Shorestack Books

Bookkeeping that doesn't suck.

Connect your bank or import statements, auto-categorize expenses, and hand your CPA a clean tax package — in minutes.

Built for freelancers, founders, and small business owners who'd rather run their business than learn accounting.

You didn't start a business to do bookkeeping.

But tax season comes every year. And every year it's the same scramble — shoebox of receipts, spreadsheet chaos, expensive CPA hours spent just organizing your data.

🔗 Connect
🏷️ Categorize
📦 Export

Everything you need. Nothing you don't.

Real accounting tools without the enterprise bloat.

🏦

Bank Connection

Connect directly to 12,000+ banks via Plaid for automatic transaction sync. Or import CSV, Excel, OFX, QFX files.

4-Layer Auto-Categorize

Rules, learned patterns, smart matching, and Plaid hints categorize transactions automatically. Less manual work over time.

📦

Tax Handoff

Generate a complete CPA package with one click. P&L, Schedule C, 1099s, transaction detail.

📊

Real Reports

P&L, Balance Sheet, Cash Flow, General Ledger — from real double-entry accounting. Email or export as PDF.

🧾

Receipt Scanning

Snap or upload receipts. AI extracts vendor, date, amount, and category — then creates draft transactions. Bring your own API key for unlimited scans.

🔒

Your Data, Your Device

Runs in your browser with cloud sync. Works offline. Export anytime. AES-256 encrypted backups.

Built for people who actually make things.

Freelancers & Consultants

Track income, expenses, estimated quarterly taxes, and generate Schedule C automatically.

Small Businesses

Bank imports, auto-categorization, invoicing, and reports — everything to replace your spreadsheet.

Small Agencies

Team access, invoicing, vendor management, 1099 generation, consolidated reports.

Rental Owners

Schedule E, multi-property P&L, and property-level reporting.

Simple pricing. No surprises.

Start free. Upgrade when you need more.

Free

$0

forever

  • 1 business
  • Unlimited transactions
  • P&L & Balance Sheet
  • CSV / Excel / OFX import
  • Export your data anytime
  • No bank connections
  • No receipt scanning
Get Started Free

No credit card required.

Starter

$4.99

per month

  • 2 businesses
  • 1 bank connection
  • 10 receipt scans / month
  • All reports & ledgers
  • Schedule C & E tax reports
  • Tax Handoff for your CPA
  • Email reports to anyone
Start with Starter

Business

$16.99

per month

  • 15 businesses
  • 6 bank connections
  • 50 receipt scans / month
  • All reports & ledgers
  • Schedule C & E tax reports
  • Consolidated multi-entity reports
  • Email reports to anyone
Start with Business

Custom

Let's Talk

tailored to your business

  • Every business is unique
  • Custom modules for your industry
  • Tailored categories & workflows
  • Dedicated onboarding & setup
  • Priority support & training
  • Your own branded instance
Request a Consultation

All plans support Bring Your Own Key (BYOK) — add your own OpenAI API key for unlimited receipt scanning. Standard OpenAI API charges apply.