Stop losing billable hours to bookkeeping
Built for consultants, agencies, legal practices, and real estate professionals — Bookist understands project-based revenue, client profitability, and the financial complexity of professional services.
Your most expensive employee is you.
Every hour you spend on bookkeeping is an hour you're not 💵 billing clients.
Protect billable time
Stop spending hours on reconciliations and month-end cleanup. Bookist removes the busywork so you stay focused on delivery and growth.
See client profitability
Know which clients, retainers, and projects actually perform — without digging through reports, spreadsheets, or half-tagged expenses.
Get answers, instantly
Ask plain-English questions and get immediate, data-backed answers — without accountant-speak or report wrangling.
A complete financial system
Automated financials for high-performing firms. Bookist combines AI automation with human accountants to replace your back office. Stop tracking billable hours just to lose them on admin.
Foundation
Modern Bookkeeping
A dedicated finance team handles categorization, reconciliation, and monthly close. All the unglamorous work that keeps you decision-ready.
Compliance
Tax-Ready Finances
Your books stay tax-compliant all year. When filing season comes, you’re already prepared, organized, documented, and confident — not scrambling.
Intelligence
AI Financial Insights
Your books don't just balance — they talk back. AI-powered insights turn transaction data into strategic intelligence. Which clients drive margin? Where's the money leaking?
Vault
Smart
Document Hub
Forward an invoice. Upload a receipt. Bookist matches it to the right client, extracts the data, and files it perfectly. Stay audit-ready without the filing cabinet.
CONVERSATIONAL FINANCE
Meet your new financial analyst — works 24/7.
Ask, don't analyze.
No pivot tables. No accountant translation. Just ask what you need to know and get back instant, plain-English answers rooted in your actual books.
AI speed. Human accuracy.
Smart, AI-powered systems and expert guidance, working as one. Every company is assigned a dedicated Finance Team that reviews 100% of your transactions.
The 5-minute month-end.
No more "Please clarify this transaction" email threads. When we need your input, we flag it in your Action Center, you review, click, and you're done.
Built to protect margin.
Bookist flags duplicate charges, spending anomalies, and out-of-policy expenses before they compound. Think fraud detection, but for all the ways money quietly walks out the door.
Bookkeeping starts at $289 a month
Stop compromising. Get everything.
Most firms choose between affordable DIY tools that create chaos, or expensive accountants who work on their timeline, not yours.
Bookist gives you everything, no compromise!
How professionals run their finances with Bookist
For firms that bill, deliver, and repeat.
Track profitability by client and project. Monitor subcontractor spend. Separate billable from overhead expenses with precision.
Ask Bookist AI:
"Which consulting projects had the best margins this year?"
Results that matter to
your firm.
10+ hours back, every month
That’s 10 more hours you can bill to clients or spend on business development.
100% tax-ready, year-round
No scrambling in April. Your books stay current so tax season becomes a simple handoff.
Better margins, no surprises
Catch billing errors, duplicate expenses, and cost overruns before they erode profitability.
Build a better firm.
Get clean books, instant clarity, and a finance team behind you. All in one platform.