Upload your bank, PayPal, or cash transactions — see your profit in 60 seconds.

Quick, AI-assisted bookkeeping for freelancers and small business owners. No complicated accounting software.

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  • Dashboard
  • Transactions
  • Reports
  • Invoices
  • Receipts

Net Profit

$1,470

How It Works

1

Upload Transactions

Upload bank, PayPal, Stripe CSVs, credit cards, or add cash transactions manually.

2

Automatic Categorization

AI/rule-based system assigns Income or Expense categories (e.g., Meals, Software, Marketing).

3

Instant Reports & Invoices

Generate P&L reports, create invoices, track receipts, and download PDFs.

What SimpleBooks Does

Automatically Categorize Income vs Expenses

AI-powered categorization of all your transactions with smart rules.

Generate Profit & Loss Reports Instantly

See your financial performance at a glance with real-time P&L reports.

Create Invoices and Receipts

Generate professional PDF invoices and receipts, send via email or Stripe.

Track Multiple Clients/Projects

Manage all your clients and projects in one unified dashboard.

Estimate Net Profit After Tax

Enter your tax rate to see net profit after tax and plan accordingly.

Supports Multiple Sources

Connect bank accounts, PayPal, Stripe, credit cards, and add cash transactions.

Your Financial Dashboard

Transactions
Invoices
Reports

Total Income

$4,250

Last 30 days

Total Expenses

$2,780

Last 30 days

Net Profit

$1,470

Last 30 days

%

Recent Transactions

Date Source Description Amount Category
2023-06-15 Bank Client Payment - Project Alpha +$1,200 Income
2023-06-14 PayPal Software Subscription -$49 Software
2023-06-12 Credit Card Office Supplies -$127 Office
2023-06-10 Stripe Client Payment - Project Beta +$850 Income
2023-06-08 Cash Business Lunch -$65 Meals

Invoices

Invoice # Client Amount Due Date Status Actions
INV-001 ABC Corp $1,200 2023-06-30 Paid
INV-002 XYZ Ltd $850 2023-07-05 Pending

Profit & Loss Report

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$ per month