Finally know what you can pay yourself.

Bookwise reads your bank feed and turns it into three honest numbers: what came in, what to set aside for taxes, and what is yours to keep. Built for coaches, trainers, and bodyworkers.

Apply for a founding spotSee how it works

50 founding spots. 30 days free. No credit card to start.

A Tuesday morning in Bookwise

May 2026
Came inEleven sessions, two packages, one workshop. Named in your language.
$4,120
Set aside for taxesWaiting in its own bucket, so April is a formality.
$1,030
Yours to keepPay yourself with a clear conscience.
$2,376
Sample numbersYours will be real.

How those three lines stay true

1

Connect your bank once. Every dollar sorts itself into words you actually recognize.

2

Set one number aside each month. It waits in its own tax bucket until April.

3

Snap receipts and forget them. They file themselves.

4

Ask Sage anything. Plain-English answers, never a lecture.

5

Hand your CPA one clean export. A smaller bill, a faster tax season.

What is in the app

Your Language, Not Ours

Bookwise replaces accounting jargon with words from your world. Coaches see coaching income and client attraction. Trainers see training income and gym expenses. Bodyworkers see appointment income and treatment supplies. No translation required.

Money Buckets

Every dollar you earn flows into Taxes Set Aside, Business Expenses, and Growth Fund automatically. You always know at a glance whether your practice is working for you.

Taxes Set Aside

Based on your monthly income, Bookwise shows how much to set aside using a 25% recommended safety rate, so you have a clear number before each deadline. Always confirm your rate with your CPA.

Sage AI Insights

Sage AI reads your numbers each day and tells you what it sees. Income patterns. Changes in what you are spending. Observations in plain language.

Receipt Scanning

Snap a photo of any receipt. Sage AI reads the amount, date, and category and files it automatically into your Google Drive. You will never lose a receipt at tax time.

Google Drive Sync

Receipts and exports are automatically organized in a dedicated Google Drive folder. Your records are always backed up and ready for your CPA.

CPA Export

One tap generates a clean export organized by Schedule C line. Dated, categorized, and noted. Your CPA starts from it instead of starting over.

Simple, honest pricing

Start with a free 30-day trial. No credit card required. The first 50 founding practitioners join through the beta application below and get Practice Pro free for life.

Practitioner

$19 per month

Everything you need to stay on top of your money, every day.

  • Money Buckets dashboard
  • Daily Pulse log
  • Sage AI daily insights
  • Receipt scanning (30/month)
  • Stripe or Plaid import
  • CPA export (CSV)
  • Google Drive sync
  • Tax deadline countdown
Apply for beta

Practice Pro

$49 per month

Ask Sage AI anything. Get your numbers delivered monthly. Run your whole practice.

  • Everything in Practitioner
  • Ask Sage AI: direct AI questions
  • Monthly Sage AI Report emailed to you
  • Unlimited receipt scanning
  • Multiple bank connections
  • Multiple practice profiles
  • Priority support
  • Unlimited transaction history
Apply for beta

Questions

Is this real bookkeeping?

Bookwise organizes your income and expenses with clarity. For tax filing, we always recommend working with a licensed CPA. We make their job easier and your bill smaller.

Do I need to know accounting?

Not at all. Every label in Bookwise is written in plain language for your profession. No spreadsheets. No jargon. Just your numbers.

What about my existing data?

Connect your bank through Plaid. Import from Stripe if you take card payments. You can also add entries manually anytime.

Is my data safe?

Your records are private and encrypted. Only you can see them. We never sell your data, ever.

What does it cost?

Bookwise starts with a free 30-day trial. No credit card required. After that, the Practitioner plan is $19 per month and Practice Pro is $49 per month.

What is the beta program?

We are opening Bookwise to 50 founding practitioners before we launch publicly. Beta testers get Practice Pro free for life, early access to new features, and a direct line to us as we build. We review every application and reach out within 5 business days.

A note from the founder

Aya, founder of Bookwise and The Zen Bookkeeper

You didn’t start your practice to do bookkeeping. You started it to coach, to train, to help people feel better in their bodies. Somewhere along the way, a shoebox of receipts and a guilty feeling in April got added to the job description.

I know that shoebox well. I have a master’s degree in accounting and spent ten years doing corporate audits, and the wellness professionals I met along the way changed my life. I left corporate to open The Zen Bookkeeper, a bookkeeping firm built for this community, and then built Bookwise so every practitioner could have a tool of their own.

Bookwise takes that part back off your plate. You open it with your morning coffee, it takes ninety seconds, and you close it knowing exactly where you stand. No spreadsheets. No jargon. No dread.

Aya

Founder of Bookwise and The Zen Bookkeeper

Apply for one of 50 founding spots

Beta testers get early access to every new feature and a direct line to us as we build. We review every application and reach out within 5 business days.

Free 30-day trial. No credit card required.