For small business owners without a bookkeeper

Hand off your bookkeeping and focus on running your business.

Our AI and a human bookkeeper will get your books CPA-ready in 14 days, or you don't pay.

500K+ transactions processed • 99.9% uptime • No credit card required

Your books, in progress

Day 9 of 14

  • Office lease

    Rent

    −$2,400.00

  • Biweekly payroll run

    Payroll

    −$8,150.00

  • Design software plan

    Software

    −$54.99

  • Client invoice paid

    Revenue

    +$6,200.00

Categorized by AI, verified by your bookkeeper

BoKapsys connects to 12,000+ financial institutions through Plaid and protects your banking credentials with AES-256 encryption.

Plaid AES-256 Encryption

Why this works

Doing your own bookkeeping works until your CPA needs the records.

If your CPA organizes a year of transactions during tax season, you pay for those hours and any missed deductions.

The Hands-Off Books System has AI categorize your transactions and a bookkeeper verify them. Your books are CPA-ready in 14 days, or you don't pay.

How it works

3 Steps to CPA-Ready Books

  1. Share Your Bank Statements

    Upload your bank statements as PDF or CSV files, or connect your financial accounts securely through Plaid.

  2. AI Categorizes, a Bookkeeper Reviews

    Our AI categorizes each transaction, from rent to payroll to software, and a bookkeeper verifies the results.

  3. Hand Your CPA Organized Financials

    Export a profit and loss statement or balance sheet in a single click whenever your CPA asks for one.

Built for you if

  • You're running a business with one to ten employees, including yourself.

  • You're managing your own bookkeeping in spreadsheets, QuickBooks, or Xero.

  • You want reliable financials for your CPA without adding someone to payroll.

Who it's not for

  • Your business has grown well beyond ten employees.

  • You already pay a full-time bookkeeper or controller.

  • You want software that replaces your accountant.

Your bookkeeping, payroll, and taxes in one login.

  • Accurate books, or no bill: If we miss the 14-day deadline, you don't pay.

  • No entering the same numbers twice: Payroll, invoicing, and tax estimates all pull from the same financial records.

  • Know your numbers without learning accounting: Ask what marketing cost you last quarter and get an immediate answer.

Frequently Asked Questions

What does “CPA-ready in 14 days, or you don't pay” mean?

If your books aren't CPA-ready 14 days after you share your statements, you don't pay for BoKapsys until they are.

What does “CPA-ready” mean?

CPA-ready means your certified public accountant (CPA) can start immediately. We classify every transaction and reconcile each account with your bank statements.

Do I have to connect my bank account?

No, you can start by uploading PDF or CSV statements and connect your bank through Plaid whenever you're comfortable.

Is my financial data secure?

BoKapsys protects your banking credentials with AES-256, a widely used encryption standard, and records every change to your books.

Do I still need my CPA?

Yes, BoKapsys isn't a CPA firm, so your accountant still prepares your tax returns from the records we maintain.

Can BoKapsys run payroll too?

Yes, BoKapsys pays employees and contractors and generates their W-2 and 1099 tax forms from your bookkeeping.

How much does BoKapsys cost?

You can begin with a free 30-day trial and no credit card, and we'll explain plan pricing during your call.

CPA-ready books in 14 days, or you don't pay.

See how the Hands-Off Books System would organize your bank statements during a 30-minute call.

Free 30-day trial • Plan pricing walked through on the call

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