Drop in your bank statements.
Get back finished books.

Upload the documents you already have: bank and credit card statements as PDFs or photos, receipts, invoices, and transaction exports. The AI reads them, figures out your business name and industry, builds a chart of accounts, and categorizes every transaction. You glance at the few it was not sure about and confirm them in two clicks.

Yes. The Profit plan is $20 a month, billed annually as one $240 charge, for one business with unlimited uploads and unlimited users, and it gives you a categorized profit and loss, which is what most owners need to run the business and file. Full Books, at $99 a month billed annually, adds a balance sheet prepared every month with full bank reconciliation, the work you would otherwise hire a bookkeeper for. On either plan you pay only for the transactions that get finalized into your books, using credits. You get 100 free credits when you sign up and 10 more free credits every day, so many small businesses never buy a credit at all.

One credit finalizes one transaction into your books. Uploading documents, AI reading and predictions, reports and exports are all free. Purchased credits never expire. Bundles start at 200 credits for $50. See how credits work.

No. ProfitBooks works from the statements your bank already gives you. Download a PDF or take a photo of the statement and drop it in. There are no bank logins to share and no feeds that break in the middle of the month.

Profit ($20 a month, billed annually) categorizes everything and gives you a profit and loss by month, quarter or year. Full Books ($99 a month, billed annually) adds what a bookkeeper does: every statement reconciled to the penny, a balance sheet prepared monthly, journal entries and year-end adjustments, so your CPA can file without a cleanup. Most solo businesses start on Profit; businesses with loans, inventory, partners or an S corp usually want Full Books.

Yes. Invite them for free. They see the same transactions and reports you do, and can export everything as CSV for their tax software.

That is the most common reason people show up. Drop in every statement for the period you need, in any order. The coverage map shows exactly which months are in your books and which are still missing. Read the catch-up bookkeeping guide.

They give you an empty ledger and a subscription that starts at $25 a month, then expect you, or a bookkeeper you hire, to categorize every transaction. ProfitBooks starts from your documents and does the work. You pay $20 a month, billed annually, plus pay-as-you-go credits, instead of $300 to $660 a year before you have hired anyone. Side by side: comparisons.

Documents are encrypted in transit and at rest on independently audited US cloud infrastructure. Your data is never sold, and your documents and identifiable data are never shared with other customers; we improve the service using de-identified, aggregated data only. You can export and delete your business and its documents at any time. Details on the security page and in the Privacy Policy.