Values-aligned business tech
KeepwiseBooks gives small business owners, churches, and households clear financials, honest reporting, and the financial clarity to steward what God has entrusted to them—without the bloat, noise, or ideology of legacy software.
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Trusted by businesses nationwide
Up to Date Reporting, Always
Get a high-level view of performance at a glance. The dashboard updates automatically, even without finalizing categorizations, to give you a real-time directional outlook.
Easily and intuitively review critical financial statements for any period. Profit & Loss, Balance Sheet, and Cash Flow Statement are easy to find and exportable to Excel with a click.
Download year-end financial statements, trial balance, and general ledger with a click. Everything is already formatted to send along to your tax preparer for an efficient tax season.
Create and track invoices and vendor bills in platform, then review reports on both accrual and cash basis to better understand the strength of operating performance and collections.
Security by Default
Our AI-powered bookkeeping copilot will prompt you whenever there's an action needed to keep things up-to-date. Review transactions, upload statements, and see the status of your books month over month.
Easily and securely add accounts to the platform through our Plaid integration. Transactions will automatically flow through to KeepwiseBooks for you to take the next steps.
We built our interface with simplicity in mind. All transactions flow through to the same tab, where you can filter down to specific accounts as desired. Selecting and confirming the category couldn't be easier.
Tailor your financial structure to match your business needs with a fully customizable chart of accounts. Organize income, expenses, assets, and liabilities exactly how you want.
Collaborate seamlessly with your entire team without worrying about user limits or additional fees. Grant access to accountants, bookkeepers, managers, and staff as you grow.
Track every financial detail without restrictions on the number of accounts or transactions you can manage—from bank accounts to credit cards, loans, and investments.
Match transactions with bank statements effortlessly using our streamlined reconciliation process. Catch discrepancies early and maintain accurate records with confidence.
Upload receipts, invoices, and financial documents directly into the platform for easy reference and audit trails.
Bring your past financial records into the system. Migrate from spreadsheets or other accounting software without losing valuable historical context.
Automatically log business miles and calculate deductions with integrated mileage tracking.
Separate business expenses from personal spending with smart categorization tools—and simplify reimbursements.
Simple, transparent pricing that grows with you
Looking for a firm to manage the bookkeeping for you? Work with Keepwise Partners for accuracy, priority support, and deeper discounts on KeepwiseBooks.
keepwise.partnersJoin households, churches, and small businesses using KeepwiseBooks for clear financials and values-aligned software—without the bloat of legacy bookkeeping tools.
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