Bank feeds and reconciliation
Connect bank and credit card feeds, match transactions, resolve uncategorized items, and keep cash balances current.
Accounting
Books USBookkeeping, payroll, and financial records for US work.
Keep US books clean from daily transactions to month-end close: bank feeds, reconciliations, invoices, bills, payroll records, financial reports, and audit-ready adjustments.
Built for US bookkeeping whether you manage your own records or serve clients who need clean books, connected payroll, and records that are ready for tax or audit work.
No card required. Sign-up takes 60 seconds.
AI does the heavy lifting
Your AI is your expert bookkeeper. You keep the ledger.
Talk to the assistant your firm already uses - Google Antigravity, Claude, or ChatGPT - and it works directly in the books through MCP: syncing feeds, categorizing transactions, reading receipts and invoices with Google Document AI, preparing the bank reconciliation workpaper, and drafting journal entries from the documents you share in Drive. Anything you can do manually in the app, your AI can do while you monitor - and every entry moves to draft first. You review, approve, and post. Nothing is posted without your approval, and a reconciliation is signed by a person or not at all.
- Connect your AI over MCP
- Feeds, statements, and the OCR inbox
- Categorize, and the derived reconciliation workpaper
- Drive journals behind the post-lock
A typical flow
Bots do the repetitive work; a person reviews and signs off wherever judgement matters.
What you get
Designed for the work you need to finish.
Invoices, bills, and AP/AR
Create invoices, track customer balances, capture vendor bills, and monitor aging so client cash flow questions are easier to answer.
Payroll-connected records
Payroll journals and records live in the same workspace instead of being stitched back into the ledger - and WorkpaperOS Payroll launches as its own product on the same foundation.
Month-end close
Post journal entries, reconcile accounts, prepare reports, and leave a review trail for the people responsible for the books.
Tax and advisory support
Keep the bookkeeping file organized for tax preparation, estimated tax planning, management reports, and client advisory meetings.
Audit-ready handoff
Prepare TB data and adjustments in a format that makes review and audit work easier when the client needs assurance services.
Pricing
Start free for 5 days. Pick a plan when you're ready.
Every plan includes a 5-day free trial - no card required up front. Pick the plan that matches your team today, then add the modules, countries, and workflows you need as you grow.
Your AI over MCP is included on every plan, on both Books and AttestWork - connect Claude, ChatGPT, or Antigravity straight to your books. Additional users are $10/user/month or $100/user/year on any paid plan.
Trial
$0for 5 days
- Full Professional access
- Unlimited client books during trial
- Your AI over MCP - included
- Cancel anytime, no card required
Starter
$29/ month
For one business, nonprofit, or sole proprietorship. $290/year (two months free). Extra users are $10/user/month or $100/user/year.
- Your AI over MCP - included
- One client book · 3 users included
- Bank feeds and reconciliation
- Invoices, bills, and reports
- Document inbox - OCR + Google Document AI
Professional
$59/ month
For bookkeepers, CAS firms, and growing organizations. $590/year (two months free). Extra users are $10/user/month or $100/user/year.
- Everything in Starter
- Your AI over MCP - included
- Unlimited client books · 5 users included
- Grants, classes, programs, and advanced reporting
- Priority support
Managed
$199/ month
For teams that want a second set of eyes before the period is closed. $1,990/year (two months free). Extra users are $10/user/month or $100/user/year.
- Everything in Professional
- An experienced WorkpaperOS bookkeeper reviews the books every month
- The period is closed formally once you and the bookkeeper are both satisfied
- Unlimited client books · 5 users included
- Your AI over MCP - included
Full Service
$499/ month
Monthly only. For organizations under $1,000,000 in total revenue - above that, email hello@workpaperos.com for custom pricing. Extra users are $10/user/month or $100/user/year.
- We keep the books - a real bookkeeper, assisted by AI over MCP
- Link your bank accounts, or drop statements and support into the OneDrive folder we provision (Google Drive coming soon)
- Everything in Managed, including the monthly formal close
- You review and lock each month - nothing is final until you say so
- Unlimited client books · 5 users included
- Your AI over MCP - included
Team
Contactfor teams 10+ users
- Multi-client Books US rollout
- Custom onboarding
- Dedicated success manager
FAQ
Common questions.
- Who should use Books US?
- Accounting firms, bookkeepers, businesses, nonprofits, sole proprietors, and CAS teams that need US bookkeeping, payroll records, reports, and month-end close in one workflow.
- Is payroll included?
- Payroll is priced separately - WorkpaperOS Payroll is launching as its own product. Books keeps payroll journals and reports connected to the accounting file.
- Can Books US support audit handoff?
- Yes. TB data, adjustments, and reports can be kept organized for teams that also use WorkpaperOS Audit.
- What is the difference between Managed and Full Service?
- On Managed you keep the books and an experienced WorkpaperOS bookkeeper reviews them every month, then formally closes the period once you and the bookkeeper are both satisfied. On Full Service we keep the books for you: link your bank accounts or drop statements and supporting documents into the OneDrive folder the app provisions (Google Drive is coming soon), and a real bookkeeper - assisted by AI over MCP - does the work, including the monthly close.
- Who can buy Full Service?
- Full Service is $499/month, monthly only, for organizations under $1,000,000 in total revenue. If you are above that, email hello@workpaperos.com and we will quote custom pricing for the volume of work involved.
- If someone else keeps my books, how do I stay in control?
- Two states, and one lever. Work that has been posted is still a draft - you can undo any entry in one click, and the undo removes the effect entirely rather than piling on a reversal. That stays true until YOU set a closing date, and then the period is sealed: nothing can be posted into it and nothing can be pulled out of it without your password, by our bookkeeper or by the AI. Signing a bank reconciliation is a separate thing - it records who prepared it, who reviewed it, and freezes that report as signed, but it is a signature, not a lock. Your closing date is what makes a month final. Nothing else does, and nothing pretends to.
- Does the AI post directly to my ledger, or only suggest?
- Both, and you choose. Ask your AI to summarize first and it will show you what it intends to post and to which accounts before touching anything. Tell it to go ahead and it posts directly - which is the point of MCP. Either way the same controls apply underneath: everything it posts is reviewable, undoable, and visible in the audit trail with the tool call that made it, until you lock the period.
- How many users are included, and what do extra users cost?
- Starter includes 3 users and Professional, Managed, and Full Service each include 5. Beyond the included count, additional users are $10/user/month or $100/user/year on any paid plan.
Ready to try Books US?
Sign up in 60 seconds. Your 5-day trial starts the moment you land in Books US.