What TrainedBooks is.
Quick answer
TrainedBooks is AI-native bookkeeping and finance-operations software for service-based small businesses. It categorizes every bank and card transaction with a plain-English reason, closes your books by the fifth business day, and shows your real profit and a monthly tax set-aside, then prepares a CPA-ready packet. You review the few flagged items and own an exportable ledger. From $29/mo — software, not a CPA firm or tax preparer.
Last updated: June 2026
Overview
TrainedBooks is AI-native bookkeeping software built for service-based small businesses. It sits between DIY accounting software you still have to operate by hand and a costly done-for-you service — the AI does the recurring categorization and the monthly close, and you stay in control by reviewing only what it flags.
What it does
Bring in your bank, card, or QuickBooks activity — CSV, statement PDF, or a receipt photo. TrainedBooks categorizes every line with a confidence and a plain-English reason, learning each correction you make. It runs a guided monthly close — review, reconcile, lock — aimed at done by the fifth business day, then shows your profit, margin, and a monthly tax set-aside, and produces a CPA-ready accountant packet.
Pricing
Two plans: Solo at $29/mo (one business, up to 500 transactions a month) and Studio at $59/mo (higher volume, priority support). There's a free start with no card required. See full pricing.
Who it's for
- Consultants, coaches, and agencies
- Freelancers and solopreneurs
- Realtors and small landlords
- Designers, photographers, and IT-services firms
- E-commerce brands and other higher-volume service businesses
Trust facts
- Bookkeeping and finance-operations software — not a CPA firm or a tax preparer.
- Human-reviewed: AI does the work, you approve the few items that need a decision.
- You own your ledger and can export the full transaction register anytime.
- A tax set-aside is guidance to help you plan; filing stays with you or your CPA.
TrainedBooks is bookkeeping and finance-operations software — human-reviewed, not a CPA firm or a tax preparer. Your data stays yours; export anytime.