Built for bookkeeping practices
Take on more clients.Not more late nights.
Manage every client in one place. Pro handles bank sync and suggests categories and matches, so you can focus on reviewing the books.
No card to start · Unlimited clients · No practice subscription
Platform cost
$0
No seat fees, no firm subscription. Add unlimited clients on one login.
First pass
AI
Suggested categories and matches. You review the results.
Expert console
1
Your entire client portfolio. One place to review the books.
From tax-season stress to year-round confidence.
Three steps from invite to tax-ready.
A shared workflow for your firm and your clients.
- Step 01
Invite your clients
Send an email invite. Clients can start on Free with manual entry and imports, or choose Pro for automatic bank sync.
- Step 02
Review the books
Clients add receipts, bills, and mileage. Pro suggests transaction categories and matches for you to review.
- Step 03
Lock and export
Lock completed periods and export financial statements and tax reports for your tax preparer or filing software.
KiwiBooks prepares the reports. You or your tax preparer file the returns.
Take a closer look.
Explore the tools your firm and your clients use, from receipts to reports.
Invite clients, check their status, and switch between client books from one console.
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
Free for your firm
Your clients get the KiwiBooks app. You get the full Expert console.
Pro is optional, paid by your client or your firm.
Accountants and bookkeepers
$0/month for your firm
- Unlimited clients
- Full Expert console
- No seat fees
Choose a plan for each client
Start clients on Free, or offer a 7-day Pro trial. The trial ends on Free unless your client or firm subscribes.
Free
No subscription needed
Everyday bookkeeping, with manual entry and imports.
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
- Mileage tracking for 1 vehicle
Pro
Bank sync and AI suggestions to speed up your review.
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
- Unlimited* receipt and document scanning
- Custom categories and unlimited* vehicles
Included in both plans
- Unlimited* invoices and estimates
- Financial reports and tax estimates
- Free accountant or bookkeeper access
Supports sole proprietors, rentals, farms, partnerships, S corporations, and C corporations. Includes tax-ready categories and preparation reports; KiwiBooks does not file returns.
* Fair use limits apply. See Terms.
Per client you choose: bill Pro 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.