KeepwiseBooks
Bookkeeping software for small businesses, churches, and households.
KeepwiseBooks offers bookkeeping software designed for small business owners, churches, and households, providing honest reporting and financial clarity. The platform is built on SOC 2 infrastructure, ensuring security and data privacy. Users can easily track their financial performance with an intuitive dashboard that updates automatically. Key features include cash and accrual basis accounting, customizable chart of accounts, unlimited users, and seamless integration with Plaid for secure account connections. The software simplifies year-end tax reporting and allows for easy categorization of transactions, making it a valuable tool for effective financial management.
Credentials & Affiliations
- SOC 2 Type II Certified
Services & Offerings
Bookkeeping
Financial Reporting
Tax Reporting
Data Import
Expense Tracking
User Management
Account Integration
Transaction Categorization
Mileage Tracking
Document Upload
Custom Chart of Accounts
Real-time Dashboard
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Details
Member sinceOctober 2026
Affirms ManifestoOctober 2026