AI-Powered Bookkeeping

Your books,
done for you.

PeakBooks reads your bank statements, categorizes every transaction with AI, reconciles your accounts automatically, and generates reports your accountant will love — in minutes, not hours.

Start 14-Day Free Trial → See how it works
JMSRPWAK
PeakBooks — March 2026
📊 Overview
📈 P&L Report
💸 Transactions
📂 Statements
Reports
📒 General Ledger
📋 Balance Sheet
📅 Year Summary
Tools
🤖 AI Categorizer
Revenue
$11,750
Expenses
$3,320
Net Profit
$8,430
Income vs Expenses — 12 months
Client Payment — Acme Corp
Services Revenue
+$5,200
Google Workspace
Software
-$72
Land Lease — Williams
Rental Income
+$1,200
Everything you need

Bookkeeping that thinks
so you don't have to

Upload a PDF or CSV bank statement and PeakBooks does the rest — categorizing, reconciling, and reporting automatically.

🤖
AI Transaction Categorizer
Paste or upload any bank statement. Our AI reads every transaction and maps it to your Chart of Accounts instantly.
🧠
Auto-Learning Rules
Categorize a transaction once and PeakBooks remembers it forever — automatically applying the same rule across all months.
⚖️
Auto-Reconciliation
Enter your opening balance once. PeakBooks calculates running balances month by month and flags any discrepancies automatically.
📈
P&L + Year-to-Date
Real-time Profit & Loss for the current month plus a YTD view from January — always live from your actual transactions.
📅
Full Year Summary
Month-by-month breakdown of revenue, expenses, and net profit for the entire year in one clean table.
🔗
Accountant Share Link
Generate a secure, read-only link your accountant can view anytime — no logins, no exports, no back-and-forth.
Simple by design

From bank statement
to clean books in 4 steps

1
Upload Statement
Upload any PDF or CSV bank statement. PeakBooks supports all major banks.
2
AI Categorizes
Every transaction is automatically categorized against your business's Chart of Accounts.
3
Review & Approve
Flag anything that needs attention. Set rules so similar transactions auto-categorize in future.
4
Share Reports
Download P&L PDFs, share with your accountant, or export for tax time — all in one click.
Built for your business

A Chart of Accounts
built for your industry

Choose your business type at signup and PeakBooks sets up the right income and expense categories automatically. No generic templates.

🧑‍💻
Freelancer
13 categories
🚗
Gig Worker
15 categories
🛍️
Retail / E-comm
12 categories
🍽️
Restaurant
11 categories
🏘️
Real Estate
12 categories
🔨
Construction
12 categories
🏥
Healthcare
12 categories
🌾
Agriculture
13 categories
🤝
Non-Profit
12 categories
🏠
Household
21 categories
🏢
General Business
13 categories
"I used to spend two days a month on bookkeeping. PeakBooks does it in twenty minutes. My accountant is thrilled."
Sarah R. — Independent Consultant, Denver CO
Simple pricing

Start free. Grow
without limits.

14-day free trial on all plans. No credit card required to start.

Starter
$29/mo
For freelancers, gig workers & household finance
  • ✓ 1 bank or CC account
  • ✓ AI transaction categorization
  • ✓ Up to 20 GL categories
  • ✓ Monthly P&L + Year Summary
  • ✓ PDF & CSV statement upload
  • ✓ 12-month history
Most Popular
Standard
$59/mo
For small businesses with multiple accounts
  • ✓ 3 bank & CC accounts
  • ✓ Everything in Starter
  • ✓ AI auto-learning rules
  • ✓ Up to 30 GL categories
  • ✓ Balance Sheet & Cash Flow
  • ✓ YTD P&L reporting
  • ✓ Accountant share link
  • ✓ Auto-reconciliation
Pro
$99/mo
For established businesses & multi-account operations
  • ✓ 5 bank & CC accounts
  • ✓ Everything in Standard
  • ✓ Up to 50 GL categories
  • ✓ General Ledger report
  • ✓ Year Summary by month
  • ✓ PDF export & print all reports
  • ✓ Secure accountant share link
  • ✓ Priority email support
All plans include a 14-day free trial — no credit card required. Cancel anytime.

Ready to close your books in minutes?

Join business owners who've taken bookkeeping off their plate. Upload your first statement and see the difference in under 60 seconds.

Start Your Free Trial — No Card Needed →