Close readiness
A checklist separates blockers from warnings and links each unresolved issue to the right workflow.
2 blockers · 1 warning
Wise statement ends on 24 Oct
Upload2 transfers without a match
Review3 receipts missing
AttachClose the month before your accountant has to ask.
Purely turns fragmented business transactions into a guided monthly close: verify sources, resolve uncertain rows, attach evidence and lock an accountant-ready snapshot.
No card needed · No bank passwords · Export or delete your data any time
Works withRevolutWisePayPalN26bunq
Locked · v2
Close checks
0 blockers · 1 warning
- Statements cover the whole month5 of 5
- Duplicates resolved4 merged
- Internal transfers matched6 pairs
- Receipts attached38 of 41 · noted
- Uncategorized rows0
ZIP
purely-2026-10-v2.zip
sha256 9f3c 41d0 … a71e
v1 reopened · 2 rows corrected
How it works
Three steps from fragmented transactions to a closed, reviewable month.
01
Revolut CSV
Imported
Wise CSV
Imported
PayPal CSV
Preview
N26 CSV
+ 412 tx
Import what you already use
Upload statement files from Revolut, Wise, PayPal, N26, bunq or any bank CSV. Purely detects known formats and shows a preview before anything is saved.
02
Figma
−€15.00SQ *CAFE LUNA
Revolut → Wise
Work through one readiness checklist
Purely surfaces broken sources, duplicates, missing categories, internal transfers, currency gaps, pending rows and missing evidence.
03
October 2026 · v2 locked
Marta · accountant
Approved CSV XLSX PDF ZIP
Close, lock and share
Lock a versioned snapshot and download a ZIP with reports, checks and documents, or invite an accountant to review it in Purely.
Features
Everything a month needs before it goes to your accountant.
Purely tells you what prevents a reliable close, gives every issue a next action and preserves the result as a versioned monthly record.
Evidence and transfer review
Attach receipts, identify mirrored transfers between your own accounts and keep them out of income and expenses.
Hetzner Online
Internal transfer · excluded from totals
Revolut → Wise
−€1,200.00Wise ← Revolut
+€1,200.00See when a statement doesn't cover the month
If an imported statement stops before month end or a balance doesn't match, you see it before you close, not after.
Revolut
Full month
Wise
Ends 24 Oct
N26
Balance matches
CSV import with preview and undo
Auto-detected templates for Revolut, Wise, PayPal, N26, bunq. Preview before persist. Undo any batch.
CSV
revolut-nov.csv
Optional accountant collaboration
Invite an accountant without sharing bank credentials. They can request changes, review evidence and approve the closed month.
AWS EMEA
−€48.20Which client project is this for?
Software → Hosting · changed by Marta
Trust & privacy
What we keep, and what we don't.
Purely prepares your month for review and never holds your money. We see only what a clean monthly close needs, and you can take all of it with you.
Read the security page →We don't store your bank password.
You upload statement files. Purely never asks for your online banking login.
Export or delete everything.
Export everything as JSON or delete every trace — sources, rules, history — in one click.
Sensitive fields never leave you.
AI sees sanitized merchant text only. No IBANs, account numbers or exact amounts.
Audit-logged & rate-limited.
CSRF, session controls, audit events for every export — without writing raw payloads.
Pricing
One plan per stage of your solo business.
Start with a free close workflow, then add exports, collaboration and AI review as your process grows.
Prices exclude applicable taxes. Tax is added at checkout; you will see the final total before paying.
Free
€0forever
Try your first two complete period closes free.
- 3 sources · 1,000 transactions after the trial
- CSV import & close readiness
- First two closes with Pro features
Pro
€14/ month
For the freelancer closing books every month.
- Up to 10 sources · 25,000 transactions
- Documents & PDF / XLSX / ZIP exports
- Rules, review queue & 1 collaborator
- Source health alerts
Plus
€29/ month
Multi-currency, AI-assisted review and room for more sources.
- Up to 50 sources
- Open Banking (Coming soon) connections
- Up to 3 collaborators
- AI categorization & search
Firm
€79/ month
For accountants and small firms managing client closes.
- Up to 200 client workspaces
- Multi-client close review portal
- Up to 5 team members, including the owner
- Priority support
FAQ
Common questions
Is Purely a tax filing tool?
No. Purely prepares an accountant-ready monthly close that your accountant can use for filing. We don't file taxes or give tax advice.
Which banks do you support?
Revolut, Wise, PayPal, N26 and bunq have dedicated CSV templates. Generic bank files can be mapped manually. Open Banking is coming soon.
How does AI categorization work?
Rules and merchant aliases run first. Only when those are unsure does AI suggest a category — and only sanitized text leaves your account. You confirm before anything is auto-applied.
Do I need an accountant to use Purely?
No. The core workflow is self-service. Collaboration is optional: an invited accountant can review closes and evidence, but never receives your bank credentials.
Can I export and delete my data?
Yes. One click exports everything as JSON. One click deletes every source, rule, alias and recurring series — no email back-and-forth.