Upload your bank, e-wallet and credit card statements and your sales or revenue summaries. Clickbooks sorts every transaction into proper books: profit and loss, balance sheet, cash flow, and tax-ready financials.
No bank logins, no OTPs, no typing transactions by hand.
PDF statements, screenshots, or CSV and Excel exports from your bank, e-wallet, credit card and selling platforms. Each becomes an account in your books.
Every transaction gets a category. Marketplace reports are split into sales, fees and shipping, and transfers between your own accounts are matched so nothing counts twice.
Profit and loss, balance sheet and cash flow for any period, plus tax-ready financials: sales tax, VAT or GST, and the profit figures your tax return needs. Everything downloads to Excel for your accountant.
Bank, e-wallet, credit card and marketplace reports, sorted and reconciled.
Profit and loss, balance sheet, cash flow, trial balance and general ledger that always balance.
Sales tax, VAT or GST and withholding by quarter, plus the profit and loss your accountant needs for income tax.
Keep your books in dollars, pesos, euros, dirhams or another currency.
Depreciation, accruals, opening balances and corrections, with debits and credits checked.
Bill customers with your logo, VAT or sales tax. One deposit can pay several billing statements.
Track what you owe, with VAT, sales tax and withholding tax worked out. Pay several bills at once.
Printable payslips, with the tax withholding and deductions you set for each employee.
Stock in from bills, out from billing statements, and a month-end count for marketplace sales, at average cost.
Budget vs actual, customer and supplier aging, sales by customer and item, and expenses by supplier.
Financial ratios, a 12-month trend and KPI targets you track each month.
A separate space for your own money, under the same login: income and payslips, spending, and your net worth with loans. Budgets and goals with Personal Pro.
Your statements hold your name, address and every transaction. Here is exactly where they go.
We never ask for your bank login, card number, CVV or OTP.
Your books are private to your account and protected by your password.
We don't sell or share your data, and we don't show you ads.
Screenshots are sent as images, so crop out your name and card number first. The app reminds you.
Read the full privacy policy.
Simple monthly plans. Invited beta users use Clickbooks free for now, and we'll email before any charge starts.
$7.99/month
For sellers who want clear books.
1 user plus your accountant, free. Extra users $1.99 a month each, up to 3.
$17.99/month
For businesses that bill, buy on credit, keep stock and hire.
3 users plus up to 3 accountants, free. Extra users $1.99 a month each, up to 10.
$1.99/month
For knowing where your money comes from, where it goes and what you're worth.
Just you.
$3.99/month
For planning, not just tracking.
Two people: you and a partner.
$19.99/month
For business owners who want their personal money and their businesses in one place. It costs less than Business Pro and Personal Pro bought separately, even with one business.
3 users plus up to 3 accountants, shared across your businesses and tracker. Extra users $1.99 a month each, up to 10.
A bookkeeper goes through your books, checks the categories, reconciliations and statements, and sends you a written report of what to fix. Add it to any business plan, or to Consolidated.
Choose how often
Priced by the size of your books. Request one from Settings in the app, or email us for a quote.
It's online. Open it in any browser on your computer or phone and sign in. There's nothing to install, and your books are the same on every device. On a phone you can add it to your home screen so it opens like an app.
Yes. Plans are monthly. You can move between Personal Starter, Personal Pro, Business Starter, Business Pro and Consolidated whenever you like, or stop at any time. Download your books to Excel first if you want to keep a copy.
One plan for business owners: Personal Pro for your own money and Business Pro for up to 3 businesses, under one login. Your net worth then includes your share of each business, and money you pay yourself shows in both places without being counted twice.
No. Clickbooks works on your phone's browser on every plan, at no extra cost.
Turn on two-step sign-in in Settings and you'll enter a code from an authenticator app such as Google Authenticator each time you sign in, so a stolen password isn't enough. Passwords need at least 10 characters and are stored only as a secure hash. You can change your password and sign out every other device at any time, and every change to your books is kept in an audit trail.
No. You upload statements, screenshots or exports you already have. Password-protected PDFs are unlocked on your own device, and names, account numbers and phone numbers are removed before anything is read. We keep the transactions, never the files.
Statements from any bank or credit card, as PDF or screenshots; e-wallet history like PayPal, Wise, Venmo or Cash App; CSV and Excel exports; and sales reports from Shopee, Lazada, TikTok Shop, Shopify, Amazon, Etsy and other e-commerce platforms.
Yes. Upload a CSV or Excel export from your bank, e-wallet or marketplace, and its columns are worked out for you.
Yes. Download everything to Excel, with formulas, for your accountant. You can also ask for a Professional Review, where a bookkeeper checks your books and sends you a report.
Yes. Invite people from Settings with a link. Your accountant or bookkeeper is free on every business plan (up to 3 on Business Pro and Consolidated). Business Starter includes 1 user, Business Pro and Consolidated include 3, and each extra user is $1.99 a month. Roles: Owner, Accountant or bookkeeper, Staff (uploads statements, sorts transactions, makes billing statements and bills) and View only. Staff and view-only users can't see payroll or the audit trail.
Each business can add up to 50 statement files a month on Business Starter and 200 on Business Pro, and each personal tracker up to 50. It's counted per business, not per user. Most businesses never come close to it; if you do, email us and we'll sort it out.
Email support is included on every plan. Write to clickbooks@clickbooksonline.com.
Important pricing details. Prices are per month, in the currency for where you are. *File limits are counted per business each calendar month; most businesses never come close to them. Professional Review is quoted separately before it starts. During the beta, invited users use Clickbooks free, and we'll email you before any charge starts.