Built for bookkeeping practices
Take on more clients.Not more late nights.
KiwiBooks does the first pass on every client file: categorization, receipt matching, bank reconciliation, mileage. You review and approve instead of keying in data, so each client takes hours, not days. Grow the practice without growing headcount. Unlimited clients, one login, no seat fees.
No card to start · Unlimited clients · No practice subscription
Platform cost
$0
No seat fees, no firm subscription. Add unlimited clients on one login.
AI confidence
95%
Average match score on bank transactions and receipt OCR.
Time to set up
<2 min
Create your firm, invite the first client, hand them the app.
From tax-season stress to year-round confidence.
Three steps from invite to filed.
Most of the work happens without you. You step in for the judgment calls.
Step 01
Invite.
2 clicksSend a magic link by email. Plaid connects in two clicks. Transactions sync automatically each month.
Step 02
AI does the books.
ContinuouslyClient 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.
Step 03
Lock and export.
One clickAt 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.
Manage your clients and access their books
Acme LLC
sarah@acmellc.co
Beth Carter
beth@bethsbakery.com
Chen Holdings
lin@chenholdings.co
Dunn & Co.
mark@dunnandco.com
Evans Farm
tom@evansfarm.us
Step 01
Invite.
2 clicksSend a magic link by email. Plaid connects in two clicks. Transactions sync automatically each month.
Manage your clients and access their books
Acme LLC
sarah@acmellc.co
Beth Carter
beth@bethsbakery.com
Chen Holdings
lin@chenholdings.co
Dunn & Co.
mark@dunnandco.com
Evans Farm
tom@evansfarm.us
Step 02
AI does the books.
ContinuouslyClient 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.
Finance Hub · 2026 Year to Date
Business Health
You averaged $1,840 net income per week over the last 12 weeks.
Step 03
Lock and export.
One clickAt 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.
Year-end checklist complete
8 of 8 reconciliation tasks done
Schedule C Summary
Net profit $52,780 · ready for 1040
Profit & Loss Report
Income $124,580 · Expenses $42,310
Mileage Log
43 trips · 1,847 miles · $1,237 deduction
Asset Depreciation
5 assets · $18,400 total basis
1099 Vendor Summary
12 vendors · 4 require 1099
Take a closer look.
Every surface your firm and your clients touch. Pick any one to see how it works in practice.
Manage your clients and access their books
Acme LLC
sarah@acmellc.co
Beth Carter
beth@bethsbakery.com
Chen Holdings
lin@chenholdings.co
Dunn & Co.
mark@dunnandco.com
Evans Farm
tom@evansfarm.us
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.
Free for your firm.
Free or $15 for your clients.
Your client gets the KiwiBooks app and you get the full Expert console. The platform is free for your firm, and when a client wants Premium the fee goes to them or to you.
Accountants and Bookkeepers
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
What your clients pay
Clients you add from the Expert console start on 7 days of full Premium with no card. Clients who sign up through your invite link choose Free or the same 7-day trial themselves. Either way, nothing is charged and they land on the free plan unless they choose Premium.
Free
Real books, real tax outputs, no card and no clock.
What you get
- 1 personal account and 1 business
- Every business type: Schedule C, E and F, partnerships (1065), S corps (1120S) and C corps (1120)
- Unlimited* transactions, typed in or imported from CSV
- 25 receipt and document scans a month, with AI extraction and a suggested category
- All reports and tax outputs, including quarterly estimates
- Unlimited* invoices and estimates
- Mileage tracking for 1 vehicle
- Tax-ready categories out of the box
- Free access for your accountant or bookkeeper
No card, no time limit.
Premium
The bookkeeping runs itself. You review it.
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
- Unlimited* receipt and document scanning
- Custom categories
- Unlimited* vehicles
No card to start. Cancel any time.
* Fair use limits apply. See Terms.
Per client you choose: bill Premium to your client through Stripe, or to your firm. Switch any time.
Run a CPA firm? See KiwiBooks for CPAs →
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.
Questions? Send us a message.