What would you do if you have your bookkeeping time back?

Instant Books delivers automatic daily bookkeeping, without you lifting a finger.

Designed for Small Businesses and Bookkeeping firms who want AI that actually saves time instead of creating more work.

Start free trial See how it works

200+ businesses trust us

6–10 hours saved every week

80% less manual work

How Instant Books Take Bookkeeping Off Your Plate

Before Instant Books

Receipts scattered everywhere
Hours spent sorting expenses
Scramble at tax season

After Instant Books

Receipts neatly organized, you will never miss any receipt
Expense report auto-generated
Relaxed with audit-ready ledgers, and receipt attached

How does Instant Books compare?

●○○ Basic ●●○ Moderate ●●● Advanced

← Swipe to compare →

	Expensify	Hubdoc	Instant Books
Document support	●●○Images & PDF▼ JPEG, PNG, GIF, PDF Max 10MB per file, up to 30 files at once Bank imports: CSV, XLS, OFX, QFX	●●○Images, PDF & Office▼ PDF, JPEG, PNG, HEIC, HTML, Word, Excel Max 35MB per file Can split multi-page PDFs automatically	●●●Multi-format & multi-language▼ 11+ document types: bills, invoices, credits, statements Paper receipts, handwritten notes, emails, cheques Multi-language support for international documents
Extraction accuracy	●●○Works on standard receipts▼ Extracts merchant, date, amount, currency Works well for standard printed receipts Struggles with handwritten or unusual formats	●●○OCR + human review▼ Extracts date, amount, supplier, invoice number Processing can take up to 24 hours May fail on blurry, crumpled, or faded receipts	●●●High accuracy on any format▼ Extracts all fields: date, amount, supplier, document number, sales tax Handles handwritten, faded, crumpled receipts Fast processing with high accuracy
Customer/Project tracking	●●○Manual tagging▼ Import customers/projects from accounting software Manually tag each expense as billable Filter and sort by customer tags	●○○Not available▼ Document capture tool only No native customer or project tracking Relies entirely on accounting software	●○○Not available▼ Customer/project tracking not included in Essential plan Available in Growth plan with QuickBooks integration Auto-detected from receipts in Growth plan
Receipt organization	●●○By expense report▼ Receipts attached to individual expenses You create and organize expense reports Cloud storage, IRS-compliant	●●○Auto-sorted by supplier▼ Auto-sorts into customizable folders by vendor Searchable document archive Paperless audit trail in cloud	●●●By month & category▼ Auto-organized by month, category, and vendor Receipts attached to each transaction Audit-ready expense reports with one click
Grows with your business	●○○Expense tool only▼ Not an accounting system Need separate software for full accounting Must integrate with QuickBooks, Xero, etc.	●●●Seamless to Xero▼ Owned by Xero, integrates with Xero naturally Documents flow directly into Xero accounting Separate subscription required for Xero	●●●Seamless upgrade path▼ Start with receipt tracking on Essential plan Upgrade to Growth for bank transactions and full accounting All your data stays with you as you grow

Start free $29.99/mo · 14-day free trial

3-step walkthrough

You You provide receipts, scan them, take a pic, or email.

We Extract vendor, date, subtotal, tax, total and Categorize.

We Organize your expense report and receipts in real time.

What makes Instant Books different?

You get to control how expenses are categorized

We extract receipts with high accuracy, including sales tax

We handle all receipt types — PDF, photo, handwritten, or email

We identify billable customers and projects directly from receipts

We organize receipts by month and by category so it's audit ready

How does Instant Books compare?

