Questions? Answers.

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.

There is a free plan that never expires, so a small business can keep real books without paying anything. Pro is $15 a month or $120 a year and adds automatic bank sync, AI categorization, more businesses and unlimited scanning. You can try Pro free for 7 days, no credit card required, and you move to the free plan when the trial ends. Accountants and bookkeepers use KiwiBooks free across all their clients, with no seat fees. For each client on Pro, you choose who covers the fee: bill it straight to your client via Stripe, or put your firm's card on file and fold it into your retainer. Your accounting services stay billed by you, however you price them.

After signing in, go to Settings → Business Setup and click "Add Business." Choose your entity type (Schedule C for sole proprietorship, Schedule E for rental income, etc.), enter your business name and details, and you're ready to start tracking finances.

KiwiBooks supports Schedule C (sole proprietorship), Schedule E (rental and royalty income), Schedule F (farming), Form 1065 (partnership), Form 1120 (C-Corp), Form 1120-S (S-Corp), and Form 1040 personal consolidation. The Chart of Accounts is seeded per entity type so every category maps directly to its tax-form line.

Yes. The free plan covers one personal account and one business. Pro covers one personal account and nine businesses in a single subscription. Switch between them using the business selector in the top navigation.

Currently, KiwiBooks supports CSV import for transactions and contacts. You can upload your exported CSV files from other software through the Finance Hub → Transactions page using the import button.

Yes, and it has no time limit and no credit card. The free plan gives you one personal account and one business, unlimited transactions that you type in or import from CSV, 25 receipt and document scans a month with AI extraction and a suggested category, all reports and tax outputs, unlimited invoices and estimates, mileage for one vehicle, tax-ready categories out of the box, and free access for your accountant. Unlimited here is subject to the fair use limits described in our Terms.

Pro is $15 a month or $120 a year. Paying yearly costs 33% less than paying month to month. On top of everything in the free plan you get automatic bank and credit card sync powered by Plaid, AI auto-categorization and auto-matching, one personal account and nine businesses, unlimited scanning, custom categories, and unlimited vehicles.

Your account moves to the free plan automatically. Nothing is charged, because we never asked for a card to start. Your transactions, receipts, invoices and reports all stay exactly where they are, and you can move to Pro whenever you want.

Any time, from your billing page. Pro runs to the end of the period you already paid for and your account then moves to the free plan. Nothing is deleted.

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.

Go to Settings → Bank Connections and click "Connect Bank." Follow the secure Plaid-powered flow to search for your bank, log in with your credentials, and select the accounts you want to link. Your transactions will start importing automatically. Automatic bank sync is part of Pro, and it is included in the 7-day Pro trial you can start at any time.

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.

KiwiBooks supports Checking, Savings, Credit Card, Investment, Loan, and other account types. All are linked through our secure Plaid integration, which connects to thousands of financial institutions.

This typically happens when your bank's security requires you to re-verify your identity. Go to Settings → Bank Connections, find the affected connection, and click "Reconnect." You'll go through the Plaid flow again to re-authorize access.

In the Finance Hub → Transactions, click on a transaction to open it and select a category from your Chart of Accounts. KiwiBooks also suggests categories based on your past entries and the merchant name to speed up the process.

In Finance Hub → Transactions, click the "Add Transaction" button. Fill in the date, description, amount, and select the appropriate account and category. You can also attach a receipt or link an invoice to the transaction.

Yes. On the Transactions page, click the import button and upload your CSV file. KiwiBooks will map the columns to the correct fields and let you review the transactions before importing them all at once.

Reconciliation means matching a transaction with supporting documentation like a receipt, invoice, or bank statement. This confirms the transaction is accurate and complete, which is essential for clean bookkeeping and tax preparation.

When you upload a receipt, KiwiBooks automatically scans it using OCR (Optical Character Recognition) to extract the vendor name, date, amount, and other details. You'll see a confidence score and can review or correct any extracted data before linking it to a transaction.

KiwiBooks accepts common image formats (JPG, PNG) and PDF files for receipts and documents. The OCR system works best with clear, well-lit photos or scans of your receipts.

