What TrainedBooks is.

Overview

TrainedBooks does two different jobs, and it is worth being clear about which is which. Catching up behind books is done for you: a person works through the backlog, using our software to do the first pass, and signs off on the result. Keeping the books clean afterwards is software you run, which categorizes each new transaction and closes the month, leaving you to review only what it flags. Either way you get a tax-ready package your tax pro can file from, and a ledger you own and can export. We are not a CPA firm and we do not file returns.

What it does

Bring in your bank, card, or QuickBooks activity as a CSV, a statement PDF, a receipt photo, or OFX/QFX, with live bank feeds (Plaid) and QuickBooks Online import when enabled. TrainedBooks categorizes every line with a confidence score and a plain-English reason, learning each correction you make and flagging only the ambiguous tail. It runs a guided monthly close (review, reconcile to your statements, lock) aimed at done by the fifth business day, then shows your profit, margin, and a location-aware tax set-aside (real 2025 US federal self-employment and income tax plus your state income tax, entity- and filing-aware). It handles multiple currencies, invoicing and A/R-A/P aging, and an ask-anything assistant grounded in your books that also takes action, and it produces a tax-ready accountant package so your tax pro just reviews and files.

Pricing

Three steps. A free diagnostic (no card required) shows the issues in your books before you pay anything. A flat-price cleanup at $1,500, done for you by a person, covers up to 12 months behind on simple books. Anything outside that scope is quoted before work starts. Then Keep-Clean at $49 to $149/mo keeps the books clean month after month, and you can cancel anytime. See full pricing.

What's included

• Automatic categorizing: every bank and card transaction gets a confidence score and a plain-English reason. TrainedBooks learns from your corrections and flags only the ambiguous tail for review (fail-closed; it never guesses silently).
• Guided monthly close: review, reconcile to your statements, and lock, aimed at closed by the fifth business day.
• Location-aware tax set-aside: real 2025 US federal self-employment and income tax plus your state income tax, entity- and filing-status aware, with a VAT / sales-tax estimate and a free self-employment tax calculator.
• Multi-currency support across 15+ currencies (higher Keep-Clean plans).
• Invoicing and A/R-A/P aging (higher Keep-Clean plans).
• Reporting: profit and margin, full financial statements (P&L, Balance Sheet, and Statement of Cash Flows), month-over-month trends, a year-end 1099-NEC contractor summary, and a tax-ready accountant package (all of the above plus balances, transaction register, open items, and A/R-A/P aging). Export to CSV or Save-as-PDF, and own and export your full ledger anytime.
• Imports: bank and QuickBooks CSV, PDF statements, receipt photos, and OFX/QFX, plus live bank feeds (Plaid) and QuickBooks Online import when enabled.
• Ask-anything assistant grounded in your books that also takes action: recategorize, set your location, currency, or VAT, approve items, and more.

Who it's for

• Consultants and coaches
• Freelancers and solopreneurs
• Realtors and small landlords
• Designers, photographers, and IT-services firms
• E-commerce brands and other higher-volume service businesses
• Small teams and growing businesses, not just the self-employed

Trust facts

• TrainedBooks does the bookkeeping and prepares a tax-ready package so your tax pro just reviews and files.
• Done for you, reviewed by you: TrainedBooks does the work and you approve the few items that need a decision.
• You own your ledger and can export the full transaction register anytime.
• It's bookkeeping software, not a CPA firm or tax preparer. A tax pro files the return, and the tax set-aside is a planning estimate, not a filed return.