For bookkeepers and preparers
Manage 40 clients,
not 40 logins.
One Bookkipa account. Unlimited client workspaces. Keyboard-first UI built for the person who categorizes 200 transactions before lunch.
Try it today · 500 AI credits · No credit card required
40+
client workspaces from one login
2 min
to categorize 50 transactions
6
financial reports per client
Built for volume
Everything a bookkeeper needs. Nothing a solo operator doesn't.
One account, unlimited clients
Each client is a separate workspace. Switch between them from the workspace picker — no separate logins, no juggling tabs. Your client's subscription covers their workspace; you just do the bookkeeping.
Keyboard-first transactions table
j/k to move, c to categorize, e to exclude, p to post, / to search. Once you know the shortcuts, you can categorize 50 transactions in two minutes without touching the mouse.
Bulk categorization
Select any number of transactions and categorize all at once. Create a rule from the common pattern with one click. The rule applies to future imports automatically.
Rules that survive client changes
Rules are workspace-scoped, so each client's rules are isolated. Common patterns like 'all Stripe payouts → Sales Revenue' run before AI, costing zero credits.
Clean PDF and Excel exports
Income statement, balance sheet, trial balance, cash summary, tax summary, and general ledger — all in PDF or Excel. The Excel file has real numbers, not formulas.
Period locking for integrity
Lock accounting periods once a month is reconciled. Locked periods can't be written to through any code path. Unlock requires a reason, logged in the audit trail.
Invite clients as Accountants
Invite your client to their own workspace as an Accountant role. They get full read access and can run their own reports — but can't invite users or touch billing.
Tax summary that does the work
Maps every expense to the actual Schedule C, 1120-S, 1065, or 1120 line number. You see the printed line number, not an account code. Your tax reviewer can use it directly.
Speed
Bookkeepers live on keyboards.
Every shortcut works globally when focus is in the transactions table. After a week, you won't want to use a mouse for categorization again.
Exports
Reports your clients and CPAs actually want.
Print-ready, professional layout. Watermarked DRAFT if any period in the range is unlocked. Per-page header and footer with page numbers.
Excel (.xlsx)
Real numbers, not formulas. Three sheets: Statement, Detail with drill-through, and Notes. Negatives shown in parentheses natively.
CSV
Machine-readable, no styling. Explicit columns including account_code, tax_line_code, amount, comparison_amount, variance.
6 reports, all formats, one click
Income statement, balance sheet, trial balance, cash summary, tax summary, and general ledger. Every combination of report, format, and date range is available from the same export panel.
Start today
Your first set of books
is free.
Use it today — 500 AI credits, no card. Upload a statement once, or connect a bank if you want. Subscribe when you’re ready to keep going.
Trusted by freelancers and bookkeepers across the US.