We believe in being straight with you. This page covers everything that's built and working, what's available as a premium add-on, and what we don't do (yet). No inflated claims — just where the product actually stands.
Full bookkeeping, invoicing, reporting, and firm management — $19.99/month after a 14-day trial.
Income, expenses, and transfers with tags for dimensional reporting.
Rules engine that matches on description, vendor, or regex to assign accounts automatically.
Pre-seeded, fully customizable double-entry chart of accounts.
Manual double-entry journal entries with balanced debit/credit validation.
Connect bank accounts via Plaid (bring your own credentials) to auto-import and categorize transactions — firm-level or per-client.
Match imported transactions to statements and mark them reconciled.
Lock historical periods to prevent edits to closed books.
Line-item invoicing with per-line sales tax, custom invoice footer, and branded preview.
Auto-generate invoices on a monthly, quarterly, or annual schedule.
Clients pay invoices via Stripe checkout links — no portal login required.
Configurable reminder cadence (pre-due, post-due, final notice) sent automatically.
Generate client statements with outstanding balances and payment history.
Track vendor bills with due dates, categories, and approval workflow.
Multi-step approval before payment — pending, approved, scheduled, paid.
Auto-generate recurring bills for rent, software, and other fixed costs.
Track stock on hand, unit cost, reorder points. Sales auto-post COGS journal entries.
Vendor and customer directory with type, email, phone, and address.
Attach receipt photos or PDFs to any transaction or bill for your records.
P&L, Balance Sheet, Cash Flow, Trial Balance, and General Ledger.
Monthly budgets per account with variance reporting.
Aggregate financials across all clients or view firm-level totals.
1099-NEC vendor reporting, sales tax by US state, and Schedule K-1 partner tracking.
Estimated quarterly tax projections based on year-to-date profitability.
Save report configurations with filters and date ranges for one-click access.
Organize clients with status tracking, contacts, and per-client financials.
Financial deadline tracking with auto-seeded federal/state tax dates and reminders.
User-defined fields on transactions, clients, and invoices — text, number, date, or dropdown.
Every create, update, and delete is logged with user, timestamp, and field-level diffs.
Granular, module-level permissions per staff member — full, edit, view-only, or hidden.
Customize invoice, statement, reminder, and notification email templates with variables.
Custom logo, accent color, and invoice footer per firm portal.
Full JSON backup/restore and CSV import for bulk data migration.
Daily email digest of financial activity sent to the firm owner.
KPI dashboard with revenue and expense forecasting, cash flow projections, and client profitability analysis.
Generate API keys to pull firm data into external systems, build custom dashboards, or sync with other tools.
Secure, branded client portals for document sharing, messaging, and invoice viewing — with role-based access.
In-portal support ticketing with threaded conversations and status tracking — talk to the Firm Books team without leaving your portal.
Everything else is included in the $19.99 base. These AI features carry real per-use costs, so they're priced as optional add-ons.
Natural-language financial queries — ask "What was our best month?" or "Show me unusual expenses." ZOE reads your transactions, invoices, and reports, and proactively flags anomalies. A true AI co-pilot for your books.
Priced separately — contact us for details.
Snap a photo or upload a receipt and AI automatically extracts the amount, date, vendor, tax, and category — no manual data entry. (Receipt attachment is included in the base; AI extraction is the premium upgrade.)
Priced separately — or use your own AI key (see below).
Upload invoices, bills, or statements and AI extracts structured data into your books automatically — turn a stack of paper into clean records in seconds.
Priced separately — or use your own AI key (see below).
If you have your own OpenAI, Anthropic, or Google API key, you can plug it into your firm settings. Receipt scanning and document extraction will run on your key — so you get the AI features without our per-use charges. The key is stored owner-only and you accept a security disclaimer before it's used. ZOE AI remains managed by us.
Want to add AI to your plan? Contact us for pricing and availability.
We'd rather tell you upfront than have you discover it later.
Firm Books is built for US-based firms. No multi-currency support — everything is in USD.
Firm Books handles bookkeeping, invoicing, and reporting — not payroll. Integrate with your existing payroll provider.
Built for financial management, not billing-by-the-hour time tracking.
We're actively improving Firm Books. Expanded tax forms and more integrations are on our roadmap. If a specific capability is a dealbreaker for you, let us know — it helps us prioritize.
Every feature in the base plan, no credit card required.