Accounting Software for SaaS Startups

SaaS accounting is a volume problem. Every subscription renewal is a payment, a processing fee, and a ledger entry, and doing that by hand is how founders end up bookkeeping at midnight. Connect your Stripe account to ReInvestWealth and up to 2 years of payment history back-syncs automatically. From then on, every payment is recorded, Stripe fees are calculated and booked per transaction, and invoices are marked paid on their own. Subscriptions and recurring payments are set up through Stripe too, so retainer-style billing runs without you touching it.

Payroll, cloud hosting, and the software stack hit your bank account every month. The AI Bookkeeper imports transactions daily through Plaid and categorizes them automatically, and Automation Formulas lock recurring vendors, your hosting bill, your tools, to the same category every time.

Generate a Profit and Loss statement, balance sheet, general ledger, or trial balance for any period and export it to CSV. The dashboard charts revenue, expenses, and profit month over month, so you can watch spending against what is coming in without building a spreadsheet model first.

Yes. Connect your Stripe account through a guided flow and up to 2 years of your payment history back-syncs into ReInvestWealth automatically. From then on every payment is recorded, Stripe fees are calculated and booked for each transaction, and invoice statuses update to paid on successful payment.

Yes, through the Stripe integration. Set up subscriptions and recurring payments in Stripe, collect credit card and direct debit payments online, and ReInvestWealth reconciles each payment into your books and marks the invoice paid automatically.

ReInvestWealth generates a Profit and Loss statement, balance sheet, general ledger, and trial balance for any period, each exportable to CSV. The dashboard adds monthly cash-flow and expense breakdown charts so trends are visible at a glance.

The dashboard charts revenue, expenses, and profit month over month from your live transaction data, and you can generate a Profit and Loss statement for any period. Because the AI Bookkeeper keeps categorization current daily, the numbers reflect this month, not last quarter.

When you connect Stripe, up to 2 years of payment history is automatically back-synced into ReInvestWealth, so your books start with real history instead of an empty ledger. Older bank history can be backfilled by uploading PDF statements.

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.