Keep focus on running your business, not running the books. Invoice Simple Bookkeeping replaces complicated accounting software with easy-to-use tools and smart automation. With a simple set up, it works seamlessly in the background in real time to ensure you always have a clear view of your financial health and stay ready for tax season – no accounting expertise needed.
Simple Bookkeeping Software for Small Businesses
- Understand your business without complex accounting software.
- Run invoicing, payments, and financial reporting—all in one app.
- Simplify your business taxes by staying tax-ready all year round.
Available as a paid add-on to Invoice Simple plans in the U.S. & Canada only
Bookkeeping built for small business owners, not accountants
See the full picture of your business, without accounting expertise
Simplify accounting for your small business with everything needed to understand your financial health, all within Invoice Simple.
- Keep jobs, invoices, and expenses linked with the full client history
- Track profitability with the real-time updating Profit & Loss report
- Generate reports anytime to stay on top of financial health and be ready for tax season
Automate your expense tracking through a secure bank link
Bookkeeping securely connects to your business accounts, so transactions are automatically synced and categorized by expense type.
- Easily review new expenses on the app or via text notifications
- The Plaid-powered bank links are fully secure and encrypted
- Auto-categorization gets smarter as it learns your business
Understand how your money moves—no guesswork required
Bookkeeping makes it easy to track what’s coming in, what’s going out, and what you’re actually earning.
- Understand your true earnings with a profit and loss bar chart
- Compare revenue vs. expenses anytime in the real-time dashboard
- Gain visibility into your cash flow to keep your budget balanced
Unlock stress-free tax preparation for your small business
Never play catch-up at tax time again. With Invoice Simple Bookkeeping, your books automatically stay up to date and organized in the background.
- Never miss a deduction with auto-categorized expenses
- Keep accurate, up-to-date financial reports at your fingertips
- Export everything your accountant needs in just a few clicks
Simple small business accounting, with easy automation.
Simple to Set Up and Understand
Bookkeeping uses a secure bank link to automatically sync your transactions, categorize expenses, and update revenue and spending in a real-time dashboard.
See Everything in One App
Manage invoices, take payments, and track income and expenses in one app—giving you a complete, real-time view of your business without juggling software.
Feel Confident at Tax Time
Business expenses are automatically captured and categorized all year. At tax time, you can export an expense report with a few clicks—no scrambling, no panic.
All the bookkeeping functionality you need, without the complexity of traditional accounting tools.
Auto Expense Categorization
Automated Income Tracking
Real-Time Cash Flow
Profit and Loss Reports
Accurate Financial Reporting
One-Click Data Exports
Bookkeeping FAQs
Have more questions about Invoice Simple Bookkeeping? Explore our most frequently asked questions:
Right now, the Invoice Simple Bookkeeping add-on is only available to customers in the United States and Canada. We’re working to expand availability to more regions in the future.
Yes. The Invoice Simple Bookkeeping add-on is a simple bookkeeping software built for small business owners, not accountants. The experience is designed to be intuitive and easy to use—no accounting background required.
Instead of complex charts and jargon, you get easy bookkeeping tools that automatically organize your income and expenses as you go. That means you can stay on top of your finances without learning traditional accounting software or changing how you work.
Yes, absolutely. Invoice Simple is a bookkeeping app designed for real-world, on-the-go businesses. You can capture expenses, send invoices, manage your books, and pull financial reports using mobile bookkeeping on your phone or review them on your desktop, if you prefer.
Everything works cross-platform and syncs in real-time. You can rest assured that your data is always up to date, whether you’re working in the field or at your computer. Start a task in one place and pick up right where you left off anywhere else. Invoice Simple is built to work anywhere your work takes you.
It’s no secret that tax preparation for small business can be stressful. That’s why Bookkeeping keeps you organized all year long, so tax season is simple, not stressful. Everything is tracked and categorized automatically within Invoice Simple. That way, you’re always prepared without last-minute scrambling or long hours working in spreadsheets.
You can easily identify business tax deductions, generate financial reports, and export to your accountant in just a few clicks. By keeping your records accurate and updated, you can expedite tax filing and file with confidence.
Yes. Invoice Simple acts as a small business expense tracker that helps you track business expenses without manual entry. You start by connecting any applicable business accounts, like your business bank account and credit card. Transaction from connected accounts sync into Bookkeeping in real time and are automatically categorized by expense type.
Yes. Invoice Simple uses a secure bank connection powered by Plaid, a trusted platform used by leading financial apps. Your login credentials are never stored, and your data is encrypted and fully protected.
This allows you to safely connect your accounts, automatically track transactions, and keep your bookkeeping up to date without compromising security.
Invoice Simple makes accounting for small business easy by turning your data into clear, actionable insights. You can view a profit and loss report anytime to see your revenue, expenses, and net profit in one place.
The Bookkeeping dashboard gives you real-time visibility into cash flow and overall financial health. And because Bookkeeping is continually updating in the background, you’ll always know how your business is performing. That way, you can make smarter decisions and focus on the work that drives profit.
Have more questions about Invoice Simple Bookkeeping? Explore our most frequently asked questions:
