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Everything the books need.

Every screen here is the real app.

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Capture.

Everything reaches the books without retyping.

A Chase connection with a checking account and a credit card, set to sync automatically.
Pro

Bank and card sync

Connect checking, savings and credit cards through Plaid. New transactions sync automatically, so the books stay current without anyone downloading a statement.

A scanned receipt beside the vendor, date and amount KiwiBooks read from it.
Free and Pro

Receipt capture and matching

Photograph a receipt or upload a PDF. AI reads the vendor, amount and date. When a bank transaction matches, KiwiBooks points to it, and you attach the receipt in one click.

Mileage for a 2024 Honda CR-V: total miles, deductible miles, the deduction and the IRS rate for 2026.
Free and Pro

Mileage and vehicles

Track trips and vehicle costs across every business. Kiwi calculates both the standard mileage rate and actual expenses, so you can take the bigger deduction.

An invoice preview before it is created, with the line item and amount due.
Free and Pro

Invoices and estimates

Write invoices and estimates on any plan, with the payment handles your clients already use, and see what is paid and what is still out. On Pro, send them by email straight from KiwiBooks.

Understand.

Every line categorized and rolled into what you owe.

Two transactions in KiwiBooks, each with a suggested category, an Apply button and why it was suggested.
Pro

AI categorization

Kiwi reads each transaction, picks a category and maps it to the line it belongs on in the tax forms. You confirm the judgment calls. The rest is already done.

Quarterly estimated payments: three quarters paid and the last one still to come.
Free and Pro

Quarterly tax estimates

Plan your estimated payments on last year’s safe harbor or on your current books, with every amount and due date laid out. Record each payment as you make it. The home-office calculator compares the actual and simplified methods for you.

The business types KiwiBooks supports, each with its tax form, from Schedule C to Form 1065.
Free and Pro

Every entity, one login

Schedule C, E and F, partnerships, S corps and C corps all work on every plan. Pro covers your personal books plus 9 businesses on one subscription.

File.

Year end is an export, not a project.

A Profit and Loss report for the year with an Export CSV button.
Free and Pro

Tax-ready export

At year end, export one xlsx with a cover sheet, the 1040, Schedules C, E, F and SE, Forms 1065, 1120 and 1120-S, and Form 4562. Hand it to your preparer or file it yourself.

Accounting period locks: books locked through June 30, 2026.
Free and Pro

Audit trail and locked periods

Every change is recorded in an audit log. Lock a period once it is filed, and the numbers you reported cannot drift.

Work together.

Your accountant and your AI agent work in the same books.

The expert console: active clients, the next tax deadline, and each client’s tax timeline.
Free for firms

Built for your accountant

Accountants manage every client from one console: see which books need review, open the ledger, lock periods and export. The firm pays nothing, with no seat fees. Clients can switch to a Simple view that keeps the accounting out of the way.

The Connect an AI agent page with the command that connects Claude Code through MCP.
Pro

AI agents, through MCP

KiwiBooks runs an MCP server, so AI agents can work in your books remotely: read the numbers, answer questions and write entries, from logging a receipt to recording a transaction. Read and write access is part of Pro.

Start free. Add Pro when you want it to run itself.

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