We Don't Compromise When it Comes to Reliability

• SunBooks is based in Google Sheets and meets you where you already work

• SunBooks uses double entry accounting (that you never have to see, unless you are an accountant 😎)

• SunBooks can process more than 90,000 transactions per year

• If there is something wrong with your records, you'll get an email alert showing you what the problem is

• See an audit report of what changed by who and when

Let SunBooks do the work for you!

• SunBooks is easy to navigate with only 5 menu buttons and no clutter

• Automatically import new bank transactions every day

• Categorize and approve up to 50 transactions at once

• Do you have trouble knowing how to classify transactions? SunBooks uses AI and pattern recognition to suggest categories and payees for you

• Ask Sunny the AI bookkeeping assistant a question if you are unsure about a transaction

• Optionally, get a weekly report of 20 transactions, and SunBooks will add them to your ledger automatically if you have no problems with them

• See exactly which accounts and months are not reconciled and get in-app help with what might causing reconciliation problems. 

• View your bank statements directly in the reconciliation flow so you can transaction match and find errors without leaving the app

Stay on Top of Admin Work

• Get help entering payroll entries into your books

• Stay compliant by automatically collecting W-9 forms from contractors and send them their 1099-NEC form with one click.

• Let your employees clock in and out and determine the hours they worked on each project

• Snap and upload receipt images easily and match them with your projects for more project detail and improved audit history

• Track your business miles and calculate your tax savings 

• Track your assets, see how much you still owe on your loan balances and calculate asset depreciation

• Track your credit card balances and make a plan to pay them off

Easily Manage Your Payments and Invoices

• Collect customer payments using Stripe, either using a payment link on your website or by sending an invoice. 

• Get paid via ACH transfer, credit card, or request a check from your customer

• Create estimates and send your customers follow up invoices automatically (optional)

• Create and request e-signatures from clients and vendors and view your signed agreements in one dashboard

• Create and track change orders

• Track how close you are to meeting sales tax nexus requirements, register to collect sales tax where you sell and pay your sales tax obligation all from the app

• Track which customers owe you and automatically send follow-up emails. Get a text notification when someone pays you.

SunBooks Makes it Easy to See:

• Your profit over any time period (Profit and Loss statement)

• Your total assets, liabilities and equity (Balance Sheet)

• Whether you are currently making money or losing money (Cash Flow statement)

• If your bank account(s) are increasing or decreasing (Bank account balance history)

• What your top spending categories are

• A yearly federal tax estimate and an estimate of what you should pay in quarterly taxes

• What your sales tax liability currently is

• Cost of Goods Sold amount and profit margin for individual products/services/projects

• When your employees were clocked in and clocked out and how much time/labor expense has been spent on each project

$25/month. Cancel any time, keep all of your data.

SunBooks is currently designed for U.S.-based businesses and U.S. tax workflows.