CATSIMBA
FOR TAX • ACCOUNTING • BOOKKEEPING PROFESSIONALS

Turn bank spreadsheets into Schedule C-ready reports.

Upload. Categorize. Review. Generate. CatSimba is built for professionals serving their own clients — with optional AI and white-label capability.

AI optional · BYOK supported · White label ready · Professional-only
Bank spreadsheet turning into a Schedule C-ready report
HOW CATSimba WORKS

One professional workflow.

Upload step01 · Upload

Upload a bank spreadsheet and map the columns.

Categorize step02 · Categorize

Use pre-built libraries or optional AI assistance.

Review step03 · Review

Review exceptions and make professional adjustments.

Generate step04 · Generate

Create a cash-basis, Schedule C-ready report.

Wireframe note: example transactions and totals are illustrative only.
AI OPTIONAL / BYOK

You choose whether AI is involved.

CatSimba can operate without AI. Security- and privacy-conscious firms can use the pre-built categorization libraries and manual review workflow.

  • AI is never mandatory.
  • Bring Your Own AI Key (BYOK).
  • You control the model, cost, and connection.
  • Switch AI assistance on or off by workflow.
Optional AI with your own key
AI Assistance
Pre-built libraryON
AI keyBYOK
Manual reviewON
WHITE LABEL

Your brand. Your clients. Our engine.

Offer CatSimba to your clients under your own professional brand.

Full White Label

Your own domain and branded client experience.

[WHITE-LABEL PRICING PLACEHOLDER]

Managed White Label

Your logo and colors on a dedicated CatSimba-hosted address.

[MANAGED OPTION DETAILS PLACEHOLDER]

FOUNDING MEMBER

Reserve your place in the founding cohort.

Founding Member commercial terms are intentionally shown as placeholders in this V4 wireframe.

[XXX] of [CAP] spots remaining

Founding Member benefits

  • Core CatSimba workflow
  • Founding Member access
  • Bonus practice tools released on a rolling beta basis
  • White-label capability as applicable

“These tools are a bonus, not a guaranteed simultaneous package. They're released to Founding Members on a rolling basis as each one clears beta — no fixed date is promised per tool.”

Founding cohort badge
[FOUNDING PRICE]

[PAYMENT / BILLING TERMS PLACEHOLDER]

JOIN WAITLIST

Reserve your position.

WAITLIST CONFIRMATION
YOUR CURRENT POSITION
#327
↑ [X] positions from your referrals
REFERRAL DASHBOARD

Your position: #327

Current position#327
Successful signups3
Positions moved30

Referral milestones

1 referralQueue movement: [X positions]✓
[MILESTONE #2][REWARD PLACEHOLDER]○
[MILESTONE #3][REWARD PLACEHOLDER]○
Pre-launch queue movement counts waitlist signups. Post-launch affiliate/referral rewards are a separate system.
PRE-BUY / CHECKOUT

Founding Member checkout

CatSimba Founding Member

[PLAN / PRICE]

[PRE-BUY TERMS PLACEHOLDER]

[REFUND / CANCELLATION TERMS PLACEHOLDER]

Payment

[PAYMENT METHOD UI PLACEHOLDER]

Card / ACH fields placeholder
✓
PURCHASE CONFIRMATION

You're in.

Your Founding Member purchase has been recorded.

MemberDemo Professional
StatusFounding Member
ReferenceCS-[XXXX]
ALTERNATE STATES

Prototype states

Duplicate signup

Existing email → show existing-member message and position link.

Existing member

Returning user → position and referral dashboard.

Referral attribution

Signup preserves referral code in the journey.

Error state

Network or form error → recoverable message, no lost input.