Double-entry accounting, done right
AccountingWise
One reconciled ledger behind everything, bank feeds, invoicing, and reports that tie out on both cash and accrual basis. Built for owners and the firms that keep their books.
Cash & accrual reports
Flip between cash and accrual and get P&L, Balance Sheet, Trial Balance, Cash Flow, and AR/AP aging that tie to the penny, from one ledger, exportable to CSV, Excel, and PDF.
Live bank feeds
Connect banks and cards through Plaid; Smart Assign pre-categorizes each transaction to the right GL account, with connection-health alerts and one-click relink that keeps all your history.
Invoices clients actually pay
Send itemized invoices with sales tax and retainers. Clients pay online by card or ACH with no account. You can see exactly when each invoice was opened before you follow up.
QuickBooks importer
Drop in your QuickBooks Online Excel exports and rebuild your chart, contacts, and full journal-entry history in minutes. Duplicate-safe, with a one-click undo window.
One-click bookkeeping
Post bill payments, expenses, owner distributions, loan payments, and depreciation from guided forms that build balanced double-entry entries for you, no debits and credits to wrangle.
Multi-client firm portal
Run a whole client roster from one login: isolated books per client, all-client roll-ups, engagement letters with e-signatures, and role-based access for your team.
Ready to see your books tie out?
Import from QuickBooks, connect a bank, and run a Balance Sheet in the same afternoon.
Frequently asked questions
Answers for business owners and accounting firms evaluating AccountingWise.
What is AccountingWise?
AccountingWise is a modern accounting platform for small businesses and accounting firms. It combines double-entry bookkeeping, live bank feeds, invoicing, tax tracking, practice management, and a built-in marketplace in one login, with plans that scale from solo owners to full-service firms.
How much does AccountingWise cost?
Plans start at $31.99/month for small businesses (Company Silver). Accounting firm and staff plans are free. Client portal tiers start at $1/month. See our pricing page for the full list.
Is AccountingWise good for accounting firms?
Yes. AccountingWise includes a multi-client firm portal with isolated books per client, all-client roll-ups, engagement letters with e-signatures, role-based staff access, and a Taxes tab showing every client's return status.
Can I import from QuickBooks?
Yes. Drop in your QuickBooks Online Excel exports and AccountingWise rebuilds your chart of accounts, contacts, and full journal-entry history in minutes. Duplicate-safe, with a one-click undo window.
Does AccountingWise support cash and accrual accounting?
Yes. Flip between cash and accrual basis at any time and get P&L, Balance Sheet, Trial Balance, and Cash Flow reports that tie to the penny from one reconciled ledger.
What's included in each plan?
Features depend on your subscription tier. Company Silver covers core bookkeeping; Company Gold adds the full accounting suite and multi-location support. Firm and staff plans are free and include multi-client workspaces and customizable staff permissions. Client portal tiers range from tax-only access to personal financials. See the pricing page for a full feature breakdown per plan.