STOP DOING BOOKKEEPING ON THE "NIGHT SHIFT."

Drag & drop your bank statement PDFs. Let AI organize your detailing deposits and messy gas/chemical receipts. Get a CPA-ready P&L in 10 minutes—without touching QuickBooks.

  • No bank logins or sync required

  • Read-only statement imports (100% secure)

  • Generate a tax-ready P&L in under 10 minutes

Built by Tax Pros, Engineered by AI.

"After 15 years of helping small business owners survive tax season, I noticed a pattern. Most bookkeeping software is built for corporate accountants, not for solo service operators running their business from a mobile rig. You don't need a degree in finance to stay tax-compliant. You just need a tool that does one job: turns your transactions into a clean ledger."

— Neal, Founder of Bookkeeping Buddy & Tax Sherpa

How the "Try-Before-You-Buy" Trial Works

01

Sign up in 10 seconds

Just enter your email. We don't ask for credit cards or bank logins. You get instant access.

02

Drag in your statement

Upload a PDF statement from your bank. Don't have one handy? Click "Load Demo Data" to test with our pre-built auto-detailing transactions.

03

Approve & Export

Watch the AI auto-categorize everything in seconds. Edit anything you want and export your clean, CPA-ready P&L.

Bookkeeping Buddy vs QuickBooks Online

QuickBooks was built for corporate accountants. We built this for solo mobile service operators.

FEATURE BOOKKEEPING BUDDY QUICKBOOKS ONLINE (QBO)
Intended User Solo Mobile Service Operators Professional Accountants
Setup Time Instant. Drag-and-drop. Hours. Complex chart of accounts.
Data Access Safe. Read-only statement PDFs. Connection required (constantly disconnects).
Effort 10 minutes per month. Weekly manual reconciliations.
Bloated Features None. No payroll/invoicing clutter. Pay for payroll, invoicing, inventory.
Pricing $7/month or $149 Lifetime. Starts at $30/month + constant upsells.

Simple, Predictable Pricing

No hidden fees. Choose the plan that fits your business.

Monthly Subscription

$7 / mo

  • AI auto-categorization

  • Unlimited statement uploads

  • CPA-ready P&L reports

  • Help desk & video guides

  • Active Skool community access

Lifetime Deal

$149 one-time

  • All Monthly features included, forever

  • Pay once, own it for life

  • Zero recurring subscription charges

  • Lifetime updates & new models

🔒 No Bank Login Required

We never ask for your bank password or credentials. You only upload statements you choose to export.

🛡️ Read-Only Security

Your data is processed securely. We have zero withdrawal permissions or access to your financial accounts.

🤝 7-Day Guarantee

If you buy a plan and decide it's not for you, email [email protected] within 7 days for a full refund.

Frequently Asked Questions

Is my financial data safe?

Absolutely. Bookkeeping Buddy is read-only. We do not require direct bank connections, logins, or sync credentials. You upload the PDF statements you choose, keeping you in complete control.

Title or Question

The AI acts as your assistant—it drafts the categorizations based on your tax records, but you have the final say. You can correct any transaction with just two clicks on the review screen.

I'm months behind on bookkeeping. Is that okay?

Yes! Being behind is the main reason people use us. You can upload multiple statements for the entire year and let the AI catch you up in minutes.

How does the 7-day free trial work?

You get 7 days of full access to the bot and app. No credit card is required to sign up. If you like it, you can upgrade to monthly or lifetime access. Otherwise, your trial expires automatically.

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