SmallBooks

Books that keep themselves.

SmallBooks connects to your bank, reads your receipts, sends your invoices, and builds the reports your accountant asks for — without the QuickBooks price tag.

Free during early access · No card required

Three steps to clean books

1
Connect

Link your bank in two minutes, or import CSV and PDF statements — duplicates are caught automatically.

2
Categorize once

Set a rule the first time; every future transaction from that payee categorizes itself.

3
Know your numbers

Open Reports for profit, cash flow, and a tax summary that's ready to hand over.

Everything a small operation needs

No modules to buy, no per-feature upsells. One tool that does the bookkeeping.

Bank feeds

Connect accounts via Plaid — transactions arrive and categorize themselves with your rules.

Smart receipts

Snap a photo. Vendor, date, and amount are read automatically and matched to the right transaction.

Invoices & bills

Send professional invoice PDFs, record payments, track what you owe with aging built in.

Real reports

P&L, cash flow, balance sheet, budgets vs. actuals, and a tax-year export your accountant will love.

Built for teams

Invite your bookkeeper or partner with per-module access — they see only what they need.

Multi-entity

Business and personal books side by side under one login, cleanly separated.

Your books, off your mind.

Set up in an afternoon. Connect a bank, snap a receipt, and watch the ledger write itself.

Start for free