“What really sets it apart 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.
Tax-ready books for every client, built for accountants, bookkeepers and tax pros. AI categorizes, you review, and every schedule exports in one workbook. You and your clients work in the same books, all year.
What tax 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
“After 35 years as a CPA, I was impressed with KiwiBooks' focus on simplicity and value for small businesses and accounting professionals.”
Kevin A. Marshall, CPA
BOSS Financial Group
“I really like that KiwiBooks is simple, clean, and easy to use without feeling overwhelming.”
Abbey Shohan, Bookkeeping Specialist
Dollars and Sense
Three steps from invite to filed.
Most of the work happens without you.
- 01
Invite.
One email invite, and your client is in.
- 02
AI does the books.
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.
One workbook. Every form, every line.
Safe-harbor 1040-ES plans, quarter by quarter.
Let Claude, ChatGPT or any MCP agent read and write your books.
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.
$0forever
No billing cycle. Free stays free.
Start free
No card, no time limit.
What you get
- 1 personal account and 1 business
- Unlimited* manual transactions and CSV imports
- 25 receipt and document scans a month with AI extraction. After 25, enter receipts by hand.
- Mileage tracking for 1 vehicle
Pro
7-day free trialBank sync and AI suggestions to speed up your review.
$15/month
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
- AI auto-categorization and auto-matching
- 1 personal account and 9 businesses
- Read and write access for AI agents through MCP
* Fair use limits apply. See Terms.
The KiwiBooks difference.
| Area | Typical setup | KiwiBooks |
|---|---|---|
| Software per client | $50–200/mo | Free, or $15/mo |
| Cost to the CPA | $30–100/mo per seat | $0 |
| Support | 3–5 day queue | Under 24 hours |
| Categorization | Manual | AI-assisted |
| Entity coverage | Sch C and E on lower tiers | C, E, F, 1065, 1120, 1120-S |
| Period lock and audit log | Paid add-on | 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 an AI-powered bookkeeping platform 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.