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Live bank feeds start on the Starter plan: go to Banking and choose Connect a bank. Bokeping uses Plaid, so the connection is read-only and your bank credentials never touch our servers. Transactions start flowing in automatically, ready to be sorted. On Free you bring bank activity in yourself by CSV import.

Yes. CSV and QBO import are built in and free on every plan, including Free — importing your history is a different thing from a live bank feed, and it is never gated. Bring customers, vendors, invoices, and bank history with you — most switchers are done in an afternoon.

Turn on online payments and every invoice you send includes a pay button. Payments are recorded against the invoice automatically, so your books stay current without retyping anything.

Accountant access is free on every plan, including Free. Send an invite from Settings and they see clean, current books — without counting against your team limit.

It’s checking that what your books say matches what your bank says. Bokeping lines the two up for you and points out anything that doesn’t match, so month-end is a check, not a hunt.

Bokeping learns how you sort your bank activity and starts suggesting categories for new transactions. You confirm with a click, and it gets better as you go.

Yes. Set your rates once and Bokeping applies them on invoices, tracks what you’ve collected, and shows what you owe come filing time.

On the Growth and Scale plans, yes — items, quantities on hand, and cost of goods sold, kept in step with your invoices and bills.

Profit & Loss, Balance Sheet, and Cash Flow, plus a full general ledger for your accountant. Every number traces back to the entry behind it.

Yes — multi-currency is included on the Growth and Scale plans. Invoice in your customer’s currency and your reports stay in yours.

Any time, from Settings. Upgrades apply right away; downgrades and cancellations take effect at the end of your billing period. Your data stays yours either way.

Your data is encrypted in transit and at rest, bank connections are read-only, and every number sits on a real double-entry ledger with a full audit trail. We never sell your data.