●○○ Basic ●●○ Moderate ●●● Advanced

← Swipe to compare →

	QuickBooks	Xero	Instant Books
Bill entry	●○○Manual with OCR▼ Basic receipt capture, still requires manual review and entry	●●○Receipt scanning▼ Receipt and invoice scanning with data extraction, manual review needed	●●●Fully automated▼ Automatic bill entry, smart invoice entry Auto match bank transactions to bills/invoices
Categorization	●○○AI guesses▼ AI categorization with limited user control	●●○Learns patterns▼ Learns from your history and anonymized transactions across Xero	●●●AI + your rules▼ AI categorization based on transaction description and related documents Full customization at your desire
Bank reconciliation	●○○Exact match only▼ Basic matching on exact amounts only	●●○80% auto▼ Xero aims for 80%+ automatic reconciliation Learns from your history	●●●Smart matching, 90% auto▼ Support: • Exact amount • Multi-bill/invoice split • Partial or overpaid payments • Internal transfer • Date/name variance
Invoicing	●○○Manual + recurring▼ Manual creation with templates and recurring invoices	●○○Manual + recurring▼ Manual creation with templates and recurring invoices	●●●Smart creation▼ Smart invoice creation from emails, timesheet, conversations, hand-written notes, billable expenses
Document scanning	●○○Receipts only▼ Basic receipt support only	●●○Receipts + invoices▼ Receipt and invoice scanning with Hubdoc integration	●●●Support 11+ document types▼ Support: • Bills, Invoices, Supplier credits • Supplier statements, Bank statements • Paper & hand-written receipts • Cheques, Emails, Order confirmations • Payment receipts
Billable expenses	●○○Manual marking▼ You find and mark each billable expense	●○○Manual marking▼ Manual marking with project tracking features	●●●Auto-detected▼ We extract customer/project data from receipts and bills Auto create billable expenses
Sales tax	●○○Manual input▼ You enter tax amounts yourself	●○○Some auto-detect▼ Basic tax detection with manual review	●●●Auto-extracted▼ We extract sales tax from your bills/receipts with high accuracy No matter what tax situation
Bookkeeping effort	●○○Regular upkeep▼ Fall behind if you don't do it regularly	●●○Regular upkeep▼ Saves ~4 hours/week on reconciliation, still needs regular attention	●●●Minimum, daily hands-off bookkeeping▼ Bookkeeping done daily and in real time Minimum effort required from you
AI architecture	●○○AI bolted on▼ Older system with AI features added later	●●○AI modernizing▼ Legacy system with AI being added, improving over time	●●●AI-native▼ AI-native from the ground up Built for time saving and high accuracy You stay in control

Bill entry

●○○ Manual with OCR

Categorization

●○○ AI guesses

Bank reconciliation

●○○ Exact match only

Invoicing

●○○ Manual + recurring

Document scanning

●○○ Receipts only

Billable expenses

●○○ Manual marking

Sales tax

●○○ Manual input

Bookkeeping effort

●○○ Regular upkeep

AI architecture

●○○ AI bolted on

Bill entry

●●○ Receipt scanning

Categorization

●●○ Learns patterns

Bank reconciliation

●●○ 80% auto

Invoicing

●○○ Manual + recurring

Document scanning

●●○ Receipts + invoices

Billable expenses

●○○ Manual marking

Sales tax

●○○ Some auto-detect

Bookkeeping effort

●●○ Regular upkeep

AI architecture

●●○ AI modernizing

Bill entry

●●● Fully automated

Categorization

●●● AI + your rules

Bank reconciliation

●●● Smart matching, 90% auto

Invoicing

●●● Smart creation

Document scanning

●●● 11+ document types

Billable expenses

●●● Auto-detected

Sales tax

●●● Auto-extracted

Bookkeeping effort

●●● Minimum, hands-off

AI architecture

●●● AI-native

Too good to be true?

Start free ~~$98.99/mo~~ $69.29/mo, 30% off for 6 months · 14-day free trial

Not sure? → Stay in QuickBooks but try smart features from Instant Books, $39.99/month

Plans Built For Small Business

Compare features and pick the plan that fits your business need.

	AI Bookkeeper Essential Freelancers, New businesses $29.99 / month 30% OFF for 6 months Start free trial	AI Bookkeeper Growth Growing small businesses and freelancers ~~$98.99/mo~~ $69.29 / month 30% OFF for 6 months Start free trial	AI Bookkeeper Advanced Business owners who want 24/7 bookkeeper assistance $128.99 / month Coming Soon Join Waitlist
Document Management
Financial documents scanning (receipts, bills, statements)	Up to 250 / month	Up to 500 / month	Unlimited
Advanced AI extraction (categories, vendor, amount, etc.)	✓	✓	✓
Receipts auto-organized by year, month & category (audit ready)	✓	✓	✓
Expense & Bill Management
Bill & expense management	✓	✓	✓
Custom categorization rules	✓	✓	✓
Invoicing
Invoice management	Up to 25 invoices / month	Unlimited	Unlimited
Smart invoice creation from handwritten notes, emails, timesheets, billable expenses	—	✓	✓
Banking & Transactions
Bank connection & auto-sync	—	✓	✓
Smart sorting of bank transactions (deposits ↔ invoices, debits ↔ expenses & bills, transfers)	—	✓	✓
Reporting
Expense reports	✓	✓	✓
Advanced financial reporting	—	✓	✓
Time Saving
Estimated time saved	6+ hours/week	10+ hours/week	15+ hours/week
AI Bookkeeper Agent
Conversational bookkeeping AI agent	—	—	✓
Ask questions about your books ("What's my profit this quarter?")	—	—	✓
Give tasks to AI agent ("Categorize last week's transactions", "Email ABC food supply co. to request missing bills")	—	—	✓
AI Bookkeeper watching your spending & alerts for anomalies	—	—	✓
Business insights & analytics powered by AI	—	—	✓
Financial coaching and recommendations	—	—	✓
Add-ons
Sales tax extraction & reports (add-on, $5/month)	✓	Included	Included
QuickBooks sync - if you use QuickBooks workflow (add-on, $10/month)	✓	✓	Included
Customer/project tracking (add-on, $5/month)	✓	✓	Included
		See if you qualify for a year free

