For accountants & advisors
Client-ready books, in plain text
Manage every client's ledger in one auditable workspace — double-entry rigor, instant financial reports, and zero lock-in for you or your clients.
Every client, one workspace
A clean set of books for every client
Each client gets a separate, cleanly isolated ledger, and you move between them in one workspace — no exports, no re-imports, no version soup.
- A separate, cleanly isolated ledger for each client.
- Consistent charts of accounts from reusable plain-text templates.
- Switch between client books without juggling tools or exports.
Audit-ready by default
An audit trail that writes itself
Plain-text entries plus git history mean every number in every report traces back to a line you can read, diff, and defend.
- A plain-text ledger plus git history is a complete audit trail.
- Double-entry validation catches posting errors before your clients do.
- Answer ad-hoc questions in seconds with BQL queries.
Client reporting
Reports clients actually understand
Turn the ledger into clear, interactive reports your clients can explore themselves — instead of another static spreadsheet attachment.
- Income statements, balance sheets, and trial balances in one click.
- Interactive dashboards instead of static spreadsheets.
- Share or export freely — your client's data is never locked in.
Why plain text
Why professionals choose plain text
Client books carry real responsibility. Plain-text accounting gives you a format you can audit, automate, and hand over — today and ten years from now.
Auditable
Every number in every report is traceable to a plain-text entry, with git history for who changed what and when.
Portable
Client data lives in an open format. Export the complete ledger anytime — no proprietary database to escape.
Automatable
Use the API, MCP server, and AI assistant to automate repetitive work like categorization and reconciliation.
Open foundation
Built on Beancount, the open-source double-entry engine trusted by the plain-text accounting community.
FAQ
Questions professionals ask
Running client books on plain text, in practice.
Can I manage multiple clients?
Yes. Each client gets a separate ledger, and you can switch between client books anytime from one workspace. Templates keep charts of accounts consistent across clients.
How do clients hand over their data?
However it suits them: plain-text files, a shared git repository, or Smart Import, which turns bank statements and receipts into reviewed entries with AI assistance.
Is there an API for automation?
Yes. beancount.io offers an API, an MCP server, and an AI assistant, so you can script imports, categorization, and reporting instead of doing them by hand.
What happens if a client leaves?
Export the complete plain-text ledger and hand it over. It's a standard Beancount file your client can open with any compatible tool — no lock-in, no conversion fees.
Run your client books on plain text
Free to start. Auditable, automatable, and always exportable — for you and every client you serve.