Connect a live bank feed powered by Plaid, import CSVs, reconcile accounts, track income and expenses, and generate clean financial reports — all from one tool that doesn't feel like enterprise software. Free tier, no credit card required to start.
No credit card to startPlaid bank feeds (paid tiers)Passkeys + 2FA
QuickBooks is overkill. A spreadsheet is a mistake.
You don't need a general ledger system built for an accounting firm with 40 clients. You don't need to reinvent double-entry bookkeeping in Excel every tax year. You need a simple, modern tool that handles the boring parts — importing, categorizing, reconciling, reporting — without making you read a 300-page manual.
Books is that tool. One clean interface, one sensible workflow, eleven reports your accountant will actually thank you for.
Before Books
Manual CSV copy-paste into a spreadsheet, or paying $30/mo for QuickBooks Online features you will never use, while your accountant asks for a Trial Balance you have no idea how to generate.
With Books
Upload a bank CSV. Auto-detect columns. Categorize in bulk. Reconcile line-by-line against a statement. One click exports the entire Accountant Package — PDF + Excel — ready for tax time.
Features
The six things you actually need.
Nothing you won't use. Everything your accountant will.
Plaid bank feed
Connect your bank or credit card and transactions flow into Books automatically — no CSV uploads, no weekly download ritual. Powered by Plaid, the same bank-connection layer behind Venmo, Robinhood, and most US fintech apps. Included in paid tiers.
CSV import
No Plaid-supported bank? No problem. Upload a CSV and Books auto-detects columns, flags transfers between your accounts, and highlights likely duplicates before you commit. Categorize inline or in bulk.
11 financial reports
Profit & Loss, Balance Sheet, Trial Balance, Statement of Cash Flows, General Ledger, Owner's Equity, Transaction Detail, Account Summary, and category breakdowns — each exportable as PDF or Excel with date-range filtering and drill-down. Seven of them ship as a one-click Accountant Package.
Journal entries
First-class double-entry bookkeeping. Post adjustments for depreciation, reimbursements, prepaid expenses, or year-end entries with balanced debit/credit validation. Draft, review, post — all auditable.
Reconciliation
Match your bank statement to your books line-by-line. Running difference updates in real time. Attach the statement PDF for a permanent paper trail.
Multi-user & multi-company
Paid tiers include a free Accountant seat — read-only access plus export privileges, no "viewer seat" upcharge. Run multiple companies from one account with instant switching.
Hero feature
The Accountant Package — one click, one zip, done.
When your accountant asks for the books, hand them one file. Out of the 11 financial reports Books produces, the Accountant Package bundles the seven your accountant actually asks for — each as a formatted PDF — into a single downloadable ZIP. Stop emailing four attachments with "let me know if you need anything else."
Seven accountant-ready reports bundled into one ZIP
Each report is a formatted, print-clean PDF
Year-filtered automatically; change the year, re-export
One click to download, one email to send to your accountant
Upload one bank CSV and you have a live general ledger. Import your existing chart from QuickBooks or Xero in the same session. There is no "onboarding call," no migration consultant, no 30-day ramp.
Accountant-grade, without the UX pain
Real double-entry under the hood, real balanced journal entries, a real audit log on every change. But the interface looks like a modern SaaS, not a Windows 98 installer. Your accountant gets the reports they want; you don't have to learn QuickBooks to produce them.
A real free tier, forever
Free is not a 14-day trial with a credit-card wall. It is 25 transactions per month, one company, the full reporting suite, and forever. Solo agents with low volume can run their books indefinitely without paying a dime.
Part of the UrTravelPro ecosystem
One account, same login as Trips, Compass, and Marketing. Contacts and trips flow between apps automatically — invoice a client from Books using the same record that lives in Trips, no double-entry, no CSV juggling.
How we compare
Books vs. the usual suspects.
Books
QuickBooks Online®
Xero®
Wave®
Real free tier (no trial wall)
Simple, modern UI — no training required
Plaid-powered live bank feed
Bank CSV import with auto column detection
One-click Accountant Package (ZIP of PDFs)
Double-entry journal entries
Free Accountant seat on paid tiers
Multi-company from one account
Integrates with travel-native CRM + marketing
Passkeys + 2FA
Partial means achievable with setup time, paid upgrades, or add-ons. Books is these things out of the box.
