Help center
Everything BookKeepMate does, explained screen by screen. If you only read one page, read Getting started — the rest is here for when you need it.
The whole job, in one sentence
Connect your bank once. Then, a few times a month, answer the one-line questions in your review inbox. Everything else — categorizing, closing the month, reports, the tax summary — happens on its own.
Start here
Every day
Reports & taxes
Setup
Chart of accounts
The categories your books use, and how to customize them.
Bank connections and statement import
Plaid, manual accounts, CSV uploads, catch-up bookkeeping.
Settings and billing
Business details, tax settings, your plan, password resets.
Emails you will receive
The monthly close report, review digests, and what to do with them.
FAQ and troubleshooting
Security, pricing, catch-up, CPAs, and common fixes.
Still stuck? from the chat bubble at the bottom right — include the transaction or month you are looking at and we will sort it out.