Import your transactions.
Upload a CSV from your bank or credit card. Check the preview before adding transactions to your books.
FREE BOOKKEEPING & INVOICINGYour books,
Your books,
shipshape.
Import bank transactions, track expenses, and send invoices. Free bookkeeping for freelancers and small US businesses.
No subscription. USD only.
Online payments have Stripe processing fees.
A MONTH IN YOUR BOOKSSAMPLE DATA
north.STUDIO NORTH
Your books SEPTEMBER
INCOME$6,800.00Money received
EXPENSES$1,240.00Money spent
Net profit CASH BASIS · USD$5,560.00
YOUR NEXT STEPSTO REVIEW
Review transactionsCategorize spending and match receipts.
8Reconcile your accountsCheck your books against your statements.
→ Export records for your accountant
Import bank CSVs Income & expense reports Send invoices
HOW IT WORKSThree steps.
Three steps.
One tidy set of books.
Put everything in its place.
Sort income and expenses into categories, match payments to invoices, and check your accounts against your statements.
See how business is going.
Review your profit and spending. Export your records when it’s time to share them with your accountant.
INCOME, EXPENSES & INVOICESWhat came in.
What came in.
What went out.
See your transactions together and spot what still needs a category. Create invoices in the same place, share a link with clients, and match payments when they arrive.
Try the demoTRANSACTIONSSample workspace
Layers StudioInvoice receipt · matched
+$2,400.00ReviewedDesign softwareSoftware & subscriptions
−$48.00ReviewedOffice suppliesChoose a category
−$85.00ReviewEvery little expense has a home.
PRICINGKeep your books.
Keep your books.
Keep your money.
Bookkeeping and invoicing cost $0. If you accept online payments, Stripe charges its usual processing fees. SailBooks adds no payment fee.
Start freeBOOKKEEPING & INVOICING
¹ Stripe fees apply. Payment methods depend on your Stripe account.
$0/ month
No subscription.
- Track bank and credit card accounts
- Import and categorize transactions
- Check accounts against statements
- Cash-basis profit reports and CSV exports
- Invoices with online payments¹
¹ Stripe fees apply. Payment methods depend on your Stripe account.
QUESTIONS, ANSWEREDA few things
A few things
to know.
Who is SailBooks for?
Freelancers and small US service businesses, like designers, developers, writers, and consultants. SailBooks supports one business per account and uses USD. Payroll, inventory, and tax filing aren’t included.
Does it connect to my bank?
You upload transactions as CSV files from your bank, then review them before importing. There are no automatic bank feeds or PDF statement imports yet.
What’s free?
Bookkeeping, CSV imports, reports, exports, and invoicing. There’s no subscription or SailBooks payment fee. Preview limits apply. Stripe charges processing fees if you accept online payments.
Do I need Stripe?
Only if you want clients to pay invoices online. Bookkeeping works without it. Stripe transactions aren’t automatically imported; you can upload them as a CSV.
How do I send an invoice?
Create and publish an invoice, then copy its link into your own email or message. You can also save it as a PDF using your browser’s print menu. Invoice emails and reminders aren’t sent automatically.
How can clients pay?
With a connected Stripe account, clients can pay by card or ACH bank debit where supported. They don’t need a SailBooks account. Bank payments can take time to clear; you’ll see when a payment is still processing.