books and supporting records into annual tax workpapers, preparation checklists, and supported return drafts for accountant review. Its corporate workflow includes supported Form 1120 preparation and related-party Form 5472 review where applicable. Delaware annual-report and franchise-tax preparation is available for Delaware companies. Your accountant still determines the applicable forms and state obligations, reviews the return, and handles filing; TidyPay does not automatically file tax returns.

Open the TidyPay workspace and sign in with Gridheap Account. Create your company, add its financial accounts, and connect the available sources or upload statements and receipts. Start with one month: review transactions, attach missing evidence, reconcile balances, and resolve the items needed for the first close.