Freelancers: your books, closed by the fifth business day.
Quick answer
For freelancers, TrainedBooks is AI-native bookkeeping software that closes your books by the fifth business day. It categorizes every bank and card transaction with a plain-English reason, shows your real profit and a monthly tax set-aside, and hands your CPA a clean, file-ready packet. You review the few flagged items and own an exportable ledger. From $29/mo, with a free start and no card required — bookkeeping software, not a tax preparer.
Last updated: June 2026
Independent freelancers and solopreneurs invoicing a handful of clients. TrainedBooks closes your books every month by the fifth — your profit, a tax set-aside so nothing surprises you in April, and clean records you (or your CPA) can file from with confidence.
The problem
Business and personal spending blur on the same cards, income trickles in from a few platforms, and you put off the books until tax season makes you panic.
What TrainedBooks does
TrainedBooks closes your books every month by the fifth — your profit, a tax set-aside so nothing surprises you in April, and clean records you (or your CPA) can file from with confidence.
Built for how a freelancer actually runs
Income from Stripe, PayPal, and direct deposits captured as revenue
Business expenses separated from personal noise on mixed-use cards
Home-office, software, and equipment spend categorized for the deduction
A simple monthly tax set-aside so estimated taxes never blindside you
How it works
Bring in your activity
Upload a bank or QuickBooks CSV, a statement PDF, or a photo of a receipt.
TrainedBooks does the close
Every line categorized with a confidence and a plain-English reason. It learns each correction you make.
You get your numbers
Profit, margin, and what to set aside for taxes — plus a CPA-ready packet. You approve; you stay in control.
Bookkeeping for freelancers — FAQ
I mix business and personal on one card. Can TrainedBooks cope?
Yes. TrainedBooks categorizes each line and surfaces the ambiguous ones for a quick yes/no, so business spending is captured without you sorting it all by hand.
How much does it cost for a freelancer?
Plans start at $29/mo, a fraction of a bookkeeper — and there's a free start with no card required so you can see your numbers first.
Does TrainedBooks file my taxes?
No. TrainedBooks is bookkeeping software: it gives you a clear tax set-aside and a CPA-ready packet. Filing stays with you or your accountant.