Processing = OCR is scanning your document. Needs Review = data was extracted and needs your confirmation. Suggested = a matching transaction was found. Linked = successfully attached to a transaction. Not Linked = no match found yet. Duplicate = a similar document already exists.

Go to Finance Hub → Invoices and click "Create Invoice." Add your client (or create a new contact), add line items from your product/service catalog or enter custom items, set payment terms, and save. You can then download the PDF or share it with your client.

Yes. KiwiBooks supports both invoices and estimates. Estimates follow a similar creation flow and can have statuses like Draft, Sent, Accepted, or Rejected. Once accepted, you can easily convert an estimate into an invoice.

The Invoices page shows the status of every invoice, including any that are overdue. You can also see invoice insights, a summary showing total outstanding, overdue amounts, and status breakdowns, at the top of the Invoices page.

Go to Finance Hub → Mileage to record trips. Add your vehicle first, then log each trip with the start/end addresses, distance, and business purpose. KiwiBooks calculates your deduction using either the Standard Mileage Rate or Actual Expenses method.

Standard Mileage Rate uses the IRS per-mile rate (e.g., 72.5 cents/mile) multiplied by your business miles. Actual Expenses tracks real costs like gas, insurance, repairs, and depreciation, then applies your business-use percentage. KiwiBooks can calculate both so you can choose the higher deduction.

Yes. You can export your trips as a CSV file from the Mileage page. This is useful for sharing with your tax preparer or keeping offline records. The export includes trip dates, addresses, distances, and business purpose.

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.

KiwiBooks estimates your quarterly taxes based on your year-to-date income, expenses, and self-employment tax obligations. Visit the Tax Center to see estimated amounts and due dates for each quarter so you can make timely payments.

Yes. The Tax Center includes a Home Office module where you can calculate your deduction using either the Simplified Method (flat rate per square foot) or the Regular Method (actual expenses proportional to office space).

Each business entity has its own tax summary with separate income, expenses, and deductions. The Tax Center aggregates all businesses to give you a complete tax picture, while still allowing you to drill down into each entity individually.

KiwiBooks offers Profit & Loss (P&L), Balance Sheet, Assets & Depreciation, Detailed Transactions, Mileage Summary, General Ledger, 1099 Vendor Payments Tracker, and Customer Statements. All reports can be filtered by date range, tax year, and business.

The 1099 Tracker helps you identify vendors you've paid $600 or more during the tax year, which may require you to issue a 1099-NEC or 1099-MISC form. It aggregates payments by vendor and flags those above the reporting threshold.

Go to Finance Hub → Assets to add depreciable assets. Enter the asset name, cost basis, date placed in service, and select a depreciation method (De Minimis, Section 179, Bonus, or MACRS). KiwiBooks automatically calculates annual depreciation and tracks accumulated amounts.

KiwiBooks supports De Minimis (expense items under $2,500 immediately), Section 179 (full deduction in the first year up to the limit), Bonus Depreciation (100% first-year deduction for qualifying assets), and MACRS (Modified Accelerated Cost Recovery System with standard IRS recovery periods).

The Chart of Accounts is the list of categories used to classify your transactions (income, expenses, assets, liabilities, etc.). Go to Settings → Chart of Accounts to view and customize it. Each account maps to a specific tax form line for accurate reporting.

Go to Finance Hub → Contacts to add and manage your clients and vendors. You can store contact details, multiple email addresses and phone numbers, and track tax-related info like 1099 exemption status and whether a W-9 is on file.

Yes. When transactions are imported from your bank, KiwiBooks learns merchant names over time and can automatically match them to existing contacts. This helps keep your vendor records organized without manual data entry.

Bank connections use Plaid, and bank access tokens are encrypted before storage. KiwiBooks runs on AWS. You control which accounts you connect and who you invite to collaborate. Our Privacy Policy explains how we handle your data.

Yes, for free! You can invite your accountant, bookkeeper, or tax advisor to view and collaborate on your books in real-time. There's no extra charge for accountant access.

The lock period lets you prevent changes to transactions in prior tax years. Once locked, no one can edit, add, or delete transactions in that period. This protects your filed tax records from accidental modifications.

Yes. Go to Settings → Audit Log to see a chronological record of all actions taken in your account, including who made changes and when. This is useful for accountability and for working with advisors.