Comparison disclaimer.
QuickBooks Online®, Xero®, and Wave® are trademarks of their respective owners and are not affiliated with, endorsed by, or sponsored by UrTravelPro. Feature comparisons reflect our good-faith evaluation of each product's standard capabilities on the date of publishing; third-party products evolve quickly, so verify current features on their own sites before making a decision.
From the founder
I'm a travel advisor, and for years I ran my books on a mess of spreadsheets and QuickBooks add-ons that I paid for but mostly couldn't figure out. I built Books because I wanted one tool that imported my bank CSVs, let me categorize in bulk, and produced reports my accountant would actually accept — without making me learn accounting-firm software. If that's you, this is for you.
About what's locked in.
The founders' price covers Books, Marketing, and Compass with their current features for the life of your subscription. Future major upgrades to these apps may be priced separately. The Trips app is a separate paid upgrade and is not included at the founders' rate.
Yes. The free tier is real — no credit card required to start. It includes 25 transactions per month, one company, one user, and the full reporting suite. For most solo agents doing low-volume bookkeeping, it is enough to run the books indefinitely.
Books is built travel-first. Commission tracking, supplier payments, per-trip profitability, and multi-tenant host-agency support are first-class features — not plugins. The UI is also dramatically simpler than QuickBooks, which matters when you are the bookkeeper *and* the travel advisor *and* running your business at the same time.
Yes, on paid tiers. Books includes a live bank feed powered by Plaid — the same bank-connection layer used by Venmo, Robinhood, and most US fintech apps. Connect a checking, savings, or credit card account and transactions flow into Books automatically. The free tier supports CSV import only; paid tiers include Plaid bank feeds (1 connected account on Growth, unlimited on Pro).
Yes. Upload a CSV exported from QuickBooks, Xero, Wave, or any other tool — we auto-detect columns and let you preview the mapping before importing. Parent/child hierarchies, account types, and sub-classifications all come across.
Two paths. If your bank is on Plaid and you are on a paid tier, connect it once and transactions sync automatically. Otherwise, upload a CSV — Books auto-detects date/description/amount columns, flags potential transfers between accounts you have already imported, and highlights likely duplicates before you commit. Inline or bulk categorization cuts review time from hours to minutes.
Yes. Every transaction is balanced behind the scenes. Journal entries are first-class — create adjustments for depreciation, reimbursements, prepaid expenses, or year-end entries with full debit/credit validation. Draft, review, post. Nothing is destructive; everything is auditable.
Yes, on paid tiers. Every paid tier includes a free Accountant seat — invite your accountant with the Accountant role and they get read-only access to everything plus export privileges. No additional subscription, no "viewer seat" upcharge. Growth includes 1 Accountant seat; Pro includes 2.
Eleven reports in total: Profit and Loss, Balance Sheet, Statement of Owner's Equity, Trial Balance, Statement of Cash Flows, General Ledger, Transaction Detail, Account Summary, Expenses by Category, Income by Category, and Uncategorized Transactions. Each can be exported as PDF or Excel. Seven of those — the ones accountants actually ask for at year-end — are also bundled into a one-click Accountant Package ZIP of PDFs.
A single ZIP file containing seven formatted PDF reports: Profit and Loss, Balance Sheet, Statement of Owner's Equity, Trial Balance, Statement of Cash Flows, General Ledger, and Transaction Detail. All year-filtered automatically. One click to download, one email to send to your accountant. Available on every tier including Free.
Yes. Every connection is 256-bit TLS. Passwords are bcrypt-hashed. Two-factor authentication is available (TOTP + passkeys). Every sensitive action is written to a permanent audit log. Multi-tenant isolation at the database row level means no cross-company data leakage, ever.
Yes. Cancel from Settings anytime with no retention lock-in. Download your complete Accountant Package (ZIP of formatted PDFs) any time before or after cancellation.
Same login, same workspace. A client you add in Trips will show up as an available payee in Books. Commission rules follow the supplier automatically. Per-trip profitability works because Trips, Books, and the rest of the ecosystem share one contact and trip database.
Ready to clean up the books?
Start free. No credit card required. Import a bank CSV and your Trial Balance is one click away.