Accountants & bookkeepers
Work from traceable books with controls, close, and client access.
Cleanup and handoffs consume advisory time. Ledger, reconciliation, audit trail, accounting health and controlled close are in the product, so client work starts from evidence instead of a cleanup pass.
No credit card required · Your onboarding starts on the manage books for clients path
What you actually get
Every one of these posts to the same double-entry ledger, so the operational view and the financial statements never disagree.
- General ledger
- Reconciliation
- Audit trail
- Period close
- Accounting health
- Reports
- Roles & access
Client work with the controls already in place
The operational side of the client’s business posts into the same ledger you review, which is what removes most of the reconciliation work.
Client selection and roles
Pick the client business, invite the client or a colleague, and work with role-based access rather than shared logins.
Accounting health
A health review surfaces unbalanced, unreconciled or unresolved items before you sign anything off.
Reconciliation and close
Bank reconciliation and a controlled period close give you a defensible cut-off for each period.
Reports and exports
Statements, trial balance, and exports are produced from the ledger, with drill-down to the originating entry.
Traceable by design
The things you would otherwise have to reconstruct are recorded as they happen.
Full audit trail
Postings retain their origin, so a number can always be explained.
Permissions unchanged by the UI
What a user can do is decided by their role, not by which navigation mode they are in.
Read-only intelligence
Financial Intelligence reads the client’s ledger and reports what it finds. It does not post, adjust, or give advice.
Your first outcome
Review your first client’s accounting health
Your onboarding checklist is built around that outcome, and each step is ticked off by the work you actually do in the product — not by clicking a checkbox.
Transparent pricing, 30-day trial
Plans start at $4.99/month. All features are included during the trial, and no card is required to begin.
Questions people ask before switching
Does YourProfitBook replace the accountant?
No. It gives you books to work in — ledger, reconciliation, audit trail and close — so your time goes to advisory work rather than cleanup.
Can I bring a client across from QuickBooks?
Supported QuickBooks Online and spreadsheet records can be imported. Migration is a one-time import, not an ongoing synchronisation.
Can I manage more than one client business?
Yes. You can create or be invited to multiple client businesses and switch between them; the active business is shown in the header at all times.
Does the product file tax returns?
No. YourProfitBook produces the reports and records that support filing. It does not file returns.
Choose your operating model
The platform is the same. What you see first depends on how the business actually runs — and your choice shapes the workspace and checklist you land on after signup.
Service & project businesses
Revenue can look healthy while jobs lose money.
Know which work makes money before the month is over.
See how it works →
Product, inventory & purchasing
Stock, purchasing, and accounting disagree.
Connect purchasing, inventory cost, sales, and real gross margin.
See how it works →
Multi-entity companies
Separate companies create fragmented visibility.
Run each entity separately and see the group clearly.
See how it works →
QuickBooks switchers
Switching feels riskier than staying frustrated.
Move supported records into a professional accounting platform without starting from zero.
See how it works →