For LLCs and sole proprietors

Your books, plainly kept.

A calm ledger, a receipt vault, and invoices that get paid — all adding up to a Schedule C you can hand your preparer without a second thought.

Free while in beta · no card required · your data stays yours.

plainbooks.app / dashboard

Good morning — here's March.

Revenue

$48,200

Expenses

$19,540

Profit

$28,660

Owed you

$3,200

Cash flow · 12 months

Needs attention

4 receipts to review
1 invoice overdue
92% documented

Built for the one- or two-person business that files a Schedule C and finds QuickBooks and TurboTax overpowered.

No accounting degree

No debits and credits, no chart of accounts. Record what came in and what went out — the tax mapping happens underneath.

No lock-in

Import from any bank's CSV, export everything as CSV, PDF, or a receipt-by-receipt evidence ZIP whenever you want.

No April panic

Your Schedule C is built all year, not reconstructed in a weekend. It's ready the day you need it.

Profit this year

$28,660

Know how you're doing

A dashboard that answers the only question that matters at a glance — am I making money? Revenue, expenses, and profit for the year, with a 12-month cash-flow chart underneath.

INV-0042Paid
Acme Studio$3,200.00
INV-0043Sent

Get paid faster

Send an invoice by email, let clients pay online, and watch it move from sent to paid on its own. Outstanding and overdue totals stay in front of you.

Ready for your preparer

92% documented

Advertising· Line 8$1,240.00
Supplies· Line 22$806.00

Survive tax season

Every category maps to a real Schedule C line, every deduction can carry its receipt, and one export gives your preparer the numbers and the evidence together.

The headline feature

A Schedule C you can defend

Plainbooks isn't another dashboard that leaves the hard part to April. Categories are the actual IRS lines, refunds and transfers are handled the way the tax rules expect, and every number drills down to the transactions and receipts behind it.

  • Line-mapped categories — Advertising is line 8, Meals is line 24b at 50%, no lookup tables required.
  • Transfers, refunds, and out-of-pocket spending handled correctly — so the totals are actually right, not just plausible.
  • Export as CSV, a PDF summary, or an evidence ZIP — with an immutable snapshot of exactly what you filed.

Expenses · 2025

92% documented
Advertising· Line 8$1,240.00
Contract labor· Line 11$4,500.00
Office expense· Line 18$980.00
Supplies· Line 22$806.00
Meals· Line 24b$612.00
Depreciation· Line 13$5,280.00
Net profit$28,660.00
Read automatically
Merchant
Office Depot
Date
Mar 4, 2025
Total
$84.12
Category
Supplies · 22
Matches Office Depot · $84.12 on Mar 4

Receipts, handled

Snap it. We read it.

Photograph a receipt at the register or drop in a PDF. Plainbooks reads the merchant, date, and total, suggests the transaction it belongs to, and files it as the evidence behind that deduction.

  • Phone photos welcome — even iPhone HEIC, converted for you.
  • A tidy inbox of anything unmatched, so nothing slips through the cracks.
  • Any deduction over $75 without a receipt is flagged before you file.

One simple plan

Try everything free for 14 days — no card required. Keep it for the price of a couple of coffees a month.

Plainbooks Pro

$12/mo

or $120/year — two months free

  • Unlimited transactions, receipts, and invoices
  • AI receipt reading + online invoice payments
  • Full Schedule C exports — your data yours any time
Start your 14-day trial
Plainbooks