AI accounting software for independent consultants. Client invoicing, expense tracking, and receipt matching, handled for you.
We work with the best in the business
Transactions import daily and the AI Bookkeeper categorizes each one, while invoices, retainers, and Stripe payments are reconciled and marked paid automatically.
Automation Formulas keep recurring subscriptions in the right category, and receipts forwarded to your Smart Shoebox are matched to transactions so every write-off is documented.
Your income and expenses stay categorized all year, so you can generate a Profit and Loss statement for any period and export it with receipts linked.
Running an agency rather than a solo practice? See accounting for marketing agencies. Freelancing between engagements? Accounting software for freelancers covers that shape of work.
30 days free · Cancel anytime
$28 USD/mo
One plan. One tier.
Unlimited bank connections and automations that get smarter.
Connect every business bank account and credit card. Transactions import automatically so your books are always current.
Never categorize the same expense twice. Teach the software your preferences once and matching transactions handle themselves from then on, even retroactively.
Catch write-offs and tax credits you'd otherwise miss, with advice grounded in your actual cash flow and performance.
Plan for tax season with an income tax estimator that surfaces write-offs and deductions across your transactions. No surprises.
Already keeping your books somewhere else? We handle the switch from your current software.
Free migration with an annual plan
It's clear that the software was created by a team passionate about helping businesses succeed. They go above and beyond to provide support, which adds tremendous value to an already excellent product.
No learning curve, the built-in AI assistant answers all questions clearly. Easy to upload receipts, reports are clear and easy to read.
My experience with them has been great. They're very responsive and helpful. The platform is continuously evolving and improving.
It's been really good. It works a lot like QuickBooks but at a fraction of the price. Definitely give this system a go.
Easy to use and AI features save a lot of time. Love the easy integration! The team are super responsive as well.
Consulting revenue moves in engagements: a retainer here, a milestone invoice there, an expense claim waiting on a client. The books slip because billable work always wins the week. ReInvestWealth takes the losing side of that trade off your plate: transactions import daily from your bank accounts through Plaid and the AI Bookkeeper categorizes each one automatically, so the ledger keeps itself while you deliver. Invoicing lives in the same place. Send professional invoices directly from the app, or connect Stripe to collect credit card and direct debit payments online, put retainers on recurring payments, and have every payment reconciled and marked paid automatically.
A consultant's costs are quiet: software subscriptions, a home office, client travel, professional fees. Automation Formulas lock your recurring tools to the right category every month, and receipts forwarded to your Smart Shoebox inbox are read by the AI and matched to the right transaction, so write-offs are documented instead of remembered.
Because your income and expenses are categorized all year, tax season starts with organized records instead of a January archaeology project. Generate a Profit and Loss statement for any period, export it to CSV with receipts linked to each line item, or book a CPA consultation right inside the app.
Yes. Consulting finances are engagement-based income plus a stack of quiet recurring costs, and ReInvestWealth automates both sides: daily transaction imports with AI categorization, Automation Formulas for your recurring tools, Smart Shoebox receipt matching, and client invoicing with or without Stripe.
Both. Send professional invoices per project directly from ReInvestWealth, or connect Stripe to put retainers on subscriptions and recurring payments. Stripe payments are reconciled into your books and invoices are marked paid automatically.
Your books are categorized all year, so there is no catch-up scramble. Generate a Profit and Loss statement for any period, export reports to CSV with receipts linked to each line item, share access with your preparer, or book a CPA consultation right inside the app.
Recurring software is locked to the right category by Automation Formulas, so it is booked consistently every month. Other costs are documented by dropping receipts into the Smart Shoebox or forwarding them to your business's secure email inbox, where the AI matches each one to the right transaction.
Yes. Every plan starts with a 30-day free trial and you can cancel anytime. ReInvestWealth was built by CPAs to automate your books, so you can connect your accounts and see the AI work before you pay anything.
Connect your business bank accounts through Plaid (or upload your statements) and the AI Bookkeeper categorizes every transaction automatically, keeping your books current without manual data entry. It is trained on CPA-level categorization logic, and our CPAs review feedback and corrections to keep improving it. For vendors you see repeatedly, an Automation Formula locks in the same category every time.
Security is built into every layer of ReInvestWealth. All of your data is encrypted before it is stored and decrypted only when an authorized user of your business accesses it. Everything is hosted in secure Google Cloud data centers, and Google Sign-In adds another layer of protection against unauthorized access without you having to manage yet another password.
You can securely connect your business bank accounts through Plaid, and transactions import automatically every day. If your bank is not supported by Plaid, you can upload PDF bank statements instead and backfill your history. All credentials and data are encrypted.
Yes, through the Smart Shoebox. Drag and drop your receipts, or forward them to your business's secure email inbox, and the AI reads each one and matches it to the right bank transaction automatically. Matched receipts make your categorization even more accurate.
Yes. You can create and send professional invoices directly from ReInvestWealth, with or without Stripe. Connect Stripe to collect credit card and direct-debit payments online and have paid invoices reconciled and marked paid automatically.
The AI Bookkeeper takes over the routine work of categorizing, reconciling, and keeping your books current, so many owners run day to day without a bookkeeper. When you want professional judgment, you can book a CPA consultation right inside ReInvestWealth.
Yes. Already keeping your books somewhere else? We handle the switch from your current software. You can upload past bank statements to backfill your history, and the system reconciles existing transactions so nothing is duplicated.
Yes. From your business settings you can invite team members or your accountant, manage what each person can access, and revoke access at any time. You stay in control of who can view and manage your financial data.
Join 3,000+ entrepreneurs who let ReInvestWealth handle the books.
30-day free trial · Cancel anytime
