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Bookkeeping for small businesses

Your time is worth more than spreadsheets.

TapBooks turns receipts, invoices, and expenses into organized bookkeeping records, without the manual Excel work. Spend less time on admin and more time running your business.

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Example of a receipt in TapBooks. You upload a photo of a Harbor Coffee receipt. TapBooks reads the merchant, date, total of $18.40, and suggests the Meals and Entertainment category. You review and edit the details, save, and the expense appears in your March transactions with the receipt attached.

Example data. You review every receipt before it is saved.

Why TapBooks

Less time on bookkeeping. More time for your business.

Stop entering expenses by hand, searching for receipts, and preparing spreadsheets for your accountant. Keep everything organized in one place with TapBooks.

Compare TapBooks and Excel

  • Less manual data entry

    Upload receipts and let TapBooks extract the details for you to review.

  • Everything in one place

    Keep receipts, invoices, and transactions organized together instead of scattered across spreadsheets and folders.

  • Easier accountant handoffs

    Prepare organized records and export the information your accountant needs.

The cost of spreadsheets

Excel is free. Your time isn’t.

Manual bookkeeping takes time you could spend running the business. The figures below use the hours and rate you enter, plus an assumed reduction. They are an illustration, not a guaranteed result.

5 hours

Include entering receipts, fixing the spreadsheet, and getting files ready for your accountant.

$40/hour

Use a rate that reflects what an hour of your work is worth to the business.

60%

A hypothetical assumption you set. This is not a verified TapBooks performance claim.

Annual value of time spent on manual bookkeeping
$2,400
Potential hours reclaimed
36 hours
Potential value of reclaimed time
$1,440
TapBooks annual subscription
$149
Illustrative net value after subscription cost
$1,291

Illustrative estimate based on your inputs and an assumed reduction in admin time. Actual time savings vary.

Expense organization

Every expense, organized.

Import a bank CSV and add your receipts. TapBooks suggests a category for each transaction, you confirm it, and the month totals itself by category.

See how organizing works
Example of expense organization in TapBooks. Five transactions imported from a bank CSV start uncategorized. TapBooks suggests a category for each one, such as Meals and Entertainment or Office and Supplies. After you confirm them, March expenses are totaled by category.

Example data. Categories are suggestions until you confirm them.

How it works

From receipt to records. Four steps, no spreadsheet.

Upload what you already have. TapBooks reads it, suggests where it belongs, and keeps it ready for month-end. You confirm each step.

  1. 01

    Capture receipts

    Add a photo or a file. TapBooks reads the merchant, date, and amount so you do not type them into a spreadsheet.

    harbor-coffee.jpg

    Photo · Ready to extract

  2. 02

    Organize transactions

    Review the extracted details and suggested category. Import a bank CSV to bring in the rest. Nothing is saved until it looks right.

    • Harbor CoffeeMeals$18.40
    • Office Supply Co.Supplies$64.20
  3. 03

    Review your finances

    See income, expenses, and what is still missing for the month in plain language.

    Income
    $8,240
    Expenses
    $3,115
    Profit
    $5,125
  4. 04

    Prepare your records

    Create an organized package for your accountant when the month is ready. TapBooks does not replace your accountant.

    March records

    • Transactions workbook
    • receipts.zip

    Ready to share

Example figures, not from a customer account.

Accountant-ready exports

Your records, ready for your accountant.

Month-end review shows what is done and what is missing. When the month is complete, TapBooks creates a package with your ledger, transactions, receipts, and a summary report.

See what the package includes
Example of month-end in TapBooks. The review checklist confirms receipts are uploaded, the bank statement is imported, transactions are reviewed, and no receipts are missing. TapBooks then creates an accountant package with a ledger workbook, a transactions file, a receipts archive, and a summary report, ready to download or share.

Example data. Your accountant still does the accounting. TapBooks prepares the records.

Privacy and control

Your records stay yours. You stay in control.

TapBooks organizes what you upload and leaves every decision to you. Nothing is saved without your review, and your records can leave with you at any time.

How TapBooks handles your data

  • No bank login required

    Import a CSV statement from your bank. TapBooks never asks for your banking password.

  • You review before saving

    Extracted details are suggestions. Nothing is recorded until you confirm it.

  • Export anytime

    Download your records and accountant package whenever you need them.

  • Payments by Stripe

    Card details are handled by Stripe. TapBooks does not store them.

FAQ

Questions before you start.

Ready to retire the spreadsheet? Your books, organized for you.

See pricing

$0 today · Cancel anytime

Pro is $17.99/month, or $12.42/month billed annually at $149/year.

TapBooks | Your time is worth more than spreadsheets