Financial Management Simplified
One platform to manage your invoices, expenses, and financial reports. Built for growing businesses.
Everything you need, nothing you don't
InsightBooks focuses on the essential tools that make financial management simple and effective.
Invoicing
Create and send professional invoices with automatic payment reminders.
Reporting
Generate financial reports with customizable filters and insights.
Expenses
Track expenses, upload receipts, and categorize transactions.
Tax Ready
Organize your finances for tax season with built-in calculations.
Client Portal
Give clients access to invoices and payment methods.
Sync
Connect with your bank accounts for real-time transaction updates.
See InsightBooks in Action
Watch short videos to see how InsightBooks can streamline your financial workflows.
Invoicing & Billing
Create professional invoices, set up recurring billing, and track payments easily.
Expense Management
Track business expenses, capture receipts, and categorize transactions automatically.
Financial Reports
Generate income statements, balance sheets, and cash flow reports in seconds.
Client Management
Maintain client records, track communication, and manage payment terms.
Tax Preparation
Organize your finances for tax season with built-in calculations and categorization.
Bank Reconciliation
Connect your bank accounts and reconcile transactions automatically.
Connect with your favorite tools
InsightBooks integrates seamlessly with the tools and services you already use.
What our customers say
Businesses of all sizes trust InsightBooks for their financial management.
"InsightBooks has simplified our financial reporting and saved us hours every month."
"The intuitive interface makes it easy for our entire team to track expenses and invoices."
Simple, transparent pricing
All features included with every plan. Choose the option that works best for your business.
Monthly
- All modules included
- Unlimited users
- Unlimited invoices
- Financial reporting
- Client management
- Bank integration
- Email support
Annual
- All modules included
- Unlimited users
- Unlimited invoices
- Financial reporting
- Client management
- Bank integration
- Email support
Tailor-Made
- Everything in Annual plan
- Custom feature development
- Dedicated account manager
- Priority support
- Custom integrations
- Data migration assistance
Ready to simplify your finances?
Join thousands of businesses that trust InsightBooks for their financial management.