For freelancers
Bookkeeping for freelancers, done from your statements
Drop in the statements and exports freelancers already have. ProfitBooks categorizes every transaction, tracks the deductions that matter for your work, and hands your tax preparer a clean profit and loss. $20 a month, billed annually, plus pay-as-you-go credits.
100 free credits at signup, 10 free every day. No card required.
What you upload
- Checking statement
- Business credit card statement
- PayPal or Stripe payout export
- Receipts for software, gear and travel
What gets categorized
- Client payments (Stripe, PayPal, Zelle, checks)
- Software subscriptions
- Contractor payments
- Home office and internet
- Travel and meals
Deductions to look for
- Home office (simplified or actual)
- Software and subscriptions
- Health insurance premiums
- Half of self-employment tax
- Retirement contributions (SEP IRA, Solo 401k)
- Business portion of phone and internet
- QBI deduction (20% of qualified income)
Why it fits
Built for the way freelancers actually run money.
Income arrives from a few sources, expenses land on one or two cards, and nobody has time to categorize 12 months of it in April. ProfitBooks reads the statements, learns your vendors, and keeps the profit and loss current so quarterly taxes stop being a guess.
- Chart of accounts built for your industry from one question
- Confidence threshold: auto-finalize the obvious, review the rest
- Year-end totals by category, ready for Schedule C or your preparer
- Need a reconciled balance sheet? Full Books, $99 a month billed annually, replaces the bookkeeper
Pricing
What freelancers pay
About 60 transactions a month is 720 a year, which fits inside the 10 free credits you get every day. You would pay the $240 a year base plan ($20 a month, billed annually) and nothing else.
FAQ
Questions, answered
Do I need to connect my bank?
No. Download the PDF statement from your bank or take a photo of it. ProfitBooks reads it. No logins shared, no feeds to babysit.
What does it cost for freelancers?
About 60 transactions a month is 720 a year, which fits inside the 10 free credits you get every day. You would pay the $240 a year base plan ($20 a month, billed annually) and nothing else.
Can my tax preparer use it?
Invite them free. They see the same profit and loss and ledger you do (and the reconciled balance sheet on Full Books), and can export CSV for their software.
Do I need an LLC to use ProfitBooks?
No. Sole proprietors filing a Schedule C are the most common ProfitBooks customer. If you form an LLC later, nothing changes in your books.
Can it separate personal transactions on a mixed account?
Yes. Mark a transaction as personal once and similar ones get flagged the same way. Better still, open a free business checking account and upload only that statement.
Your books for freelancers, done tonight.
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.