SailBooks
FOR THE INDEPENDENT PROFESSIONAL

Your business.
Your books.
Made clear.

Free bookkeeping for your independent business. Bring in your transactions, understand your income and expenses, and keep your month in order. Invoicing included.

No subscription. No SailBooks fees. Stripe processing fees apply.
For independent US businesses · USD.

THE WHOLE PICTURESAILBOOKS / 001
north®SAMPLE WORKSPACE
STUDIO NORTH
Your books SEPTEMBER
INCOME$6,800.00Reviewed receipts
EXPENSES$1,240.00Reviewed spending
Net profit CASH BASIS · USD$5,560.00
YOUR NEXT STEPSTO REVIEW
Review transactionsCategorize spending and match receipts.
8
Reconcile your accountsCheck your books against your statements.
→
Your records, ready for your accountant
Bookkeeping, with invoicing built in.01 / 01
A clearer month ahead.Illustrative sample data ↗
SMALL ON ADMIN.
Serious about your work.
Free CSV imports Income & expense reports Invoicing included
01 / MADE FOR YOUR KIND OF BUSINESS

You’re the business.
Know your numbers.

Your income is in one place, expenses in another, and month-end in a spreadsheet. Bring the pieces together in a routine you can actually keep up with.

SailBooks gives independent designers, developers, and consultants one place to review transactions, reconcile accounts, understand profit, and invoice clients.

See it in the demo
02 / YOUR MONTHLY ROUTINE

A short route
to clearer books.

01

Bring your activity.

Add your bank and credit-card accounts. Upload a CSV, check the mapping and preview, then confirm what comes into your books.

02

Make sense of it.

Categorize expenses and income. Match transfers and invoice receipts, then reconcile against your monthly statements.

03

Know where you stand.

See cash-basis profit and loss, review spending, and export records for your accountant. Invoice clients from the same workspace.

EVERY MONTH, A CLEARER PICTURE

Less wondering.
More knowing.

See what came in, what went out, and what still needs review. Keep your books close without turning bookkeeping into a second job.

Take a look inside
YOUR TRANSACTIONS, TOGETHERSample workspace
Layers StudioInvoice receipt · matched
+$2,400.00Reviewed
Design softwareSoftware & subscriptions
−$48.00Reviewed
Office suppliesChoose a category
−$85.00Review
Your next project is waiting. Your paperwork isn’t.
03 / A LITTLE LESS OVERHEAD

Keep the credit.
Skip the subscription.

Keep your books, invoice clients, and export your records without a subscription. CSV imports keep you in control of what enters your accounts.

Start bookkeeping free
YOUR BOOKKEEPING WORKSPACE
$0/ month

Stripe processing fees apply.

  • Bank, credit-card, and processor accounts
  • CSV imports, categories, and matching
  • Statement reconciliation
  • Cash-basis reports and CSV exports
  • Branded invoices with card and ACH payments¹
US businesses · USD · Preview limits apply
¹ Subject to your Stripe account’s capabilities.
THE PRACTICAL DETAILS

Before you
make it official.

Does SailBooks connect to my bank?

Bank activity comes from CSV uploads, with a preview before every import. SailBooks does not currently provide automatic bank feeds or extract PDF statements. Your recorded balances come from reviewed entries, not a live bank connection.

What does free actually mean?

Core bookkeeping, CSV imports, reports, exports, and invoicing are free within preview limits. Stripe processing fees apply only when accepting online invoice payments.

Who is SailBooks built for?

Independent US service businesses billing in USD: designers, developers, writers, consultants, and small studios with one owner managing the books. Start with one business and USD; payroll, inventory, and tax filing are not included.

Do I need a Stripe account?

No. Add accounts, import CSVs, and keep your books without Stripe. Connect Stripe only to accept online invoice payments. Automatic Stripe bookkeeping sync is not available yet; use financial-activity CSV exports.

How do I send an invoice?

Publish your invoice, copy its link, and share it in your own email or message. SailBooks does not send invoice emails or automatic reminders. You can also print or save a published invoice as a PDF through your browser.

How can my clients pay?

Clients can pay by card or ACH debit when supported by your connected Stripe account. They do not need a SailBooks account. Bank payments may take time to clear; SailBooks shows when a payment is processing.

FINISH ON A GOOD NOTE

Good work deserves
clear books.

Start your books