| What it does | Traditional, tech-enabled accounting, bookkeeping, tax, and CFO services for business owners
| Download invoices from 500+ portals and email automatically, ready for accounting software
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| Stage | Established
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| Founded | Not given
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| Based in | US
| GB
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| Pricing model | Paid
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| Pricing | Solopreneur: Starting at $499/month. Business Starter: Starting at $749/month. Business Full: Starting at $999/month. Business Full + Tax Advisory: Starting at $1,499/month. Fractional CFO: Starting at $1,999/month. Fractional Controller: Starting at $1,999/month. Outsourced Accounting Department: S
| Basic: $19/month billed annually (600 documents/year, 1 team member); Business: $49/month billed annually (6,000 documents/year, up to 5 team members); Enterprise: $99/month billed annually (unlimited documents, unlimited team members). All plans include 14-day free trial.
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| Key features | - Monthly bookkeeping with clean, current books and financial statements
- Payroll processing, reporting, and compliance
- Business and personal tax filings coordinated with year-round accounting
- Proactive tax planning including strategies, estimated taxes, and year-end planning
- Support with payables, receivables, invoicing, collections, and sales tax
- Controller and CFO support with cash-flow planning, forecasting, and controls
- Real-time communication through Slack collaboration
- R&D tax credit identification and optimization
- Outsourced operations and back-office support
| - Automatically downloads invoices from 500+ websites
- Connects to Gmail, Outlook, and IMAP email clients
- OCR and AI data extraction
- Receipt scanning via WhatsApp
- End-to-end encryption for synced data
- Credentials stored locally on device
- Export to Xero, QuickBooks, Google Drive, DATEV, and sevDesk
- Accountant access and team collaboration
- Document limits per plan
- Human support included in all plans
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| What makes it different | - Proactive tax planning routinely saves high earners $100K–$200K per year
- Boutique accounting team stays close to the work with real-time, responsive communication
- Access to network of elite CPAs, tax attorneys, and planning specialists for advanced strategies
- Books closed and owner-ready by the 10th of every month
- Potential cost offset through tax savings optimization
| - Runs on your machine with data collected locally
- Supports 500+ supplier portals without repeated logins
- Credentials stored locally, never sent to Booksmate servers
- Combines invoice portals, email, and receipt scanning in one platform
- Automatic invoice data categorization with AI
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 15 ▼ −1 (down) since last check | 30 ● no change since last check |
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| Trust Flow (Majestic) | 17 | 21 |
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| Citation Flow (Majestic) | 25 | 44 |
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| Referring domains (Majestic) | 68 | 508 |
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TaxBowl
Booksmate