The books for everything you run, in one place.
BooksMaxxing is accounting software for people with a business or two, a rental property, and a household to keep track of. It runs on your own computer, and AI does the categorizing for you to approve.
Every business gets its own books
Add a book for each business and rental property. Personal is one too. Each has its own chart of accounts, profit and loss, and balance sheet.
Shared cards are fine. Charge a client lunch, a faucet for the rental, and groceries to the same card, then assign each charge to the right book or split it across several. Every book still balances on its own.
Your rules and the AI suggest a book and category for each transaction. Nothing counts in your reports until you approve it. Bring your own Anthropic or OpenAI API key.
Receipts that find their own charge
Add a photo or PDF when you get the receipt, days before the charge posts. The AI reads the merchant, date, and total, and attaches the receipt when the charge shows up on your statement, tip included.
Order confirmations work too. The email itself becomes the receipt.
Invoices from whichever company did the work
Pick the company on each invoice, and it goes out under that company's name, address, and payment instructions. Email it as a PDF.
Clients can mail a check or pay by bank transfer through Stripe, with the processing fee added to their total. When the payment arrives, the invoice is marked paid.
Also in the box
Bank and card feeds
Connect Chase, Capital One, and many other banks through SimpleFIN Bridge, for $15 a year. CSV import works too.
Year-end reports
Profit and loss and balance sheet for each book or all your businesses together, with Schedule C and Schedule E categories. Print to PDF or download a spreadsheet for your accountant.
1099 tracking
Keep W-9s on file, tag contractor payments, and see which contractors need a 1099-NEC at year end.
Encrypted backup
Your data is encrypted on your computer before it's copied to cloud storage you control.
Runs on your computer
Your books live in one file on your machine. BooksMaxxing runs on Windows, Mac, or Linux.
Checks in twice a month
A scheduled job brings in new transactions and suggests categories on the 15th and the last day of each month, ready for your review.
Be the first to know
Leave your email and you'll get one message when BooksMaxxing is ready to download.