Simple business records — connect a bank only if you want to.
Upload receipts, statements, invoices, income, and expenses manually. Review everything before it becomes part of your records.
Bank connection is optional and read-only.
ReturnBooks organizes records only. It does not hold, move, or process money.
ReturnBooks is recordkeeping software. It does not file taxes, run payroll, process payments, or replace your accountant.
Starter Monthly
Manual recordkeeping for receipts, statements, income, and expenses.
- Receipts
- Manual expenses
- Manual income
- Invoices
- Payroll recordkeeping
- Multi-company support
- Basic reports
- Accountant export
- Limited AI extraction
Business Monthly
Read-only bank transaction import for faster recordkeeping.
- Everything in Starter Monthly
- Read-only bank transaction import
- Statement uploads
- Statement transaction review
- AI-assisted extraction
- Create expenses from statements
- Create income from statements
- Statement Handbook
- Industry categories
- More monthly AI / document usage
Payroll Guardian Monthly
Advanced tools for growing businesses.
- Everything in Business Monthly
- Higher AI / document usage
- More storage and records
- Advanced reports
- Priority support
Prices are in USD per month. Sign up to create your account and set up your company workspace — you can start a subscription from Settings → Billing whenever you're ready.
What's included
Every plan is built around the same idea: you upload, you review, and only reviewed records count.
Receipts
Upload receipts as proof and review them before they become records.
Expenses & income
Record money out and money in manually, with full control.
Invoices
Create and track invoices for the money customers owe you.
Payroll recordkeeping
Track payroll records, contractor payments, reimbursements, and payroll-related notes. Recordkeeping only — ReturnBooks does not run payroll, file payroll taxes, or move money.
Statements
Upload statements, review extracted rows, and convert them into expenses or income.
Reports & export
See clean summaries and download accountant-ready CSV exports.
AI-assisted extraction
Optional document extraction speeds up data entry — you still review everything.
Multi-company support
Create and switch between multiple companies, each with separate records, bank connections, exports, payroll records, and billing. Invite teammates to a specific company with owner/admin/member roles — company roles never grant platform admin access. Billing is per company.
What ReturnBooks does not do
ReturnBooks is recordkeeping software. Being clear about its limits keeps your expectations — and your records — accurate.
Frequently asked questions
Do I need to connect my bank?
No. ReturnBooks is built for manual uploads and manual review.
Does ReturnBooks move money?
No. ReturnBooks does not hold, move, or process money.
Does ReturnBooks file taxes?
No. It organizes records that you can review and export for your accountant.
Can I upload statements?
Yes. Uploaded statement rows are review items until you convert them into expenses or income records.
Is payroll included?
Yes — payroll recordkeeping is included. Track payroll records, contractor payments, reimbursements, and payroll-related notes. Recordkeeping only — ReturnBooks does not run payroll, file payroll taxes, or move money.
Can I manage multiple companies?
Yes. Create and switch between multiple companies, and invite teammates to a specific company with owner, admin, or member roles. Each company keeps its own records, bank connections, exports, and billing — data stays isolated by company, and company roles never grant platform admin access.
Can I export records?
Yes. ReturnBooks includes accountant-ready CSV exports.