Bookkeeping for agencies and firms.
Quick answer
TrainedBooks is AI-native bookkeeping software built for service businesses that close their own books — it categorizes every transaction, shows your profit and a monthly tax set-aside, and hands your CPA a clean packet by the fifth business day. If you run an agency or bookkeeping firm that needs per-client P&L, accounts receivable, multiple entities, or shared team access, those are on our roadmap — tell us exactly what you need and we'll build it with you. A single agency closing its own books can start free today.
Last updated: June 2026
What works today
- AI categorizes payroll, subcontractors, ad spend, and SaaS — with a plain-English reason for each line
- Your real profit, margin, and a monthly tax set-aside, closed by the fifth business day
- A CPA-ready accountant packet — P&L, balances, open items, and the full register
- A single business (one entity) doing its own books — start free, no card required
What we're building for firms
- Multiple clients and entities closed from one dashboard
- Profit per client and per project, not just one blended P&L
- Accounts-receivable and accounts-payable aging — who owes you and who you owe
- Team seats and roles, so your bookkeeper, owner, and ops can share access
Tell us what your agency needs.
We'd rather build the firm workflow with you than sell you something that doesn't fit yet. Tell us how you run — how many clients and entities, what your accountant expects, who needs access — and we'll come back to you personally.
Just closing your own agency's books? Start free →
Agencies & firms — FAQ
Can TrainedBooks manage multiple clients' books in one place?
Not yet. Today TrainedBooks closes the books for one business — your own. Closing every client and entity from one dashboard is exactly what we're building, and it's what we'd most like your input on. Tell us how your firm runs and we'll build with you.
Does TrainedBooks show profit per client or per project?
Not yet — today it gives you one clean P&L, profit, and tax set-aside for the business. Per-client and per-project profitability is on our roadmap; let us know if it's a must-have so we can prioritize it.
Can my team share access?
Today an account is one login. Team seats and roles (owner, bookkeeper, ops) are planned — if multi-user access matters for your agency, tell us how you'd use it.
What can my agency use TrainedBooks for right now?
If you're an agency closing your own books, it works today: the AI categorizes payroll, subcontractors, ad spend, and SaaS, then gives you profit, a tax set-aside, and a CPA-ready packet by the fifth business day. You can start free with no card.
Are you a fit for a bookkeeping firm or accountant?
If you keep books for clients, we'd love to build the firm workflow with you — a per-client close, an accountant packet per client, and one dashboard. It's early, so contact us and help shape it.