Books — simple bookkeeping for your business
Books is lightweight bookkeeping built into your employer portal: track income and expenses, send invoices, connect your bank, and see reports — without learning a full accounting system.
What's included per plan
| Plan | Includes |
|---|---|
| Portal | Basic Books: manual income/expense entries, CSV import, receipts, simple invoicing, and the basic reports (profit & loss, expenses by category, income by month). |
| Scale | Everything in Portal, plus a preview of full Books — bank feeds, tax-ready reports, and the hiring tie-in are visible as a locked upgrade preview. |
| Corporate | Full Books: everything in Portal, plus Plaid bank feeds with transaction matching, tax-ready exports (Schedule C summary, IRS expense mapping, quarterly-estimate worksheet), and the hiring tie-in (payroll cost + cost-per-hire). |
How to use Books
1. Track income & expenses
Add entries by hand, or let Taylor suggest a category from the description — you always confirm before it's saved.
2. Import a CSV
Download the template, fill in your rows, and upload it — you'll get a summary of how many rows were imported and skipped (with why).
3. Connect your bank (Corporate)
Connect a bank account and transactions flow in automatically. Review each one to confirm or decline a match to an existing entry.
4. Send invoices
Create an invoice, send it by email, mark it paid, or send an overdue reminder. Invoices are records only — Books never processes a payment.
5. Check your reports
See profit & loss, expenses by category, and income by month at a glance. Corporate also gets tax-ready exports and cost-per-hire for each job.