Built for US small businesses — LLCs, S-corps and sole proprietors

Your books, done every month.
You do nothing.

Connect your company's bank and cards. BookKeepMate sorts every transaction — payroll, vendors, card charges, customer payments — closes your books each month and hands you a tax-ready summary in January. $100 a month instead of a $400 bookkeeper.

  • Read-only bank access
  • 30-day money-back guarantee
  • Set up in 10 minutes
September · categorizing0/6
  • 1

    Acme Corp — ACH payment

    waiting…

    +$8,500.00
  • 2

    Gusto payroll

    waiting…

    −$6,214.80
  • 3

    Home Depot

    waiting…

    −$312.46
  • 4

    Payment to business Visa

    waiting…

    −$2,000.00
  • 5

    Amazon

    waiting…

    −$184.99
  • 6

    State Farm

    waiting…

    −$218.00
5 handled automatically, 1 question for you0%

$300–600

a month for an outsourced bookkeeper doing the same work

10 hours

a month doing it yourself in spreadsheets or QuickBooks

$100/mo

BookKeepMate, with nothing on your to-do list

This is what "done" looks like

Real screens from the product. No mockups.

app.bookkeepmate.com
The only screen that ever needs you

The only screen that ever needs you

When something is genuinely ambiguous — an Amazon order, a check to a new vendor, a big equipment purchase — it shows up here with our best guess already filled in. You click Accept or pick another. That is the whole job, and most months it is a handful of clicks, not an afternoon.

  • Clear merchants are posted without asking
  • Tick "Always for Amazon" and never see it again
  • Personal spending? One click, and it never touches your profit
How the review inbox works
app.bookkeepmate.com
Every month closes itself

Every month closes itself

On the 3rd, last month locks and this report lands in your inbox: what you made, where it went, cash on hand, and anything worth a second look. Written for an owner, not an accountant.

  • Income, expenses, net — in plain numbers
  • New vendors and large payments called out
  • Locked, so the numbers you send to a lender never drift
See a Books Closed report
app.bookkeepmate.com
Tax time becomes a download

Tax time becomes a download

Your expenses are already grouped by Schedule C line, meals already limited to 50%. Send the summary and the accountant export to your preparer and you are done. Plus a running "set this much aside" number all year, so April is never a surprise.

  • Schedule C summary, line by line
  • P&L, balance sheet, cash flow, general ledger, trial balance
  • Tax set-aside estimate from your real profit
How the tax summary works
Get my books done — $100/mo

No contract. Cancel anytime. 30-day money-back guarantee.

Three steps, then it runs itself

1

Connect your bank

Two minutes, read-only, through Plaid. We pull up to two years of history so you are caught up on day one.

2

We categorize everything

Transfers, your rules and what you have taught us run first. AI handles the rest and only asks when it is unsure.

3

Your books close monthly

Inbox empty, month locked, report emailed. Reports and the tax summary are always one click away.

Connects to 12,000+ US banks and card issuers through Plaid.

Compared to the alternatives

BookKeepMateBookkeeperDIY software
Monthly cost$100$300–$600$35 + your time
Transactions categorized for you
Books closed every month
Updated the same day, not month-end
Tax set-aside estimate
Your time per month~15 min~1 hour5–10 hours
Cancel anytime

One flat price

Billed monthly. No setup fee, no contract, cancel anytime — and a 30-day money-back guarantee on your first month.

Most owners start here

Basic

Fully automated books for one business

$100/month

  • Up to 3 bank & card connections
  • AI categorization with a review inbox
  • Books closed every month, emailed to you
  • P&L, balance sheet, cash flow
  • Schedule C tax summary + tax set-aside
  • Catch-up import and CSV statements
  • Accountant export (GL, trial balance)
Start Basic

Pro

Everything in Basic plus receipts, invoicing and your CPA

$150/month

  • Unlimited bank & card connections
  • Everything in Basic
  • Receipt capture & matching
  • Invoicing & accounts receivable
  • Quarterly estimated-tax calculator
  • Accountant seat & export pack
  • S-corp support
Start Pro

Questions people ask before signing up

It's a bookkeeping service delivered by software. You get what an outsourced bookkeeper gives you — categorized transactions, a monthly close, financial statements, a tax summary — without a person doing data entry. That's why it's $100 a month instead of $400.

Bookkeeping only proves itself on your real transactions over a real month, so we start with your actual bank feed on day one. Instead of a trial there's a 30-day money-back guarantee: not happy, email us, refunded. No contract, no setup fee.

Bank access is read-only through Plaid, the same connection Venmo and most banking apps use. We never see your login and can't move money. Access tokens are encrypted with a key kept outside the database.

Yes. Pick the date your books should start and we import up to 24 months through your bank. Anything older, or accounts Plaid can't reach, you can upload as a CSV statement.

For filing, yes — and they'll like you a lot more. They get a trial balance, general ledger and Schedule C summary that tie out to the penny, which usually means a smaller bill.

US small businesses with an owner who'd rather run the company than the books: contractors, agencies, shops, clinics, trades, consultancies — typically one to twenty people, an LLC or S-corp, a few bank and card accounts, maybe payroll through Gusto or ADP. If you have a full-time finance person, you've outgrown us.

Stop doing your own books.

Connect your bank today. Your first month closes itself.

Get my books done — $100/mo

30-day money-back guarantee. No contract. Read-only bank access.

Get my books done — $100/mo