Accounting

Books in the United StatesEverything Books does, plus the parts that only exist here.

Books is bookkeeping software for small and medium organizations anywhere. In the United States it also connects bank and card accounts automatically, runs payroll, seeds sales tax by state, and reports 1099 vendors. Everything else on this page - the ledger, the reconciliation workpaper, the close, the reports, your AI over MCP - is the same wherever you are.

Outside the United States? Everything here works except the automatic feed and payroll - see the Any country page for what happens instead. Pricing is the same on both.

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AI does the heavy lifting

Your AI is your expert bookkeeper. You keep the ledger.

The assistant is now built into Books: a chat panel inside the app, with multiple chats and history like ChatGPT or Claude. It answers from the live ledger - trial balance, balance sheet, P&L, AR/AP aging, account activity - reads the documents you attach or pick from the library, and does the work: journal entries, bank-feed categorization and matching, bank reconciliations, invoice and bill drafts. Every posting stops at an in-chat approval card first, and you pick the model per chat - Gemini, Claude, GPT, or an open model - on every plan. Prefer the assistant your firm already licenses? Connect Google Antigravity, Claude, ChatGPT, or Gemini Spark over MCP and it works the same tools through the same approval gates and the same audit trail. Either way: AI prepares, you approve and post, and a reconciliation is signed by a person or not at all. External AI availability depends on the provider; Gemini Spark eligibility requirements apply.

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A typical flow

Books flow: transactions arrive from a connected feed or from a statement you upload, then AI categorizes and extracts fields, then AI flags anything low-confidence, then you review and post.PlatformTransactions arrivefeed, or your statementAI botCategorize + extractwith confidenceAI botFlag low confidencereview, not guessYouReview + postyou commit it

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.

The built-in Books Assistant - everywhere, including here

A chat panel inside the app that answers from the live ledger, reads your documents, and drafts the work - journal entries, categorizations, reconciliations, invoices, bills - with every posting stopping at an approval card. AI is included with any subscription; every plan can use every model - Gemini, Claude, GPT, and open models. Not United States specific - it works the same everywhere.

Automatic bank feeds - the United States only

Connect bank and credit card accounts once and transactions arrive on their own. The feed runs on Plaid and Books asks it for United States institutions, so this is the one country where the connection is automatic. Elsewhere you upload the statement and reconcile from that.

Payroll - the United States only

Payroll processing runs inside the same workspace as the ledger, so payroll journals are not stitched back in afterwards. This is United States only today. Payroll for other countries is being built.

Sales tax by state, and 1099 vendors

Choose your primary state in setup and the sales tax accounts and rates are seeded for it. The vendor 1099 summary report tracks who crosses the threshold. Both are United States constructs and neither pretends to be anything else.

Invoices, bills, and AP/AR

Create invoices, track customer balances, capture vendor bills, and monitor aging so cash flow questions are easier to answer. Not United States specific - it works the same everywhere.

Month-end close

Post journal entries, reconcile the accounts on a derived workpaper, prepare the reports, and leave a review trail for the people responsible for the books.

Audit-ready handoff

Prepare trial balance data and adjustments in a format that makes review and audit work easier when the organization 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.

AI for the built-in Books Assistant is included with any app subscription, and every plan can use every model - Gemini, Claude, GPT, and open models. Need more: AI Core is $39/month (400 credits/week), AI Advanced is $129/month (1,400 credits/week), and pay-as-you-go is $10 for 250 credits, valid 12 months. Your AI over MCP is included on every plan, on both Books and AttestWork - connect Claude, ChatGPT, Gemini Spark, 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
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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 (US) or statement upload, and reconciliation
  • Invoices, bills, and reports
  • Document inbox - OCR + Google Document AI
Start Starter

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
Start Professional

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
Start Managed

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 upload statements and support directly in the app
  • 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
Start Full Service

Team

Contactfor teams 10+ users
  • Multi-client Books rollout
  • Custom onboarding
  • Dedicated success manager
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FAQ

Common questions.

Who should use Books?
Accounting firms, bookkeepers, businesses, nonprofits, sole proprietors, and CAS teams that need bookkeeping, reconciliation, reports, and month-end close in one workflow. Organizations outside the United States included - this page is simply where the United States specific parts are described.
Is payroll included in the price?
Payroll is priced separately - WorkpaperOS Payroll is launching as its own product on the same ledger. Payroll processing is United States only today, and payroll for other countries is being built. Wherever you are, payroll journals and reports stay connected to the accounting file.
Can Books support audit handoff?
Yes. Trial balance data, adjustments, and reports can be kept organized for teams that also use WorkpaperOS AttestWork.
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 upload statements and supporting documents directly in the app, 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.

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