We catch your books up for you, once
Start with a free diagnostic to see what is actually wrong. Then pay one flat price and a person brings the books current. Monthly monitoring afterwards is optional software, and you can skip it.
Free Diagnostic
- See cleanup issues before you pay
- Identify uncategorized transactions
- Flag duplicate activity
- Detect reconciliation gaps
- See whether your books fit the flat cleanup price
Get your books caught up, once
One flat price for the whole job, inside the scope below. Anything outside it gets a quote first, so the price never moves after you have paid.
Done-for-you Cleanup
A person cleans up your books, start to finish
Flat price for up to 12 months behind, a sole proprietor or single-member LLC, one bank account, and under about 100 transactions a month, with no payroll, no inventory, and no sales tax.
A person does this work, not a bot. Software does the first pass, then a human reviews every flagged item, asks you about anything genuinely ambiguous, and signs off on the result.
Most books in this scope finish within 10 business days, counted from the day your account is connected and your questions are answered. If yours will take longer, you hear that before any work starts, not after.
Start with the free diagnosticWhat you get
- Up to 12 months of catch-up in one pass
- Every transaction categorized and reviewed by a person
- Duplicates found and removed
- Bank reconciliation for each month in scope
- Vendor names normalized
- A written list of what was ambiguous and how it was decided
- Year-end P&L and Balance Sheet you can hand to whoever files your return
- Exportable ledger you own, so you are never locked in
- 30-day money-back guarantee
Gets a quote instead of the flat price
- More than 12 months behind
- An S-corp, C-corp, partnership, or multi-member LLC
- More than one bank account, or credit cards, loans, or merchant accounts on top of it
- More than about 100 transactions a month
- Payroll, inventory, or sales tax anywhere in the business
- More than one entity, or personal and business money in the same account
- Crypto, or income and spending in more than one currency
Not included, at any price
- Tax returns of any kind. TrainedBooks is not a tax preparer and does not file.
- Tax, audit, or legal advice, and any form of assurance on the numbers
- Payroll setup, payroll filings, or cleaning up payroll history
- Inventory or cost-of-goods tracking
- Sales tax registration, returns, or nexus work
- Chasing your bank or a third party for records on your behalf
- Rebuilding books from paper receipts with no bank record behind them
Keep things clean every month
Optional, and software rather than a person: once the books are current, TrainedBooks categorizes new transactions, flags what looks wrong, and closes each month. Cancel anytime.
- Ongoing transaction sync
- AI categorization
- Reconciliation alerts
- Monthly P&L and Balance Sheet
- Simple monthly issue summaries
Keep-Clean Growth
For growing businesses with more accounts, vendors, and edge cases.
- Everything in Starter
- More account coverage
- Priority anomaly detection
- Vendor learning and normalization
- Cash flow snapshots
Keep-Clean Multi
For higher-volume or multi-entity businesses that need deeper ongoing monitoring.
- Everything in Growth
- Higher-volume account coverage
- Multi-entity support
- Consolidated monitoring
- Advanced monthly oversight
Questions, answered
What does a cleanup include?
Every transaction in scope categorized (and mis-categorized ones fixed) with a plain-English reason, duplicate detection, reconciliation checks, vendor normalization, each month reconciled, and a year-end P&L and Balance Sheet you can hand to whoever files your return. A person does the work and reviews every flagged item, and asks you about anything genuinely ambiguous rather than guessing.
How far back does the cleanup go?
The flat price covers up to 12 months behind. Anything further back is quoted before work starts, so the number never moves after you have paid. TrainedBooks can pull up to 2 years of transaction history where your institution supports it, and you can upload older CSVs or statement PDFs on top of that. Months beyond the flat-price scope are quoted first. How much history we can pull depends on your bank or card issuer, and some institutions provide less through Plaid.
What happens to my bank connection after a one-time cleanup?
It's removed. Plaid connections used for a one-time cleanup are removed after cleanup unless you enroll in Keep-Clean. The transactions already imported stay in your books, but the live connection is severed. If you start Keep-Clean, the connection stays so your books keep syncing.
Will it get my books wrong?
TrainedBooks categorizes every transaction with a plain-English reason and a confidence level, and it flags anything unclear instead of guessing. You approve everything, and nothing counts until you say so. The free diagnostic shows you what it found before you pay a cent.
Is my financial data safe?
Yes. Bank connections are read-only, so we can see transactions to do your books but can never move money. Your data is encrypted in transit and at rest, we never sell it, and we never use it to train any model. Connections used for a one-time cleanup are removed after cleanup, and you can export or delete everything anytime.
Is this tax advice? Are you a CPA?
No. TrainedBooks is bookkeeping software, not a CPA firm, accounting firm, or tax preparer, and nothing it produces is tax advice. It cleans up the books and prepares a tax-ready package; a licensed tax professional reviews it and files your actual return.
Do I need a credit card to start?
No. The diagnostic is free with no card required, so you see the issues in your books before deciding anything. You only pay if you choose a cleanup, and cleanup purchases and your first Keep-Clean month carry a 30-day money-back guarantee.
Can I cancel Keep-Clean anytime?
Yes. Cancel in a click, keep access through the period you've paid for, and export your full ledger on the way out. Your data is always yours.
Transaction history depends on institution coverage and may be limited. Plaid connections used for one-time cleanup are removed after cleanup unless you enroll in Keep-Clean.
TrainedBooks is not a CPA firm or a public accounting firm, does not prepare or file tax returns, and does not provide tax, audit, or legal advice. The cleanup is bookkeeping work: categorizing transactions, normalizing vendors, reconciliation, and reporting. It is done by a person using our software, and it is not an audit or any form of assurance on your numbers. Complex accounting and tax questions still need your accountant, and we will tell you when you have hit one.
Intuit and QuickBooks are registered trademarks of Intuit Inc. Used with permission.