Catch up without the shame spiral.
We identify what's missing, organize the work, and move the books toward a current, usable state.
Bookkeeping help—without another dashboard.
Fix your bookkeeping mess—just send a text.
Start by telling us what’s behind and where you’re stuck. Beankeeper turns that conversation into an organized cleanup, reconciliation, and reporting workflow—inside the software you already use.
Tell us what's behind, what you use today, and where the work is piling up. We'll discuss the right next step for your records.
Keep the accounting software you already use.
The problem
You didn't start a business to spend your nights matching deposits.
Bookkeeping is easy to postpone and hard to ignore. But the real cost isn't the chore itself — it's what the backlog quietly does to the rest of the business.
- It multiplies the work. Unreconciled months stack on top of each other.
- It hides the truth. A bank balance can't show pending payouts, rising fees, or whether sales reached the bank.
- It taxes every decision. Staffing, hiring, purchasing, and cash forecasts become guesses when the books are stale.
- It hands your CPA a mess. Filing season becomes a scramble when the records are disorganized.
Doing it yourself costs evenings you don't have. Hiring a bookkeeper, contractor, or firm adds cost, coordination, and one more person to manage. Ignoring it means every financial question gets a slightly worse answer.
Beankeeper AI exists for the work business owners shouldn't have to keep doing themselves.
The outcome
Less catch-up. More clarity. A business you can actually read.
Reconcile what happened with what arrived.
Surface what matches, what doesn't, and what needs follow-up across sales, deposits, fees, refunds, payouts, and bank activity.
See the business in plain English.
Clear profit-and-loss and cash-flow reporting gives you a practical view without interpreting a maze of transactions yourself.
Walk into tax season prepared. Beankeeper AI does not prepare tax returns or provide tax or legal advice. We handle the bookkeeping foundation so your CPA can handle the filing.
How it works
A practical path from backlog to visibility — in four steps.
1. Start with the real mess.
In a consultation, we talk through your accounting software, which records are behind, your sales and payment sources, and the reporting questions you need answered. Nothing moves until the situation is understood.
2. Organize the source records.
We build around bank and card activity, payment processors, sales platforms, invoices, receipts, and payroll summaries. There's no new software project to adopt.
3. Clean up and reconcile.
We work through catch-up or ongoing bookkeeping, flagging missing information and timing differences rather than hiding them.
4. Give you a clearer view.
You receive organized records and readable reporting, so you can understand profit-and-loss and cash flow and make decisions with less guesswork.
Who it helps
Built around the way your business actually gets paid
When a busy day still doesn't add up
Organize and reconcile Square sales and deposits, Uber Eats and other delivery-platform payouts, commissions, fees, refunds, chargebacks, tips, bank activity, and timing differences.
Payouts shouldn't be mysteries
Put marketplace and processor payouts, fees, refunds, returns, sales-tax records, inventory inputs, and operating costs into context.
The job, the cost, the season
Organize job deposits and final payments, materials and equipment, payroll and subcontractor costs, vehicle and field expenses, and seasonal cash-flow reporting.
Busy contractors: bookkeeping support without another full-time hire
When you're estimating jobs, scheduling crews, buying materials, managing subcontractors, handling change orders, and chasing payments, bookkeeping becomes another position the owner has to fill. Beankeeper AI provides a managed alternative for routine bookkeeping organization, reconciliation, and reporting — without adding a full-time salary, payroll burden, recruiting, onboarding, scheduling, or another employee to supervise. You keep control of business decisions and professional judgment while the recurring bookkeeping work gets a defined place to go.
Practice-level reporting without the pile
Organize financial-record-level payment streams, processor deposits, payroll, supplies, equipment, and practice-level reporting. We do not request or process patient health information, and this is not a HIPAA claim.
Close capacity without the cleanup pile
Standardize the bookkeeping workflow for cleanup, recurring reconciliation, and organized client records so professional staff can focus on work that requires professional judgment.
Square and Uber Eats are examples only. This wording does not imply an endorsed, one-click, or live integration. Beankeeper AI is not a CPA firm and does not provide tax advice, audit, attestation, or legal services.
Your current setup
Keep the accounting software you already use
You don't need to start over to get the books under control.
If you use QuickBooks, keep it. We can discuss how Beankeeper AI can support an organized bookkeeping workflow in the system you already use.
The goal isn't another system. The goal is organized, useful bookkeeping in the one you have.
Be ready
Tax time is easier when the records aren't a last-minute project.
Tax preparation belongs with your tax professional. Beankeeper AI handles the bookkeeping foundation — organized records, reconciled activity, and readable reporting — so the handoff is clean when your tax professional needs information.
- Is this month tracking the way I expected?
- Did the deposit arrive?
- Which costs are rising?
- What is actually available after upcoming obligations?
Frequently asked questions
What business owners ask.
Do I need to switch accounting software?
No. Keep the accounting software you already use. During a consultation, we'll discuss the records, access, and workflow needed for your current setup.
I use QuickBooks. Can I keep it?
Yes. If you use QuickBooks, keep it. The appropriate workflow for maintaining or updating your QuickBooks records depends on the services agreed, your setup, and approved access. We do not claim a live integration here.
My books are months behind. Is it too late to get help?
No. A backlog is a common reason to start. We discuss the records available, what's missing, and a practical cleanup approach. No instant-completion timeline is promised. We recommend independent review by your own CPA or qualified professional; Beankeeper AI does not include human review in its service.
Can you help me understand whether sales actually became deposits?
Beankeeper AI can organize and reconcile available sales, payout, fee, refund, and bank records to help identify matches, timing differences, and items that need follow-up.
Do you prepare taxes or provide CPA services?
No. Beankeeper AI provides bookkeeping support, cleanup, reconciliation, and reporting. We do not prepare tax returns or provide tax, legal, audit, attestation, or CPA services.
Does Beankeeper AI process patient health information for dental practices?
No. The service is described around business financial records and practice-level reporting. It does not request or imply processing patient health information, and it makes no HIPAA claim.
Is text messaging available now?
The text-message experience is a planned workflow, not a public promise at this stage. Ask in your consultation which communication and document-sharing workflow is currently available.
What happens to my consultation information?
We use inquiry information only to respond to your request. We do not sell it. If no client relationship begins, we delete your submission within 30 days. If a client relationship begins, record retention is governed by the signed agreement and applicable requirements.
Request a consultation
Stop wondering how far behind the books are.
Every month the backlog sits, there is more to untangle and less clarity to run the business on. Bring us the backlog, the confusing deposits, the processor reports, the missing months, or the question you've been avoiding. A consultation is a conversation, not a commitment — and it's the first step toward an organized bookkeeping workflow and a clearer view of where the business stands.
Tell us your business type, the accounting software you use, what is behind or unclear, and the best way to reach you. We will use this information only to respond to your inquiry.
Your inquiry information is used only to respond to you and is not sold. If no client relationship begins, we delete your submission within 30 days. If a client relationship begins, retention is governed by the signed agreement and applicable requirements.
Request a bookkeeping consultation