Your books,
handled by AI —
while you sleep
ProactiveBooks automates transaction categorization, reconciliation, and financial reporting so you can stop wrestling with spreadsheets and start making smarter business decisions.
Your AI bookkeeper that never sleeps
ProactiveBooks connects to your bank accounts, automatically categorizes every transaction, reconciles your books, and generates financial reports — all in real time. You focus on growing your business; we handle the numbers.
Auto-Categorization
Our AI learns your chart of accounts and categorizes transactions with 99.9% accuracy. No more manual data entry or guesswork.
Real-Time Financial Insights
See your cash flow, profit & loss, and key metrics updated live. Make decisions with confidence, not on stale spreadsheets.
Bank-Grade Security
256-bit encryption and read-only bank access protect your financial data at every layer.
From chaos to clarity in three steps
Getting started takes less than 10 minutes. No accounting knowledge required — our AI handles the complexity for you.
Connect Your Accounts
Link your bank accounts, credit cards, and payment processors in one click. We support 12,000+ financial institutions.
AI Does the Work
Transactions flow in automatically. Our AI categorizes, reconciles, and flags anomalies — all in real time. You review and approve with a click.
Get Insights, Instantly
Your financial dashboard updates live. Track cash flow, see tax-ready reports, and know exactly where your money is going.
Reclaim 15+ hours every week
The average small business owner spends 15 hours a month on bookkeeping. ProactiveBooks cuts that to minutes. Here's what you get back:
No more manual data entry
Transactions auto-import and auto-categorize as they happen.
Tax-ready books, always
Your books stay reconciled and audit-ready year-round, not just at tax time.
Decisions backed by real data
Cash flow forecasts, profit trends, and spending insights at your fingertips.
Peace of mind at every scale
From freelancer to enterprise — our platform grows with your business.
Choose the right plan for your business
Every company gets significantly more functionality than the equivalent QuickBooks plan. Start with a 7-day free trial — no credit card required.
Simple Start
For solopreneurs getting started
- 1 user + 2 accountants
- AI expense categorization
- Tax deduction maximization
- Automated bookkeeping
- Basic reports
- Invoicing & bill pay
- Mobile app
Essentials
For growing small businesses
- 3 users + 2 accountants
- Everything in Simple Start
- Accounting AI — cleans up your books
- Payments AI — get paid faster
- Enhanced reports
- Employee time tracking
- Calendar-linked scheduling
Plus
For businesses that need more power
- 5 users + 2 accountants
- Everything in Essentials
- Bank reconciliation
- P&L insights & anomaly detection
- Sales tax tracking
- Project profitability
- Inventory management
- Budgeting & forecasting
Advanced
For scaling teams & enterprises
- 25 users + 3 accountants
- Everything in Plus
- Custom dashboards & KPIs
- Workflow automation
- Excel sync
- Custom user permissions
- Cash flow forecasting
- Priority support
Compare all features
Need just the basics? See our simple plans
ProactiveBooks AI
Invoicing & payments
Reports & insights
Team & workflow
Security & support
Important pricing details and product information
All plans include a 7-day free trial. No credit card required to start. You can upgrade, downgrade, or cancel at any time from your account settings.
Prices shown in USD. Sales tax may apply in certain jurisdictions. Bank connections and integrations are included in all plans at no additional cost.