Document Processing

Financial documents scanning Up to 250 / month

Advanced AI extraction ✓

Receipts auto-organized ✓

Expense Management

Bill & expense management ✓

Custom categorization rules ✓

Invoicing

Invoice management Up to 25 / month

Smart invoice creation —

Banking

Bank connection & auto-sync —

Smart sorting of transactions —

Reports

Expense reports ✓

Advanced financial reporting —

Estimated time saved 6+ hours/week

Start Free Trial →

Document Processing

Financial documents scanning Up to 500 / month

Advanced AI extraction ✓

Receipts auto-organized ✓

Expense Management

Bill & expense management ✓

Custom categorization rules ✓

Invoicing

Invoice management Unlimited

Smart invoice creation ✓

Banking

Bank connection & auto-sync ✓

Smart sorting of transactions ✓

Reports

Expense reports ✓

Advanced financial reporting ✓

Estimated time saved 10+ hours/week

Start Free Trial →

Document Processing

Financial documents scanning Unlimited

Advanced AI extraction ✓

Receipts auto-organized ✓

Expense Management

Bill & expense management ✓

Custom categorization rules ✓

Invoicing

Invoice management Unlimited

Smart invoice creation ✓

Banking

Bank connection & auto-sync ✓

Smart sorting of transactions ✓

Reports

Expense reports ✓

Advanced financial reporting ✓

Estimated time saved 15+ hours/week

AI Assistant (Pro Only)

Conversational bookkeeping AI ✓

Ask questions about your books ✓

Give tasks to AI agent ✓

AI anomaly alerts ✓

Business insights & analytics ✓

Join Waitlist →

Calculate Your Bookkeeping ROI

See how much time and money you regain when Instant Books automates bookkeeping.
We assume it cuts 80% of your current effort, tweak the inputs to match your reality.

How many hours do you spend on bookkeeping each month? How many hours do you spend worrying about bookkeeping each month? What is your hourly rate?

$0/month

Estimated value Instant Books gives back to you every month.

Start today

What Our Customers Say

"I used to spend my weekends doing bookkeeping. Now Instant Books takes care of sorting my receipts and matching everything up automatically. I actually have time for my family again."

— Mike Rodriguez, Owner, Rodriguez Plumbing

"Before Instant Books, I was drowning in paperwork. Now my bills get processed the same day, and I can actually see how much money I'm spending in real time."

— Sarah Kim, Owner, Bloom Landscaping

"My clients love that their books are always up to date. Instant Books handles all the tedious receipt matching so I can focus on the strategic stuff that actually helps their businesses grow."

— Jessica Chen, Owner, Chen Accounting Services

Support for any business type

See how different business keep their books clean without headache.

Property management

Auto assign expenses to property
Rent roll automated
Flat rate for any property count

Restaurants

Supplier bill auto added
Supplier charges auto-matched
Account payable managed in real time

Your Business

Save time and energy.

Start today

Home services

Organize receipts on the go
Expense reports generated in real time
Invoice customers faster

Bookkeeping firms

No more catch up at nights or tax season
Match income and expenses all at once
Scale without extra hires

Discover AI Bookkeeper: Your Small Business Bookkeeping Sidekick

Wondering how AI can benefit your bookkeeping routine? Our AI Bookkeeper technology is designed specifically for small businesses like yours.

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Smart AI Bookkeeping Automation

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Your Dedicated AI Bookkeeper

Get a dedicated AI bookkeeper that works 24/7 to keep your books accurate and up-to-date.

AI Technology That Works for You

Smart automation handles the repetitive work while you maintain full control over your financial decisions and business strategy.

What would you do if you have your bookkeeping time back?

How You Do Bookkeeping Today

Before Instant Books

After Instant Books

How does Instant Books compare?

3-step walkthrough

What makes Instant Books different?

How does Instant Books compare?

Too good to be true?

Plans Built For Small Business

AI Bookkeeper Essential

AI Bookkeeper Growth

AI Bookkeeper Advanced

Calculate Your Bookkeeping ROI

What Our Customers Say

Support for any business type

Property management

Restaurants

Your Business

Home services

Bookkeeping firms

Discover AI Bookkeeper: Your Small Business Bookkeeping Sidekick

Smart AI Bookkeeping Automation

Your Dedicated AI Bookkeeper

AI Technology That Works for You

Qualify for a Free Year of Instant Books