Books that update while you sleep.
Bookkeeping is the chore founders put off until tax season, and then pay for in a scramble. Books and Finance keeps your ledger current in the background, categorizing transactions, reconciling accounts, and producing clean financial statements, so your numbers are always ready for a lender, an investor, or the IRS, without you touching a spreadsheet.
Bookkeeping that keeps itself current.
Books and Finance is a done-for-you bookkeeping and reporting service that runs continuously instead of once a quarter. It connects to your accounts, categorizes every transaction, reconciles the numbers, and produces the three statements every business needs: profit and loss, balance sheet, and cash flow. The point is that the work happens in the background, so you never face a shoebox of receipts at tax time. When a lender, an investor, or the IRS wants to see your finances, the answer is already prepared, accurate, and current.
Clean numbers, without the busywork.
The service does the recurring work bookkeeping actually is, and hands you finished statements you can hand to anyone.
- Transactions categorized. Every charge and deposit sorted into the right account, continuously, not in a year-end rush.
- Accounts reconciled. Your books matched against your bank and card statements so the numbers are trustworthy.
- Financial statements produced. Profit and loss, balance sheet, and cash flow, refreshed and ready to share.
- Ready for tax and diligence. Clean books that hand straight to a tax preparer, a lender, or an investor.
For founders who would rather not do the books.
Bookkeeping is unavoidable, but doing it yourself rarely pays. This is for owners who want accurate numbers without becoming a bookkeeper.
- Businesses with regular transactions that need to be kept in order
- Founders heading into a tax year without clean books
- Companies raising money or borrowing, who need statements on demand
- Owners who would rather spend their time on the business than the ledger
- A pre-revenue entity with almost no transactions to record
- Owners who already have a bookkeeper or accountant they trust
- Businesses that have not opened a business account to track yet
- Anyone who only needs a one-time tax filing, not ongoing books
Clean books start with a dedicated account to track. If you bank personally, open a business account first so your finances are separate from day one.
Everything a clean set of books requires.
The service covers the full cycle, from the daily categorizing to the statements a professional would produce, on a schedule you can rely on.
Books and Finance keeps your records; it does not replace tax advice. When it is time to file, your books are ready for the preparer.
From connected to current.
- 1Connect your accounts
Your business bank and card accounts are linked so transactions flow in automatically.
- 2We categorize and reconcile
Every transaction is sorted and the books are matched to your statements, continuously.
- 3A bookkeeper reviews
Anything unusual is checked by a person, so the numbers hold up.
- 4You get current statements
Your profit and loss, balance sheet, and cash flow stay ready to share at any time.
Books are worth nothing if they are stale.
Most bookkeeping problems are timing problems: the work gets deferred until the numbers are urgent and wrong. Running it continuously means the answer is always ready, and the same platform already holds the entity and documents behind it.
The work happens in the background, so your numbers are ready whenever they are asked for.
A bookkeeper reviews the automation, so the statements are trustworthy.
Clean books hand straight to your preparer, so filing is not a last-minute rush.
Transparent pricing you can see up front. See pricing →
The rest of your financial stack.
The account your books connect to and track.
Explore → Paying the teamPeople & payrollPayroll that flows into the same clean books.
Explore → OwnershipCap tableKeep your ownership as current as your books.
Explore → Stay compliantCompliance subscriptionKeep the entity behind your books in good standing.
Explore →Books & Finance, answered.
Do I have to do any of the bookkeeping myself?
No. Once your accounts are connected, transactions are categorized and reconciled for you, and a bookkeeper reviews anything unusual. You get finished statements without touching a spreadsheet. It connects best to a dedicated business account.
What reports do I get?
The three that matter: a profit and loss statement, a balance sheet, and a cash flow statement. They stay current, so they are ready whenever a lender, investor, or your tax preparer asks.
Is this the same as filing my taxes?
No. Books and Finance keeps your records accurate and ready. When it is time to file, those clean books hand straight to a tax preparer, which makes the actual filing far simpler.
Who actually does the work?
The categorizing and reconciling run continuously and are reviewed by bookkeepers and finance professionals in our vetted network, so automation is always checked by a person. It sits in the same Business OS as your compliance and payroll.
Is my financial data secure?
Yes. Everything runs on SOC 2 Type II audited infrastructure with encrypted transport, and your statements are stored in your encrypted document vault.