Question 1

Is this software or a service?

Accepted Answer

Both. The bookkeeping is automated: reading statements, tying them to the bank, categorizing and building the statements. A person on the Siize team reviews the exceptions the automation is unsure about and signs off each month-end close.

Question 2

Why statements instead of connecting my bank?

Accepted Answer

Statements are the bank’s own record, with printed totals we can tie to. Nothing breaks when a bank changes its login, and no credentials are ever shared.

Question 3

What does a person actually review?

Accepted Answer

Only exceptions: anything uncategorized, low-confidence or large, payment-app transfers, items only you can explain, and the month-end checklist. Everything else posts automatically.

Question 4

Can I ask Carol about my books?

Accepted Answer

Yes. Open your book and ask Carol in plain English: how this month is going, where the money went, which budget lines are over, what still needs a receipt. Answers come from your own reconciled transactions, budget, receipts and statements. Included in the $99 and $149 plans at no extra cost for a limited time.

Question 5

Which tax forms do the categories follow?

Accepted Answer

Schedule C, Form 1065, Form 1120-S and Form 1120 for businesses; Form 1040 with Schedules A, B and E for households. Each transaction shows the line it lands on.

Question 6

Is Siize a tax preparer?

Accepted Answer

No. Siize keeps your books and prepares a tax-ready package for whoever files your return. Siize does not prepare or file returns or give tax advice.

Sample household books · Siize Books