KiwiBooks

Built for CPA firms

We do the messy bookkeeping.You do the advice and the filings.

KiwiBooks automates the work CPAs don’t want to do: categorization, receipt matching, bank reconciliation, mileage, quarterly estimates, customer support. You stay in advisory and tax filings, where your hours are actually worth billing. Unlimited clients, one login, no seat fees.

Start free in 2 minutes
Right now, Kiwi isCategorizing…Reconciling…Estimating…

No card to start · Unlimited clients · No firm subscription

Your firm pays

$0

No seat fees, no firm subscription, no per-client billing.

AI confidence

0%

Average match score on bank transactions and receipt OCR.

Time to set up

<0 min

Create your firm, invite the first client, hand them the app.

From tax-season stress to year-round confidence.

Bank-level 256-bit encryption
Connects to 10,000+ banks
Review us on G2

Three steps from invite to filed.

Most of the work happens without you. You step in for the judgment calls.

Step 01

Invite.

2 clicks

Send a magic link by email. Plaid connects in two clicks. Transactions sync automatically each month.

app.kiwibooks.ai/expert
K

Expert Dashboard

Manage your clients and access their books

Active Clients
12
14 businesses
Pending Invites
2
awaiting acceptance
Avg. Substantiation
94%
across active clients
Upcoming Deadlines
6
upcoming reminders

Client Portfolio

14 clients linked to your practice

Acme LLC

sarah@acmellc.co

Active

Beth Carter

beth@bethsbakery.com

Active

Chen Holdings

lin@chenholdings.co

Active

Dunn & Co.

mark@dunnandco.com

Review

Evans Farm

tom@evansfarm.us

Active

Foster Inc.

priya@fosterinc.io

Review
Showing 6 of 14 clients
1 of 3

Step 02

AI does the books.

Continuously

Client uploads receipts, bills, and mileage in the app. AI categorizes at 95%, maps each line to the right IRS form, calculates tax estimates and sends quarterly reminders.

app.kiwibooks.ai
S
KFinance HubTax CenterReports

Year so far

Tax year 2026

Income
$124,580
Expenses
$42,310
Mileage
1,847 mi
Net
$82,270
Year so far
Income$124,580
Expenses$42,310

Recent transactions

Apr 12Amazon$128.40✓ Office
Apr 08Whole Foods$67.22⚠ Review
Apr 03AMZN MKTP US$24.99✓ Supplies
Kiwi

Step 03

Lock and export.

One click

At year-end, reports and tax forms are ready to export and file. P&L, balance sheet, every supporting schedule, every IRS form, all in one xlsx. Hand it to the preparer or file it yourself.

Tax Package — 2025

Ready to file

Year-end checklist complete

8 of 8 reconciliation tasks done

Schedule C Summary

Net profit $52,780 · ready for 1040

PDF

Profit & Loss Report

Income $124,580 · Expenses $42,310

PDF

Mileage Log

43 trips · 1,847 miles · $1,237 deduction

PDF

Asset Depreciation

5 assets · $18,400 total basis

PDF

1099 Vendor Summary

12 vendors · 4 require 1099

PDF

Take a closer look.

Every surface your firm and your clients touch. Pick any one to see how it works in practice.

app.kiwibooks.ai/expert
K

Expert Dashboard

Manage your clients and access their books

Active Clients
12
14 businesses
Pending Invites
2
awaiting acceptance
Avg. Substantiation
94%
across active clients
Upcoming Deadlines
6
upcoming reminders

Client Portfolio

14 clients linked to your practice

Acme LLC

sarah@acmellc.co

Active

Beth Carter

beth@bethsbakery.com

Active

Chen Holdings

lin@chenholdings.co

Active

Dunn & Co.

mark@dunnandco.com

Review

Evans Farm

tom@evansfarm.us

Active

Foster Inc.

priya@fosterinc.io

Review
Showing 6 of 14 clients
1 of 3

CPA Admin panel.

Manage every client from one console. Invite clients with one click, track which books need review, and switch between client files without changing accounts.

Your firm pays $0.
Your clients pay $15.

A bookkeeping platform that doesn’t add a line to your P&L.

Your client gets an app

Every client gets the KiwiBooks app on their phone or computer. Receipts, mileage, income, all in one place.

You get a platform

Unlimited clients, real-time collaboration, dedicated technical support for you and your clients.

Clients pay $15/month

Stripe-billed direct to the client. 30-day free trial. Your firm doesn’t touch billing.

One price. For your client.
You pay nothing.

No tiers. No per-seat math. Your firm pays $0. Each client pays $15/month.

For CPA firms

Accountants and Bookkeepers

$0/month

Full Expert console. Unlimited clients. No firm subscription.

