A path forward for clients with a backlog.
Introduce clients who need cleanup or ongoing bookkeeping. We agree on the scope with the client and prepare records for your review.
Fix your bookkeeping mess—just send a text.
Talk to your books with AI.
Your books talk back—with the answers you need to grow your business.
Reliable bookkeeping. Essential reports. AI-powered answers from your numbers.
For small-business owners
Get caught up.
Get your time back.
Your business needs you. Your evenings shouldn't belong to your books.
A clear path from behind to on top of it.
BeanKeeper brings your records, reconciliation and reporting together, so you can work through the backlog and keep your books current.
- Get caught up: organize past records and work through missing information.
- Stay caught up: keep transactions categorized and accounts reconciled.
- Know where you stand: get clear reports and answers grounded in your records.
Tell us where you are today. We'll confirm the cleanup scope and next steps with you.
For CFOs & finance leaders
Less manual work.
More finance capacity.
Reduce the bookkeeping hours needed to prepare your books, while your team keeps control of judgment and approvals.
Let your team focus on the exceptions.
Bring routine categorization, reconciliation, ledger preparation and reporting into one consistent workflow.
- Reduce repetitive preparation: spend fewer hours matching and organizing transactions.
- Review with context: follow exceptions back to the records behind them.
- Build capacity: support more activity without an equivalent increase in manual bookkeeping.
Share your current setup. We'll define a workflow around your accounts, reporting and review needs.
For CPAs & accounting firms
Your expertise.
A stronger bookkeeping foundation.
Help clients get caught up, or give your team more capacity. Partner with BeanKeeper while retaining your tax and advisory relationship.
More capacity for your accounting team.
Explore BeanKeeper for routine preparation across client accounts, with your firm retaining professional review and approvals.
Apply to partner with BeanKeeper
We'll discuss client fit, handoff requirements and partnership terms with you.
Let's explore a partnership.
Tell us about your firm and the kind of partnership you're interested in. Required fields are marked *.
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.
Catch up without the shame spiral.
We identify what's missing, organize the work, and move the books toward a current, usable state.
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, and receipts. 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.
Done-for-you bookkeeping
What Makes BeanKeeper Different?
Books done for you. Answers when you need them.
All the features below are part of our done-for-you bookkeeping service. BeanKeeper handles the bookkeeping work and prepares your reports, while you send records, answer the occasional business question and get clarity from your numbers.
Your books are done for you, and you can talk to them with AI.
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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.
Integrations
Keep your tools.
Get help with the bookkeeping.
Your software records the activity. Someone still needs to resolve unclear transactions, gather missing records and make sure the books tell the right story. BeanKeeper AI takes that follow-through off your plate.
QuickBooks Online
Keep QuickBooks.
Hand over the follow-through.
QuickBooks can automate parts of your bookkeeping. BeanKeeper's role is to help with the records, decisions and follow-up that still need attention.
- Work through uncategorized activity. Organize supported income and expenses, with a clear source behind each decision.
- Resolve missing details. Turn an unclear transaction into a focused owner question, instead of another spreadsheet to explain.
- Bank reconciliation. Match bank statements to QuickBooks and flag missing entries, duplicate transactions and balance differences.
- Credit-card reconciliation. Compare charges, payments, fees and statement balances with your QuickBooks records.
- Payroll reconciliation. Planned for a future release.
- Keep supporting records together. Bring source documents and bookkeeping activity into the same customer workspace.
- Understand the numbers. Get evidence-backed answers about recorded sales, expenses, profit and close status.
- Prepare the accounting handoff. Review statements and ledger detail with clear notes about missing information for your CPA.
- Update the books you already use. Keep your QuickBooks records updated with categorized transactions and supporting evidence.
Square
Bring sales and payout records into the bookkeeping picture.
- Collect payment and payout evidence for the selected business and period.
- Keep each merchant's records in its own customer workspace.
- Avoid duplicate copies when the same unchanged records are fetched again.
Stripe
See the activity behind the payout.
- Gather balance activity, fees, refunds and payout evidence in one bookkeeping workspace.
- Keep source amounts and currencies visible for follow-up.
- Retain supporting records without creating another copy on an unchanged fetch.
Shopify
Keep order details close to your books.
- Collect order totals, tax and refund summaries for bookkeeping review.
- Keep the store's evidence attached to the correct business.
- Preserve the records needed to investigate differences between orders and payments.
Delivery-platform exports
DoorDash, Uber Eats & Grubhub
For restaurants, we compare sales, commissions, refunds and deposits from delivery-platform exports, with differences flagged for follow-up.
Your everyday communication tools
Email & Telegram (first release)
- First release: email and Telegram.
- Planned: SMS, iMessage and WhatsApp.
- No intake channel is live yet — during onboarding we agree which methods fit your business.
- Send a receipt or statement when you have it.
- Answer a short question about a transaction.
- Ask about your books and get an answer tied to your records.
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.
How does the text message workflow work?
We’re building toward a message-based workflow for routine bookkeeping questions, receipt sharing, and status updates. During onboarding, we’ll agree which intake methods fit your business; SMS, iMessage, WhatsApp, Telegram, and email intake are not live yet.
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.
A consultation is a conversation, not a commitment — tell us where your books stand and we'll map the right next step together.
Request a bookkeeping consultation