Like Hiring a Business Manager for $19/mo
You didn't start consulting to chase invoices and reconcile expenses. Books handles the business side — invoicing, expenses, reports, bank sync or CSV import — so you can focus on client work.
Built for independent consultants, freelancers, and solo professionals
1 click
Notes to invoice
Auto
Payment reminders
Real-time
P&L visibility
1 app
For everything
Sound Familiar?
!Your Monday morning right now
- ✗Spend 2 hours in spreadsheets catching up on last week's billing
- ✗Realize you forgot to invoice that client from 3 weeks ago
- ✗Dig through email for that receipt you need for expenses
- ✗No idea if you're actually profitable this quarter
- ✗Dread tax season because nothing is organized
✓Your Monday morning with Books
- ✓Invoices went out automatically after each session
- ✓Payment reminders chased overdue clients for you
- ✓Bank transactions imported and categorized overnight
- ✓P&L report shows you're up 12% from last quarter
- ✓Tax-ready reports exportable in one click
Everything You Need, Nothing You Don't
Built for consultants who want to run a real business without becoming a full-time bookkeeper.
Stop Chasing Payments
Auto-reminders nudge clients before invoices go overdue. Payment links let them pay in one click — no more awkward follow-up emails.
Know Exactly Where You Stand
Real-time P&L shows your income vs expenses at a glance. No more end-of-month surprises or guessing if you can afford that new tool.
Turn Session Notes Into Invoices
Paste "3 hrs strategy @ $150" and AI builds a professional invoice in seconds. Bill clients right after a session, not three weeks later.
Bank Transactions, Auto-Categorized
Connect your bank through Plaid. Transactions flow in and get categorized automatically — no more manual data entry or lost receipts.
Tax Time Without the Panic
Expenses are categorized all year. When your accountant asks for numbers, export a clean report in one click instead of digging through shoe-boxes.
One Place, Not Five Apps
Invoicing, expenses, bank sync, reports, and client management in a single dashboard. Cancel the spreadsheet, the receipt app, and the reminder tool.
Trusted by Independent Consultants
Join consultants and freelancers who stopped juggling spreadsheets and started running their business with confidence.
Free forever plan available. No credit card required.
Tax Time and Bank Feeds, Handled
Real tax filing, real bank sync — with a working fallback when banks or regulators get in the way.
1099-NEC e-filing (US)
Generate and e-file 1099-NEC forms directly to the IRS via TaxBandits. No printing, no mailing.
T4A forms (Canada)
Generate T4A-ready PDFs today. CRA XML e-filing is on our roadmap — expected shortly.
Bank sync or CSV import
Plaid bank sync for supported institutions. Not supported? CSV import works for every bank that exports statements.
Working with multiple clients? For accountants & bookkeepers →
Full Accounting from $19.99/mo
Six things that used to eat your evenings and weekends — handled automatically so you can focus on billable work.
Get Paid Faster
Send professional invoices with one-click payment links. Auto-reminders follow up before invoices go overdue so you never have to send an awkward "just checking in" email again.
Know Your Numbers
Real-time P&L reports show exactly where your money comes from and where it goes. Monthly breakdowns, category analysis, and exportable reports — no accounting degree required.
Stop Losing Receipts
Connect your bank through Plaid and transactions flow in automatically. Categorize expenses as they happen — no more digging through shoe-boxes at tax time.
Invoice in 30 Seconds
Paste rough session notes like "3 hrs strategy @ $150" and AI builds a professional, itemized invoice. Pick from 15+ templates designed for consultants and freelancers.
Tax Season, Handled
Expenses categorized all year. Export clean reports for your accountant in one click. Generate 1099 and T4A forms for contractors on Business plan.
Your AI Business Assistant
SenseBot surfaces trends in your billing and cash flow. Smart suggestions help you optimize payment terms, spot late-paying clients, and understand where your time is most profitable.
Built by one of you, for people like you
We're early. These are honest words from our founder and the first people running their books on FutureSense AI.
"I built this because I was sending invoices at midnight and chasing payments at lunch. $30/mo for the things a real business manager would do — that's the promise."
"Auto-reminders chase payments for me. I got paid 6 days faster on average and I don't feel like a nag anymore."
"My bookkeeper cost more than my entire tool stack. I replaced her with this for $30/mo and my books are cleaner."
"Invoices used to take me 20 minutes. Now I paste 'shoot @ $500' and it's done. Clients pay before I've packed up my gear."
Start Free, Scale When Ready
Unlimited invoices and quotations — free forever. No credit card required.
Grow through Starter, Professional, and Business — each tier unlocks more power.
