SEPTEMBER BOOKSAlmost finished
Three questions remain before month-end review.
88%ready
Income$42,270
Expenses$11,092
Net profit$31,178
CONSULBOOKS ASKSWhat was this purchase for?
−$318.47Lowe'sSep 3 · Business Card • 4418
Approve & remember Public launch preview · Free while billing is off
Your books, quietly done.
Import your transactions and let ConsulBooks organize the ledger, learn recurring vendors, and ask only the questions that need a business owner's judgment.
No credit card Your own saved workspace Export anytime
9 rules learnedFewer questions next month
Ledger balancedDebits equal credits
A SMALLER, SMARTER WORKFLOW
Bookkeeping should be a few decisions—not a second job.
ConsulBooks handles the repetitive work and keeps uncertainty visible.
Bring in transactions
Upload a bank or credit-card CSV today. Direct account connections are the next integration.
Let the system sort them
Saved rules run first. New merchants receive a suggested category, confidence score, and plain-English reason.
Answer the exceptions
Anything uncertain waits for you. One answer fixes the transaction and teaches the vendor rule.
Close with confidence
Approved activity creates balanced journal entries, updates reports, and stays traceable in the audit history.
NOT A CLICKABLE MOCKUP
The bookkeeping workspace is live now.
Each signed-in visitor gets an isolated, persistent workspace. The current release is designed for CSV-first bookkeeping while secure financial feeds and billing are connected.
Open the working productAvailable nowReady to use in the launch preview
- Private workspace for every signed-in business owner
- CSV transaction import from banks and card accounts
- Automatic categorization with confidence scoring
- Short review queue for uncertain transactions
- Balanced journal entries, P&L reports, and CSV exports
- Learned vendor rules and a permanent audit trail
Integration phaseComing before paid launch
- One-click bank and credit-card connections
- Stripe subscription billing
- Receipt matching and accountant invitations
BUILT FOR FINANCIAL RECORDS
Private workspaces. Visible reasoning. Portable data.
Sign-in protected
Bookkeeping data and write actions require an authenticated workspace.
Traceable changes
Imports, approvals, rules, and settings are recorded in the audit trail.
Balanced by design
Posted transactions produce two-sided journal entries that are checked before reporting.
Your data leaves with you
Download transaction files and profit-and-loss reports whenever you need them.
SIMPLE PRICING
One useful plan. No accounting-software maze.
Use the launch preview free. The planned Starter price begins only after secure subscription billing is connected.
Starter$12 / month
For a small business owner who wants clean books without living inside bookkeeping software.
- One business workspace
- Up to 500 transactions per month
- Categorization, review queue, and learned rules
- P&L, transaction, and audit exports
- Cancel anytime once billing begins
COMMON QUESTIONS
Clear answers before you bring over your books.
Can I use ConsulBooks today?
Yes. Sign in, open your private workspace, and import transactions using a CSV from your bank or card account. Direct account connections are not live yet.
Does it post uncertain transactions automatically?
No. Low-confidence items stay in your review queue. High-confidence learned matches only auto-post when they clear the threshold you choose.
Is the $12 subscription active?
Not yet. The public launch preview is free while Stripe billing is connected. The site will clearly ask for payment before any paid plan starts.
Can my accountant use the records?
You can export transactions and profit-and-loss reports now. Dedicated accountant invitations are part of the upcoming integration phase.
See how quiet bookkeeping can be.
Start with a CSV. Keep every decision. Export whenever you want.
Start free preview