Simple bookkeeping, made effortless.
Track income and expenses, manage invoices, and generate financial reports — all without needing an accounting degree.
2,400+
Active Users
155K+
Invoices Sent
99.9%
Uptime
Get started in 3 steps
Connect your bank
Link any bank account in 60 seconds via Plaid. We support 12,000+ institutions.
AI does the work
Transactions sync and get auto-categorized. Review in minutes, not hours.
Know your numbers
P&L, Cash Flow, and reports ready whenever you need them. Tax time made easy.
Everything you need.
Nothing you don't.
Bookkeeping tools designed for how real small business owners actually work — not for enterprise CFOs.
Bank Feed Sync
Connect your bank accounts and automatically import transactions. Powered by Plaid for rock-solid reliability.
Financial Reports
Profit & Loss, Balance Sheet, and more — generated in seconds. Export to PDF for your accountant or tax filing.
Smart Categorization
AI-powered transaction categorization learns your spending patterns and gets smarter over time.
Multi-company
Manage multiple businesses from a single account. Switch between companies in one click.
Bank-level Security
Your data is encrypted at rest and in transit. Row-level security ensures complete data isolation between tenants.
Invoice Management
Create professional invoices, track payments, and send reminders — all from your bookkeeping dashboard.
Overwhelming, expensive ($50+/mo), built for accountants
Try to do too much, same price or more, still confusing
Simple, AI-assisted, $12/mo. Exactly what most businesses need.
Built for how real business owners actually work
Everything is intuitive. No training required. You'll be up and running in minutes.
Stop spending hours on bank reconciliation.
Transactions sync automatically via Plaid. AI categorizes each one instantly — and learns your preferences over time. Review, approve, and move on in minutes.
See your whole empire
at a glance.
You might own several LLCs, run multiple side businesses, or track personal finances alongside your work. JakeBooks gives you a birds-eye view so you always know which ventures are worth your time.
Real estate investors
Book each property in its own LLC. See the total portfolio income & expenses rolled up in one view.
Multi-business owners
Know which of your businesses actually makes money. Stop carrying dead weight.
Personal + business
Track personal spending alongside your businesses. See exactly where every dollar goes across your whole financial life.
Real owners. Real results.
From piano teachers to real estate investors — here's what they say.
I used to dread bookkeeping. Now I spend maybe 10 minutes a month on it. JakeBooks learns my expense categories and handles the rest. It's like having a bookkeeper who works for $12 a month.
Maria T.
Piano Teacher, Chicago IL
I tried QuickBooks and gave up after two weeks. Way too complicated. JakeBooks was set up in like 5 minutes. My bank feeds update automatically and I get a P&L whenever I need it for a bid.
James R.
Electrician & Sole Proprietor
The portfolio view changed everything for me. I have 7 rental properties each in their own LLC. Before JakeBooks, I had no idea which ones were actually profitable. Now I see it in one dashboard.
Sandra K.
Real Estate Investor, 7 LLCs
I run a freelancing business AND a small product store. Being able to keep those completely separate but see my combined income is exactly what I needed. No other tool does this for $24/month.
Darius O.
Freelance Designer + Retailer
I was paying $45/month for FreshBooks and only using 20% of it. JakeBooks gives me everything I actually need at less than a third of the price. Best financial decision I made this year.
Tricia M.
Personal Trainer & Solopreneur
Three trucks, three bank accounts, one place to see everything. JakeBooks pays for itself in the first five minutes I'd have spent on a spreadsheet. My accountant is also impressed.
Alejandro V.
Owner, 3 Food Trucks
Ready to simplify your books?
Join thousands of small business owners who trust JakeBooks to manage their finances.
Simple, transparent pricing
Start with a 14-day free trial. No credit card required. Cancel anytime.
Starter
Perfect for solo entrepreneurs and freelancers managing a single business.
- 1 company
- Unlimited transactions
- Bank feed sync
- AI categorization
- Financial reports (P&L, Balance Sheet)
- Invoice management
- PDF exports
Growth
For business owners managing a portfolio of companies or entities.
- Everything in Starter, plus:
- Up to 8 companies
- Portfolio dashboard
- Cross-company reporting
All plans include a 14-day free trial. Need something custom? Contact us.
🇺🇸 Currently available for US-based businesses only.
Start your free trial today
14 days free. No credit card required. Set up your books in under a minute.