Your books, current every morning
Bank transactions import daily through Plaid and the AI Bookkeeper categorizes each one automatically, so keeping your books current stops costing you evenings.
Bank transactions import daily through Plaid and the AI Bookkeeper categorizes each one automatically, so keeping your books current stops costing you evenings.
Connected accounts keep the business picture in one place, and receipts dropped into the Smart Shoebox are matched to the right transaction automatically.
Generate a Profit and Loss for any period, export to CSV with receipts linked to each line item, and view income tax filing options in the app.
Working for yourself takes different shapes. If yours is client-project work, see accounting software for freelancers or accounting software for consultants. If it is an audience or a sport, see accounting for content creators and accounting for athletes.
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.
When you work for yourself, bookkeeping is the job nobody pays you for. ReInvestWealth connects your business bank accounts through Plaid and imports transactions every day, and the AI Bookkeeper, trained on CPA-level categorization logic, sorts each one automatically. The routine work of keeping books current stops costing you evenings, and the vendors you see every month can be locked to the right category with Automation Formulas.
Self-employed finances blur fast. Connecting your business accounts keeps the business picture in one place, cash income or expenses can be added manually with Add Transaction, and receipts dropped into the Smart Shoebox (or forwarded to your business's secure email inbox) are matched to the right transaction automatically. When Schedule C season arrives, your income and expenses are already categorized.
Generate a Profit and Loss statement for any period, export it to CSV with receipts linked to each line item, and view do it yourself and done for you income tax filing options right inside ReInvestWealth, or book a CPA consultation when you want professional judgment.
Yes. It was built for people who run their own business without a finance team: transactions import daily and are categorized by the AI Bookkeeper, receipts are matched by the Smart Shoebox, invoicing is built in, and a CPA consultation is available inside the app when you want professional judgment.
Your self-employment income and expenses are categorized all year, so the numbers behind Schedule C are organized before tax season starts. Inside ReInvestWealth you can view do it yourself and done for you income tax filing options, or book a CPA consultation.
Yes. Use Add Transaction to record cash activity manually. Manual entries flow through the same categorization system as imported transactions, so they appear in your reports alongside everything else.
Yes. Connect your accounts through Plaid for daily imports going forward, and upload PDF bank statements to backfill your history. The AI categorizes the backlog the same way it handles new transactions, so catching up does not mean weeks of data entry.
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