  • Unlimited client access
  • Real-time collaboration
  • Multi-client dashboard
  • AI-powered categorization
  • Audit-ready records
  • Lock period
  • Deduction finder
  • Under 24h support turnaround
  • IRS-ready reports: Schedules C/E/F, 1040
  • Standard reports: P&L, Balance Sheet, Fixed Assets, Customer Statements, 1099 Tracker
Start free, unlimited clients

Business Owners

$15/month

After 30-day free trial. No card to start.

  • Conversational AI bookkeeping
  • Securely connects to 10,000+ banks with Plaid
  • Bank reconciliation with smart auto-categorization
  • Receipt scanning & auto-matching
  • Professional invoicing & estimates
  • Mileage tracking
  • Annual and quarterly tax estimates
  • Tax-ready reports
  • Up to 6 business entities
  • Unlimited transactions
  • Unlimited CPA access
Try 30 days free, no card needed

Your client pays directly via Stripe. You never see an invoice.

The KiwiBooks difference.

Your firm’s current setup vs. what changes when every client is on KiwiBooks.

Software cost per client

$50-200/mo (QuickBooks Online + add-ons + integrations)
$15/mo flat. Your client pays via Stripe directly.

Cost for the CPA to use

$30-100/mo per seat, charged to your firm
$0 for the firm. Unlimited clients. One login.

Support response

3-5 day ticket queue, business hours, no live chat
Under 24h response. In-product AI chat for instant answers. Searchable FAQ.

AI categorization

Manual or 60-70% accuracy, retraining required
95% confidence, mapped directly to IRS form lines

Entity coverage

Schedule C / E only on lower tiers, extras gated
Sch C/E/F + Form 1065/1120/1120-S + 1040 consolidator

Period lock + audit log

Paid add-on, or missing entirely
Built in. Included. Real lock, not a soft warning.

Entity coverage

Schedule CSole prop / freelanceSchedule ERentalSchedule FFarmForm 1065PartnershipForm 1120C-CorpForm 1120-SS-CorpForm 1040Personal consolidator
Start my free trial

Built on the infrastructure you’d pick yourself.

Bank data, billing, and hosting through the platforms a CPA already trusts.

Plaid

Bank linking, 10,000+ institutions

Stripe

Client billing handled end-to-end

AWS

Hosted on Amplify, region-isolated

Encrypted at rest

Bank tokens never leave KMS

Audit log

Every change tracked, lockable periods

Questions, answered.

Everything you need to know about KiwiBooks for CPAs and the small businesses they serve.

Your client. The platform is free for accountants and bookkeepers. Each client you invite pays $15/month directly via Stripe after a 30-day free trial. You don’t see invoices, you don’t process payments, and there’s nothing to pass through your firm’s books.

A mobile-first Simple view: Income, Expenses, Trips. They upload receipts, the AI categorizes them, and bank-synced transactions appear in clean rows. They never see a Chart of Accounts, journal entries, or anything the average business owner shouldn’t touch. You see the full Expert console with everything.

Yes. Bank history syncs through Plaid for the past two years on most institutions. You can also CSV-import historical transactions and the AI will categorize them in bulk against the entity-appropriate Chart of Accounts.

Bank linking goes through Plaid. We never see or store credentials. Plaid access tokens are encrypted in AWS KMS. The app runs on AWS Amplify with region-isolated infrastructure. Every write is captured in an audit log; periods can be locked once reviewed.

Schedule C (sole prop / freelance), Schedule E (rental), Schedule F (farm), Form 1065 (partnership), Form 1120 (C-Corp), Form 1120-S (S-Corp), and Form 1040 personal consolidator. The Chart of Accounts is seeded per entity type and categories map directly to form lines.

Stripe charges the client $15/month automatically. If billing fails, the client gets a soft paywall on writes (read still works) and you see a yellow flag on their row in the Expert dashboard, so you can nudge them or pay on their behalf.

Yes. The Expert console has a real period lock that hard-stops writes before the lock date, not just a soft warning. Combined with the audit log, you can be confident the books didn’t change after your review.

KiwiBooks only bills your client for software use. Any accounting services you provide are billed directly by you through your preferred methods and are not combined with our fees.
View all FAQs and comparisons →

See it on a call.
Or start free.

A 15-minute demo walks the CPA console, the client experience, and the tax export. Or set up your firm in two minutes and explore on your own.

Start free for your firm

Questions? Send us a message.

Not a CPA?

KiwiBooks works for business owners too.

AI that categorizes, scans receipts, and keeps your books tax-ready. $15/month after a 30-day free trial, no card to start.

See KiwiBooks for business owners