Free
Get started invoicing
- ✓Unlimited invoices & quotations
- ✓Basic invoice templates
- ✓PDF export
- ✓Email sending
- ✓Customer management
- ✓Manual payment tracking
- ✓Email support
- ✓❌ No Stripe payment collection
- ✓❌ No advanced templates or branding
- ✓❌ No recurring invoices
- ✓❌ No expenses or accounting
- ✓❌ No AI analytics
- ✓❌ No QuickBooks integration
Starter
More templates & tax rates
- ✓Unlimited invoices & quotations
- ✓5 professional templates
- ✓PDF export & email sending
- ✓Customer management
- ✓Manual payment tracking
- ✓Basic tax rates
- ✓Email support
- ✓❌ No Stripe payment collection
- ✓❌ No custom branding
- ✓❌ No recurring invoices
- ✓❌ No expenses or accounting
Professional
Payments & expense tracking
- ✓Everything in Starter, plus:
- ✓✅ Custom branding (logo & colors)
- ✓✅ Client portal
- ✓✅ Stripe payment collection (ACH + cards)
- ✓✅ Automated email reminders
- ✓✅ Recurring invoices
- ✓✅ Expense tracking
- ✓✅ Basic financial reports (P&L)
- ✓❌ No full accounting (CoA, JEs)
- ✓❌ No QuickBooks / Plaid
- ✓❌ No AI analytics
Business
Full accounting + AI
- ✓Everything in Free, plus:
- ✓500 credits/month included
- ✓
- ✓💼 FULL ACCOUNTING SYSTEM
- ✓✅ Chart of Accounts with templates
- ✓✅ Double-entry bookkeeping (auto journal entries)
- ✓✅ Balance Sheet reports
- ✓✅ Enhanced P&L with account-level detail
- ✓✅ Bank reconciliation
- ✓✅ Expense tracking with auto-journal entries
- ✓✅ Account transaction drill-down
- ✓✅ Sales tax/VAT management & filing reports
- ✓✅ Tax liability tracking by jurisdiction
- ✓
- ✓✅ All premium templates + custom templates
- ✓✅ Custom branding (logo & colors)
- ✓✅ White-label branding
- ✓✅ Client portal
- ✓✅ Stripe payment collection (ACH + cards)
- ✓✅ Automated email reminders
- ✓✅ Recurring invoices
- ✓✅ QuickBooks integration
- ✓✅ Bank sync via Plaid
- ✓✅ Advanced AI analytics with Gemini
- ✓✅ INCLUDES: Basic CRM (100 contacts)
- ✓Priority phone & email support
- ✓Multi-currency support
- ✓Early access to new features
Pay-as-you-go Credits
Not ready for a subscription? Buy credit packs starting at $5 to unlock premium features like AI analytics, advanced templates, QuickBooks sync, and more — no monthly commitment needed. Business subscribers get 500 credits/month included.
Frequently Asked Questions
Common questions from consultants and freelancers
Not at all. Books was designed for people who run a business, not accountants. Start with invoicing on the free plan and add expenses, bank sync, and reports as you grow. Most consultants are fully set up in under 10 minutes.
QuickBooks is built for accountants and bookkeepers — it's powerful but complex. Books is built for the person doing the work. You get invoicing, expenses, bank sync (or CSV import when your bank isn't on Plaid), and reports without the learning curve. And if you do have an accountant, they can manage your books through our multi-entity mode.
Yes. Paste your session notes (e.g., "3 hrs strategy @ $150") and AI builds a professional invoice in seconds. Your client gets a payment link and you get paid faster.
Absolutely. Expenses are categorized all year long. When tax season arrives, export a clean report for your accountant in one click. On the Business plan, you can also generate 1099 and T4A forms for contractors.
Three things: (1) Smart Input converts rough notes into structured invoices, (2) SenseBot analyzes your billing and cash flow to surface trends, and (3) smart suggestions help you optimize payment terms and spot issues early. All AI features use credits included in paid plans.
Yes. We integrate with Plaid so you can connect bank accounts and automatically import transactions. They get categorized for you — no more manual data entry or lost receipts. Available on Professional and Business plans.
There's a free plan with core invoicing that never expires. Professional starts at a low monthly price and adds expenses, bank sync, and reports. Business adds full accounting, multi-entity management, and tax forms. Check the pricing section for current rates.
Yes. The free plan gives you full invoicing with no time limit. You can also try the AI invoice generator right on this page — no signup required. When you're ready for more, upgrade any time.
Yes. Connect your Stripe account and your clients can pay invoices with cards or ACH bank transfers through one-click payment links. Payments are tracked automatically in your dashboard.
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