Everything, included.
SmallBooks isn't a starter plan with the good parts locked away. Every feature below ships with every account.
Money in, money out, on autopilot
The daily grind of bookkeeping, handled the moment it happens.
Connect checking, savings, and cards. New transactions arrive in real time and sync nightly.
Drop in CSV or PDF statements, even scanned bank PDFs are read accurately, and re-imports never create duplicates.
Categorize a payee once, click ⚡, and every past and future transaction from them files itself.
Money moved between your own accounts is paired automatically so it never inflates income or expenses.
Rent, subscriptions, retainers, templates post themselves on schedule.
Receipts that read themselves
The shoebox, retired.
Photograph a receipt on your phone or drop in a PDF invoice.
Vendor, date, tax, and total are read automatically, no typing.
When exactly one transaction matches, the receipt attaches itself; otherwise you pick from ranked suggestions.
Every expense shows its paperclip. Tax season becomes a scroll, not a search.
Invoices & bills
Get paid, and know what you owe.
Line items, tax rates, customer records, and a clean PDF your clients take seriously.
Record full or partial payments; overdue status appears by itself.
Enter bills when they arrive, see current / 30 / 60 / 90-day buckets before cash gets tight.
One-click PDF statements showing exactly what's outstanding.
Reports your accountant will love
Not just charts, the actual documents.
By category, any period, with foreign currency converted at daily ECB rates.
In, out, and net for every month at a glance.
Assets, liabilities, and equity as of any date.
Set monthly budgets per category and watch the usage bars.
Income and deductible expenses by category, sales tax collected, one CSV for your accountant.
Built for how small teams actually work
Your bookkeeper doesn't need to see everything.
Give each team member exactly the areas they need, invoices for sales, reports for your accountant.
Business and personal books under one login, fully separated.
Close the books after filing; locked periods can't be edited by anyone.
Every change recorded, who, what, when.