Filebox BookkeepingHow it works
From sign-up to your first clean month-end in five steps. Most of the work is ours — you just send receipts and answer the occasional question.
Step 1 — Pick a plan and sign up
Choose Starter, Core, or Growth based on how many accounts and transactions you have. Sign-up is online and takes minutes; payment runs through Stripe and you can cancel anytime.
Step 2 — Connect read-only account access
We send you a secure request for read-only access to your bank and credit card accounts. Read-only means exactly that: we can see transactions, but we can never move money or make changes.
Step 3 — Send receipts to your private inbox
Every client gets a dedicated receipt inbox. Email receipts to it from your phone or forward vendor invoices; upload files through the portal if you prefer. Our AI-powered OCR reads, categorizes, and files each one automatically.
Step 4 — We categorize and reconcile every month
Your transactions are pulled, categorized, and matched against your statements. When something is unclear, we ask instead of guessing. By month end your books are current and balanced.
Step 5 — Financials delivered by the 15th
Your profit and loss, balance sheet, and month-end packet arrive by the 15th of the following month. Core includes a quarterly review call and a year-end tax-ready packet; Growth adds a monthly call.
What you need to provide
At sign-up
- Business name and type, and your accounting method
- The bank and card accounts you use for the business
- Prior bookkeeping history, if any, or a catch-up request
- Approval for read-only account access
Every month
- Receipts for business purchases
- Answers to our questions, by the 15th
- That's it — the rest is on us