Close readiness
A scored checklist separates blockers from warnings and links each unresolved issue to the right workflow.
IFmerchant contains "Uber"
THENBusiness · Travel
↳ back-fills 47 past transactions
Now live · Guided Month Close
Close your month in minutes not on a Saturday.
Purely turns fragmented business transactions into a guided monthly close: verify sources, resolve uncertain rows, attach evidence and lock an accountant-ready snapshot.
Read-only Open Banking · Encrypted tokens · Delete your data any time
Works withRevolutWisePayPalN26bunqStripe
Net cash flow · this month
+€4,287,50
+18.4% vs previous month
Income
€8,940.00
From 14 invoices
Expenses
€4,652.50
9 subscriptions detected
12-month flow
Income · Expenses
Reviewed · ready for accountant
Subscription detected
Figma · €15 / mo · confirm?
Wise needs reconnect
One tap, 8 seconds.
How it works
Three steps from fragmented transactions to a closed, reviewable month.
01
Revolut
Connected
Wise
Syncing
PayPal
Connected
N26 CSV
+ 412 tx
Connect what you already use
Import Revolut, Wise, PayPal, N26, bunq or generic bank files, or connect an institution currently supported by read-only Open Banking.
02
Stripe payout
Income · Client work
+€2,340.00
HOLLAND & BARRETT
AI: Personal · Groceries · 92%
−€18.40
AWS · monthly
Recurring · Software
−€48.20
Work through one readiness checklist
Purely surfaces broken sources, duplicates, missing categories, internal transfers, currency gaps, pending rows and missing evidence.
03
PDF
Monthly cash-flow report
4 pages · accountant-ready
CSV XLSX 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
A monthly operating workflow, not another passive dashboard.
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.
Source health, at a glance
If a connection breaks, you see it before your report is wrong. One-tap reconnect.
Revolut
Healthy
Wise
Reconnect
PayPal
Healthy
BTC wallet
Synced
CSV import that actually works
Auto-detected templates for Revolut, Wise, PayPal, N26, bunq. Preview before persist. Undo any batch.
CSV
revolut-aug.csv
Optional accountant collaboration
Invite an accountant without sharing bank credentials. They can request changes, review evidence and approve the closed month.
big software expenses last quarterAI
category: softwareamount: > €100Q1 2026exclude: refunds
Adobe Creative Cloud−€59.99
Linear−€96.00
Notion Team−€140.00
Trust & privacy
Designed for one of the most sensitive datasets you own.
Purely is a reporting tool — not a custodian. We see only what we need to produce a clean monthly file, and we let you walk away with all of it.
Read the security page →We don't store your bank password.
Open Banking connections are read-only. Tokens are encrypted at rest.
Your data is yours.
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 direct connections as your process grows.
Free
€0forever
Try the monthly close on a single income source.
- 1 source · 1,000 transactions
- CSV import & close readiness
- Guided Month Close checklist
Most picked
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
Direct bank sync, multi-currency and AI-assisted review.
- Up to 50 sources
- Open Banking connections
- Watch-only crypto wallets
- AI categorization & search
Firm
€79/ month
For accountants and small firms managing client closes.
- Up to 50 clients instead of 3
- Multi-client close review portal
- Up to 20 team members
- Priority support
FAQ
Things people ask before signing up.
Is Purely a tax filing tool?
No. Purely produces clean monthly cash-flow records that your accountant can use for filing. We're a reporting tool, not a tax engine.
Which banks do you support?
Revolut, Wise, PayPal, N26 and bunq have dedicated CSV templates. Generic bank files can be mapped manually, and read-only Open Banking is available for institutions currently returned as supported by our provider.
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.