Finally know what you can pay yourself.

Bookwise reads your bank feed and turns it into three honest numbers: what came in, what to set aside for taxes, and what is yours to keep. Built for people who get paid on a 1099 and have to figure the rest out alone.

Start freeSee how it works

14 days free. No credit card to start.

A Tuesday morning in Bookwise

May 2026
Came inThree client invoices, one retainer, one referral. Named in your language.
$4,120
Set aside for taxesWaiting in its own bucket, so April is a formality.
$1,030
Yours to keepPay yourself with a clear conscience.
$2,376
Sample numbersYours will be real.

How those three lines stay true

1

Connect your bank once. Every dollar sorts itself into words you actually recognize.

2

Set one number aside each month. It waits in its own tax bucket until April.

3

Snap receipts and forget them. They file themselves.

4

Ask Sage anything. Plain-English answers, never a lecture.

5

Hand your CPA one clean export. A smaller bill, a faster tax season.

This is the actual app

A sample account, so you can see the real screens before you hand over an email.

The Bookwise dashboard showing take-home pay of $7,637 for July, a breakdown of where the money went, and two items waiting for review.
Your month, on one screenTake-home pay first, then what came in, what is held back for taxes, and what the business spent. Anything that needs you is listed underneath.
The Bookwise ledger listing 63 transactions by date with income, expenses and net totals, next to a Sage note reading the spending pattern.
Every transaction in plain wordsSorted, searchable, and named the way you would say it out loud. Sage reads the month alongside you and points out what moved.
The Bookwise reports screen showing $20,720 set aside for taxes and each quarterly estimate with its due date and status.
Tax season stops being a surpriseThe set-aside total, every quarter with its due date, and a clear mark on the one you still owe.

What is in the app

Your Language, Not Ours

Bookwise replaces accounting jargon with words from your world. Agents see commission income and desk fees. Consultants see project income and billable hours. Locums see shift income and licensing. No translation required.

Money Buckets

Every dollar you earn flows into Taxes Set Aside, Business Expenses, and Growth Fund automatically. You always know at a glance whether the work is paying you back.

Taxes Set Aside

Based on your monthly income, Bookwise shows how much to set aside using a 25% recommended safety rate, so you have a clear number before each deadline. Always confirm your rate with your CPA.

Sage AI Insights

Sage AI reads your numbers each day and tells you what it sees. Income patterns. Changes in what you are spending. Observations in plain language.

Receipt Scanning

Snap a photo of any receipt. Sage AI reads the amount, date, and category and files it automatically into your Google Drive. You will never lose a receipt at tax time.

Google Drive Sync

Receipts and exports are automatically organized in a dedicated Google Drive folder. Your records are always backed up and ready for your CPA.

CPA Export

One tap generates a clean export organized by Schedule C line. Dated, categorized, and noted. Your CPA starts from it instead of starting over.

Simple, honest pricing

Start with a free 14-day trial. No credit card required. Cancel any time and your records stay yours to export.

Solo

$19 per month

Everything you need to stay on top of your money, every day.

  • Money Buckets dashboard
  • Daily Pulse log
  • Sage AI daily insights
  • Receipt scanning (30/month)
  • Stripe or Plaid import
  • CPA export (CSV)
  • Google Drive sync
  • Tax deadline countdown
Start free

Pro

$49 per month

Ask Sage AI anything. Get your numbers delivered monthly. Run the whole business.

  • Everything in Solo
  • Ask Sage AI: direct AI questions
  • Monthly Sage AI Report emailed to you
  • Unlimited receipt scanning
  • Multiple bank connections
  • Multiple business profiles
  • Priority support
  • Unlimited transaction history
Start free

Questions

Is this real bookkeeping?

Bookwise organizes your income and expenses with clarity. For tax filing, we always recommend working with a licensed CPA. We make their job easier and your bill smaller.

Do I need to know accounting?

Not at all. Every label in Bookwise is written in plain language for your profession. No spreadsheets. No jargon. Just your numbers.

What about my existing data?

Connect your bank through Plaid. Import from Stripe if you take card payments. You can also add entries manually anytime.

Is my data safe?

Your records are private and encrypted. Only you can see them. We never sell your data, ever.

What does it cost?

Bookwise starts with a free 14-day trial. No credit card required. After that, the Solo plan is $19 per month and Pro is $49 per month.

Do I need to talk to anyone to start?

No. Create an account and you are in. There is no call, no demo, and no waiting on us to approve you.

A note from the founder

Aya, founder of Bookwise and The Zen Bookkeeper

You didn’t go out on your own to do bookkeeping. You went out on your own to do the work you are actually good at. Somewhere along the way, a shoebox of receipts and a guilty feeling in April got added to the job description.

I know that shoebox well. I have a master’s degree in accounting and spent ten years doing corporate audits, and the people I met working for themselves along the way changed my life. I left corporate to open The Zen Bookkeeper, a bookkeeping firm for people who work for themselves, and then built Bookwise so you could have a tool of your own.

Bookwise takes that part back off your plate. You open it with your morning coffee, it takes ninety seconds, and you close it knowing exactly where you stand. No spreadsheets. No jargon. No dread.

Aya

Founder of Bookwise and The Zen Bookkeeper

See your own numbers tonight

Connect an account or type in a few entries by hand. Either way you will know what came in, what to set aside for taxes, and what is actually yours to keep.

Start free

Free 14-day trial. No credit card required.