Do your books the easy way, with a tool built by CPAs. It sorts your money in and out, matches your receipts, and keeps your reports up to date.
We work with the best in the business
One platform for the recurring job: transactions in, categorized, receipts matched, reports ready whenever someone asks for them.
30 days free. Cancel anytime.
Speak with a ReInvestWealth CPA. They will assess where your books stand and match you with a bookkeeper or accountant that fits your needs and budget, wherever in the state you are.
Free, 15 minutes with a CPA.
ReInvestWealth is accounting software, built by CPAs. Businesses from San Diego to Sacramento run their own books on it and bring in an accountant when they want one.
Connect your business accounts and every transaction imports daily, categorized by an AI Bookkeeper trained on CPA-level logic. It works the same incorporated or self-employed.
Nothing depends on being near anyone's office. Forward a receipt or drop it in and the AI matches it to the right transaction.
Invite your accountant or bookkeeper from your business settings, choose what they can see, and revoke access whenever you like. You pay for judgment, not data entry.
City pages: San Francisco, San Jose, and San Diego.
30 days free · Cancel anytime
$28 USD/mo
One plan. One tier.
Fifteen minutes with a ReInvestWealth CPA. They will assess where your books stand and match you with a bookkeeper or accountant that fits your needs and budget.
Book a Free ConsultationFree. No obligation to hire anyone.
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.
ReInvestWealth is accounting software, built and maintained by CPAs. It replaces the recurring work a California firm bills for monthly: importing transactions, categorizing them, matching receipts, and reconciling accounts. If you would rather a person handled it, book a free 15 minute call with one of our CPAs and they will match you with a bookkeeper or accountant that suits your situation and budget.
Plans start at $28 per month in the United States and every plan begins with 30 days free, which you can cancel anytime. A bookkeeper or accounting firm charges for time instead, so a quote depends on your transaction volume and how much of the work you hand over, and metro California rates sit at the top of the national range. We do not publish other firms' prices, but the difference is the shape of the cost: a predictable monthly fee for the recurring work rather than an hourly one.
All of them. Nothing about the software depends on where you are: bank connections come through Plaid, receipts are forwarded to a secure inbox or dragged in, and reports are generated on demand. We publish city pages for San Francisco, San Jose, and San Diego, but a business in Los Angeles, Oakland, or Fresno uses ReInvestWealth exactly the same way.
Yes, in two ways. Book a free 15 minute call and a ReInvestWealth CPA will assess your books and match you with a bookkeeper or accountant that fits your needs and budget, with no obligation to hire anyone. You can also invite your own accountant to your books from your business settings, control what they access, and revoke it at any time.
The tax filing dashboard shows do it yourself and done for you income tax filing options for corporations and for self-employed individuals. Those filings are built from your categorized transactions, which is why keeping the books current through the year matters more than anything you do at the deadline.
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. Rather have a person do it? A free 15 minute call matches you with one.
30 days free · Cancel anytime