Question 1

I'm a solo consultant — is this too complex for me?

Accepted Answer

Not at all. Books was designed for people who run a business, not accountants. Start with invoicing on the free plan and add expenses, bank sync, and reports as you grow. Most consultants are fully set up in under 10 minutes.

Question 2

How is this different from just using QuickBooks?

Accepted Answer

QuickBooks is built for accountants and bookkeepers — it's powerful but complex. Books is built for the person doing the work. You get invoicing, expenses, bank sync (or CSV import when your bank isn't on Plaid), and reports without the learning curve. And if you do have an accountant, they can manage your books through our multi-entity mode.

Question 3

Can I send invoices right after a client session?

Accepted Answer

Yes. Paste your session notes (e.g., "3 hrs strategy @ $150") and AI builds a professional invoice in seconds. Your client gets a payment link and you get paid faster.

Question 4

Will this help me at tax time?

Accepted Answer

Absolutely. Expenses are categorized all year long. When tax season arrives, export a clean report for your accountant in one click. On the Business plan, you can also generate 1099 and T4A forms for contractors.

Question 5

What does the AI actually do?

Accepted Answer

Three things: (1) Smart Input converts rough notes into structured invoices, (2) SenseBot analyzes your billing and cash flow to surface trends, and (3) smart suggestions help you optimize payment terms and spot issues early. All AI features use credits included in paid plans.

Question 6

Can I connect my bank account?

Accepted Answer

Yes. We integrate with Plaid so you can connect bank accounts and automatically import transactions. They get categorized for you — no more manual data entry or lost receipts. Available on Professional and Business plans.

Question 7

How much does it cost?

Accepted Answer

There's a free plan with core invoicing that never expires. Professional starts at a low monthly price and adds expenses, bank sync, and reports. Business adds full accounting, multi-entity management, and tax forms. Check the pricing section for current rates.

Question 8

Can I try it before paying?

Accepted Answer

Yes. The free plan gives you full invoicing with no time limit. You can also try the AI invoice generator right on this page — no signup required. When you're ready for more, upgrade any time.

Question 9

I already use Stripe — does this work with it?

Accepted Answer

Yes. Connect your Stripe account and your clients can pay invoices with cards or ACH bank transfers through one-click payment links. Payments are tracked automatically in your dashboard.

Oops! Something went wrong