Connect the accounts used for business
Choose bank and credit-card accounts inside Plaid Link. ConsulBooks never receives the online-banking password. CSV import remains available as a fallback.
BOOKKEEPING FOR SMALL SERVICE BUSINESSES
Your work is the business. Bookkeeping should be the short part.
ConsulBooks turns bank and credit-card activity into a guided routine: connect, organize, answer the exceptions, and export. It is built for owners who need clean records—not another full-time software project.
THE PROBLEM WITH “ALL-IN-ONE”
More modules do not always mean a better fit.
A small service business may only need to capture bank and card transactions, distinguish business from personal activity, keep categories consistent, and deliver understandable records to an accountant.
Full accounting suites can be the right choice when the same system must also run payroll, inventory, bill pay, invoicing, projects, or multiple operational users. ConsulBooks is for the owner who does not need that breadth today.
See the candid competitor comparisonsFOUR VISIBLE STEPS
A setup path an owner can finish.
Confirm the business context
Enter the business name, industry, entity type, accounting method, and confidence threshold. Those settings belong to this workspace.
Let rules handle what is known
Saved vendor rules run before broader categorization. New activity receives a category, confidence score, and plain-English reason.
Answer exceptions and keep the record
Uncertainty waits in a review queue. Approved activity creates balanced journal entries and remains traceable through reports, exports, and audit history.
A STRONG FIT TODAY
Focused transaction bookkeeping
- U.S. bank and card feeds through Plaid
- CSV import and duplicate protection
- Vendor rules and conservative categorization
- Human review for uncertain items
- Balanced entries, P&L, transaction exports, and audit history
- Required authenticator MFA
CHOOSE A BROADER SUITE IF YOU NEED
Operations beyond the books
- Payroll or tax filing
- Invoices and online payment collection
- Bill pay and approval workflows
- Inventory and job costing
- Projects, time tracking, or multicurrency
- Multiple staff roles or accountant access immediately
OWNER QUESTIONS
Know the fit before connecting.
What kinds of service businesses fit ConsulBooks?
The current workflow fits owner-operated and small U.S. service businesses with straightforward bank and card transactions, such as consultants, agencies, independent practices, local professional services, and contractors without complex inventory.
Does ConsulBooks file taxes or replace a CPA?
No. ConsulBooks is bookkeeping software, not a CPA, tax preparer, attorney, payroll provider, or tax-filing service. Review exports with the professional responsible for your financial statements and filings.
Can I connect more than one account?
Yes. Plaid can bring selected accounts from a connected institution into the workspace. The planned Starter tier supports up to two institutions and 500 transactions per month.
What happens when ConsulBooks is unsure?
The transaction stays in the Needs your input queue with a suggested category, confidence score, and reason. Your approval can teach a private vendor rule for the same business.
FREE LAUNCH PREVIEW
Connect. Review. Get back to the business.
No payment method is collected while Stripe billing is off.
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