Clean up messy books without the hourly cleanup project.
TrainedBooks helps small businesses diagnose bookkeeping issues, clean up transaction history, and keep books in shape going forward.
How TrainedBooks works
Run a free diagnostic
Connect your accounts and instantly see categorization gaps, duplicates, reconciliation issues, and cleanup recommendations.
Choose your cleanup
Pick the cleanup tier that matches your account complexity and history.
Keep things clean
Start a monthly Keep-Clean plan for ongoing transaction categorization, alerts, and financial visibility.
What TrainedBooks cleans up
Uncategorized and miscategorized transactions
Duplicate or suspicious entries
Reconciliation mismatches
Merchant and vendor naming inconsistencies
Messy month-end reporting inputs
Cleanup pricing at a glance
One-time cleanup by account complexity, then optional monthly Keep-Clean plans from $49/mo.
Cleanup Light
Best for simpler books
Up to 2 connected institutions, up to 4 accounts, and up to 2 years of history where available.
See full pricing →Cleanup Plus
For more accounts and more cleanup work
Up to 4 connected institutions, up to 8 accounts, and up to 2 years of history where available.
See full pricing →Cleanup Max
For the highest-complexity self-serve cleanup
Up to 8 connected institutions, up to 16 accounts, and up to 2 years of history where available.
See full pricing →Frequently asked questions
What is bookkeeping cleanup?
Bookkeeping cleanup means fixing messy records so your books are easier to trust and easier to use. TrainedBooks focuses on transaction categorization, normalization, reconciliation checks, anomaly detection, and reporting support.
How far back can TrainedBooks clean up?
TrainedBooks supports up to 2 years of transaction history where your financial institution and connection support it.
Do I need to talk to a bookkeeper?
Not to get started. TrainedBooks is designed to be self-serve.
Will my bank connection stay active forever?
For one-time cleanup, your Plaid connection is removed after cleanup unless you enroll in Keep-Clean.
Is TrainedBooks tax advice?
No. TrainedBooks is software and does not provide tax, audit, or legal advice.
Important to know
TrainedBooks is software, not a CPA firm or public accounting firm. TrainedBooks does not provide tax, audit, or legal advice. Cleanup covers transaction categorization, normalization, reconciliation checks, and reporting. Complex accounting questions may still require your accountant.
See what needs cleaning up — free.
The diagnostic shows categorization gaps, duplicates, and reconciliation issues before you pay anything.
Run Free Diagnostic