“What really sets it apart for me is the built-in Tax Center, which helps business owners estimate and understand their tax obligations throughout the year.”
Lucy Splichal, EA
Founder, Colossa Tax Group
We do the messy bookkeeping. You do the advice.
What accounting pros say.
CPAs, EAs, and bookkeepers who put KiwiBooks through its paces.
“The platform is clean, intuitive, and easy to navigate, and I was especially impressed with the tax-focused features.”
Justin Davis, CPA
JLD Consulting LLC
“I was impressed with KiwiBooks' focus on simplicity and value, particularly for small businesses and accounting professionals looking for an alternative to higher-priced solutions.”
Kevin A. Marshall, CPA
BOSS Financial Group
“I really like that KiwiBooks is simple, clean, and easy to use without feeling overwhelming.”
Abbey Shohan, Bookkeeper, Dollars and Sense LLC
Reviewers were compensated for their evaluation, and some may receive referral rewards.
Easy to use, tax-ready, automated, and bring your own AI
Clients upload a receipt, start an invoice or log a trip from one screen, and a short checklist walks them through setup.
Three steps from invite to tax-ready.
Most of the work happens without you.
- 01
Invite.
One email invite, and your client is in.
- 02
With Pro, Kiwi does the first pass.
Kiwi categorizes, matches receipts and keeps estimates current.
- 03
Lock and export.
Lock the year and export every schedule in one workbook.
Every job in the books, done for you.
Real screens from KiwiBooks, not mock-ups.
Every line categorized and mapped to its tax line, ready for review.
Transactions arrive on their own from your banks and cards.
Snap a receipt. Kiwi reads it for you.
Every change tracked. Filed periods stay filed.
Safe-harbor 1040-ES plans, quarter by quarter.
Standard rate or actual expenses, whichever deducts more.
Connect Claude, ChatGPT, Grok, Claude Code, Codex, or another MCP client. Reading is free.
Your console. Their app. The same books.
Free for your firm. Free or $15 a month per client.
You decide who pays for each client’s Pro.
Accountants and bookkeepers
$0/month for your firm
- Unlimited clients on one login
- The full Expert console: ledger, reports and lockable periods
- No seat fees and no firm subscription
- Per client, bill Pro to the client through Stripe or to your firm
Plans for your clients
Free
Everyday bookkeeping, with manual entry and imports.
Free plan, $0
No billing cycle. Free stays free.
Start free
No card, no time limit.
What you get
- 1 personal + 1 business
- Unlimited* manual transactions and CSV imports
- 10 receipt and document scans a month. KiwiBooks reads the vendor, date and amount. After 10, enter receipts by hand.
- Mileage tracking for 1 vehicle
Pro
7-day free trialBank sync and automatic categorization to speed up your review.
$15/month
$15/mo, or $120/yr ($10/mo, Save 33%). Renews automatically; cancel anytime in Settings. Try free for 7 days, no card.
Try Pro free for 7 days
No card. Trial ends on Free unless you subscribe.
Everything in Free, plus
- Automatic bank and credit card sync, powered by Plaid
- Automatic categorization and matching that learns from your edits
- 1 personal + up to 9 businesses
- AI agents (MCP) connect for free. Free can read. Pro, including the 7-day Pro trial, can also make changes.
* Fair use limits apply. See Terms.
The KiwiBooks difference.
| Area | KiwiBooks |
|---|---|
| Software per client | Free, or $15/mo |
| Support | We aim to reply within 24 hours |
| Categorization | Automatic, learns from your edits |
| Entity coverage | C, E, F, 1065, 1120, 1120-S |
| Period lock and audit log | Included |
Built on infrastructure you’d pick yourself.
Bank connections
Billing
Hosting
- Bank access tokens encrypted before storage
- Audit log on every change, lockable periods
Questions? Answers.
What is KiwiBooks?
KiwiBooks is bookkeeping software for small businesses and the CPAs who serve them. It manages invoicing, expenses, receipts, mileage, and cash flow in one place, with tax-ready reports across every entity type. Accountants and bookkeepers get free unlimited access to all their clients' books.
Do accountants and bookkeepers pay?
No. Firms use the Expert console free across every client, with no seat fees. When a client wants Pro, the fee is billed to the client or to the firm, whichever you set per client.
Is connecting my bank account secure?
Yes. KiwiBooks uses Plaid, a trusted bank-grade security provider, to handle all bank connections. Your bank credentials are never stored on our servers. They go directly to Plaid, which is used by millions of users and thousands of apps.
What tax forms does KiwiBooks support?
KiwiBooks supports Schedule C (sole proprietorship), Schedule E (rental and royalty), Schedule F (farming), Form 1065 (partnership) with Schedule K-1 shares, Form 1120 (C-Corp), Form 1120-S (S-Corp) with K-1 shares, and a Form 1040 personal consolidator that rolls up every entity. Each one maps to the correct tax-form line items at the category level.
See it on a call. Or start free.
A 15-minute demo, or your firm set up in two minutes.