For accountants and bookkeeping firms

Work on Your Clients' Books Without Chasing Files

ProfitBooks puts accountants and their clients in the same books. Clients invite you in a click, so there are no spreadsheets or backups to swap. Your in-house team posts entries, reconciles bank accounts and reviews ledgers, and everyone opens the same Balance Sheet, Profit and Loss and GST reports, updated as each transaction is saved.

Try ProfitBooks For Free → ▶ Watch demo
★★★★★ 4.5/5 on Capterra1,00,000+ businesses worldwideWorks across India, UAE, UK, US, Australia, Singapore, Malaysia and more
✉️Client invited youNo files to swap
🏦Bank reconciledBy your team
📊Reports readySame numbers, live

Stop chasing clients for their data.

Where practices lose time, and what changes when clients use ProfitBooks.

Clients email spreadsheets and phone photos at year-endThe client invites you and you log in to live books
Re-keying everything into your own softwareWork directly in the client's ProfitBooks account
Reports out of date the moment they're sentReports update with every saved transaction

From invite to advice.

Your work happens in the client's books, so there's nothing to import or send back.

Built for accountants

Shared books, done properly.

Easier access for you, more control for your client.

Invite & share

Clients invite you in a click

Your client adds you as their accountant from their ProfitBooks account. You get access to their books straight away, and they can invite an auditor the same way at year-end.

  • Accountant invitation from the client's account
  • Auditor access for year-end
  • No backups or files to exchange
See accountant access →
In-house accountant

Your team works in the books, not around them

Post journals and adjustments, reconcile bank accounts with rules and matching, and fix categorisation in the client's own books. Your client keeps working as usual while you do.

  • Journals and adjustments
  • Bank reconciliation with rules
  • Simple Accounting Entries for clients
See bank reconciliation →
Reports

Every report your review needs

Balance Sheet, Profit and Loss, Trial Balance, ledgers and day book, receivable and payable aging, GSTR-1 and GSTR-3B, tax and VAT summaries: 50+ reports, live, for any period.

  • 50+ reports, always current
  • GSTR-1 and GSTR-3B for Indian clients
  • Export to PDF or spreadsheet
See all reports →
Audit trail

See who changed what, and when

Recent Activities logs what each user did, so when a number moves you know who moved it. Reviews are faster and clients trust the books.

  • Recent Activities log
  • Separate logins for owner, accountant and team
ProfitBooks for bookkeepers →
Features you'll use

Everything you need, nothing you don't.

Every one of these works from the same books. Tap any card for the details.

Business AccountingDouble-entry in the background, simple entries, accountant access. Bank ReconciliationImport CSV or PDF statements, rules and matching. Financial Reporting50+ reports, from P&L to aging and valuation. Accounting & TaxesGSTR-1, GSTR-3B, tax reports and custom taxes. Receivables & PayablesWho owes you, what you owe, aging and statements. Project ProfitabilityTag transactions to projects and see profit per job. White LabelProfitBooks under your firm's brand. Invoicing & BillingInvoices in under a minute, payment links and reminders.

Watch how ProfitBooks manages your money

A quick walkthrough of invoicing, expenses, banking and reports.

ProfitBooksReceivables & payables, explained 2-min demo Watch on YouTube ↗
Try ProfitBooks For Free →

Built for other businesses too.

The same books, set up around the way each kind of business works.

Choose your industry →

Your success is our success.

We only win when you do. From the day you sign up, real people and practical resources are on your side.

Real peoplenot bots 3 languagesin-app chat Mon–Fri5 days a week

Start free. Upgrade when you grow.

Every new account starts with a free 15-day SMB Pro trial, then moves to the free Startup plan unless you upgrade.

Startup

For trying it out or very small volumes

₹0forever
Start free
  • 1 user
  • 10 invoices a month
  • 10 journal vouchers a month
  • Basic financial reports
  • 1 warehouse

Essential

For solopreneurs filing GST

₹2,499per year
Start free trial
  • 1 user
  • 1,000 invoices a year
  • GSTR-1 and GSTR-3B
  • Invoice reminders and signature
  • WhatsApp integration add-on
Most popular

Growth

For growing teams and service firms

₹4,999per year
Start free trial
  • Everything in Essential, plus
  • 10 users
  • 5,000 invoices a year
  • Payroll and multi-currency
  • 3 warehouses

SMB Pro

For established businesses

₹7,500per year · or ₹750/month
Start free trial
  • Everything in Growth, plus
  • 25 users with custom roles
  • Unlimited invoices
  • Unlimited warehouses
  • Projects and auditor access

Prices exclude GST. Pay by card, net banking, American Express or PayPal. Compare every feature →

Questions from accountants

How does a client give me access?

The client invites you as their accountant from their ProfitBooks account. Once you accept, you work directly in their books, with no files or backups to exchange.

Can my in-house team record entries?

Yes. You and your team can post journals and adjustments, reconcile bank accounts and correct categorisation in the client's books.

Can an auditor access the books too?

Yes. Clients can invite an auditor as well as an accountant, so the year-end review happens in the same books.

Which reports can I see?

All 50+ reports, including Balance Sheet, Profit and Loss, Trial Balance, ledgers, aging, tax and VAT summaries, and GSTR-1 and GSTR-3B for Indian clients.

Can I see who changed an entry?

Yes. The owner, the accountant and each team member have their own login, and the Recent Activities report logs what each user did, so you can see who made a change and when.

Spend your time advising, not collecting data.

Ask your clients to invite you to ProfitBooks and work in their live books.

Try ProfitBooks For Free →
  • Client invitations
  • Auditor access
  • Bank reconciliation
  • 50+ reports
  • Activity log