Accounting software
for individuals &
small businesses
Firm Books brings double-entry bookkeeping, invoicing, bill management, and financial reporting to everyone — from solo entrepreneurs to growing firms. One transparent price. No hidden tiers.
Monthly Overview
$48,250
Income
$32.1k
Expenses
$12.4k
Net
$19.7k
Built for
Everything you need to run the books
Powerful enough for a firm. Simple enough for a solo founder. All included in the base plan.
Transactions
Track income and expenses with auto-categorization rules, tags, bank reconciliation, and Plaid bank connections.
Invoicing
Line-item invoices with sales tax, recurring billing, online payments, and automated reminders.
Bill Management
Vendor bills with approval workflow, scheduled payments, and recurring bills.
Double-Entry Books
Customizable chart of accounts, journal entries, period close, and a full audit log.
Reports & Taxes
P&L, balance sheet, cash flow, budgets, 1099s, sales tax, and Schedule K-1 — ready anytime.
Firm Management
Client management, staff permissions, deadline calendar, email templates, and custom fields.
Everything's included — except AI
Advanced analytics, API access, client portals, and every other feature are all in the $19.99 base plan. Only the AI features that carry real per-use costs are priced separately.
ZOE AI Assistant
Ask questions in plain English and get answers from your financials.
AI Receipt Scanning
Snap a photo — AI extracts the amount, vendor, and date for you.
AI Document Extraction
Turn a stack of paper into clean records in seconds.
Have your own OpenAI, Anthropic, or Google API key? Bring it — receipt scanning and document extraction run on your key, so you skip our per-use AI charges entirely.
14-day
Free trial
Double-entry
Accounting built in
Bank-grade
Security & isolation
No credit card
Required to start
Ready to take control of your books?
Individuals and small businesses use Firm Books to stay on top of their finances.
14-day free trial — no credit card required.