For accountants and tax preparers
The $20-a-month bookkeeping stack for your smallest clients
Stop losing money on Schedule C clients. Have them drop statements into ProfitBooks, review the exceptions in 15 minutes a month, and export clean books into your tax software.
One login, every client
See every client's books, review queue and coverage map from one dashboard. Jump into any client in one click.
Clients pay, or you do
Put Schedule C clients on Profit ($20 a month) and clients who need a reconciled balance sheet on Full Books ($99 a month), billed annually either way. Each client pays their own, or you put it on the firm card and bill it back.
You control the AI
Set the confidence threshold per client. Review what the model was unsure about. Every correction trains it for that client.
Export to anything
CSV exports for the P&L, the full ledger and, on Full Books, the reconciled balance sheet. Drops into Lacerte, ProSeries, Drake, UltraTax or a spreadsheet.
No more statement chasing
The coverage map tells you and the client exactly which months are missing before you start the close.
Read-only or full access
Invite staff with the access they need. Every change is logged with who made it and when.
FAQ
Questions, answered
Is there a partner program?
Yes. Refer clients with your link and earn a share of their credit purchases for as long as they stay. Or sign clients up yourself and manage them from one login. Details on the referral page.
Can I do the review instead of the client?
Yes. Many firms set the client's auto-finalize threshold high and handle the Needs Review list themselves during the monthly close. It is usually a 15-minute job.
How do I get the data into my tax software?
Export the profit and loss and transaction ledger as CSV, plus the reconciled balance sheet on Full Books. A general ledger export is available on request.
Put your smallest clients on ProfitBooks this month.
Create a free account, drop in a bank statement, and watch every transaction get categorized. 100 free credits to start, 10 more every day. No card required.
Takes about 90 seconds. No sales call, no onboarding fee, no contract.