Bookkeeping for owners who are not accountants, with sales that fill themselves in
Bookkeeping for owners who are not accountants. Import your bank statements, sort them with suggestions and rules, and your sales from WAI Invoices, Online Store and Inventory fill themselves in. Pay bills on time, reconcile each month, and get a clear profit and loss. Books helps you keep records; it isn't tax advice.
Books is for small business owners who want clean records without learning accounting. You import your bank statement, sort each line with a suggestion or a rule, and get a clear profit and loss in minutes.
If you use WAI Invoices, the Online Store or Inventory, your sales and costs come in on their own and are counted once. Books helps you keep records; it is not tax advice.
Upload a CSV or OFX file from your bank. We map the columns, spot possible duplicates and let you undo an import.
Each line comes with a suggested category based on your rules and past choices. Make a rule once and similar lines sort themselves.
Track bills from your vendors, get reminders in your WAI bell before they are due and mark them paid. Reconcile each account against your statement every month.
Profit and loss with comparisons, balance sheet, cash flow, sales tax, spending, money owed to you and by you, and a general ledger, as CSV or PDF.
Export to QuickBooks or Xero formats, or a general ledger CSV. On Business, invite your accountant to view or edit your books.
Free covers 50 transactions a month that you add or import, and sales pulled from other WAI apps never count.
Starter gives you unlimited transactions and adds the API and webhooks.
Business gives you unlimited transactions, accountant access for your team, and the API and webhooks.
One subscription covers this app and every other business app: Free $0, Starter $19/mo, Business $49/mo for 5 users.
| Limit | Free | Starter | Business |
|---|---|---|---|
| Transactions you add or import a month | 50 | Unlimited | Unlimited |
| Accountant access | Not included | Not included | 1 |
Not today. You download a CSV or OFX file from your online banking and import it. A live bank feed is not available yet.
No. Pulled payments wait in a holding account until the bank deposit arrives, then we match the two. Possible duplicates are flagged for you.
Your records and reports stay as they are. New lines you add or import wait until next month or until you upgrade, and sales pulled from other WAI apps keep coming in.
No. Books keeps tidy records and runs reports like sales tax and profit and loss. Ask your accountant or tax adviser what to file.
Free tier. No credit card. Change or cancel any time.
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