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.

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

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. Beta testers in our founding 50 receive Practice Pro free for life.

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 financial clarity app for coaches, trainers, and bodyworkers

Always know where your money goes.

Never get surprised by your tax bill.

Track every dollar in and out.

See exactly what to save for taxes.

Know what to pay yourself this month.

Your money finally makes sense. Clear numbers, calm mind.

Apply for beta See how it works

50 founding spots. Free 30-day trial. No credit card required.

9:41

My Dash

Hands and Heart Massage

My Take-Home Pay

$2,376

After Taxes Set Aside, expenses, and Growth Fund

68% of $3,500 goal

Taxes Set Aside25%

$460

Growth Fund10%

$264

Make a Transfer

Made for practitioners, not accountants.

Coaches

Life coaches

Business coaches

Wellness coaches

Track packages, retainers, and sessions without a spreadsheet.

Trainers

Personal trainers

Fitness instructors

Group fitness instructors

See your most profitable sessions and track every gym-related expense.

Bodyworkers

Massage therapists

Acupuncturists

Somatic practitioners

Know your table income, supply costs, and take-home every month.

A new kind of money habit

Knowing your numbers is good for your nervous system.

Most wellness practitioners spend more energy avoiding their numbers than understanding them. That avoidance has a quiet cost. Bookwise is a 60-second daily check-in, not a quarterly scramble. Log your sessions. See your income update. Know exactly what is set aside. When you know your numbers, your nervous system can relax.

Bookwisenow

Your 5 PM check-in is ready. Sixty seconds and you're done. How did today go?

Sage AI insight

Income up 12% this week. Your busiest Tuesday yet.

How it works

Three steps to knowing your numbers.

Log your day

Add a session, snap a receipt, or let Stripe and Plaid pull transactions in automatically. Takes sixty seconds.

Sage AI sorts everything

Your income flows into Taxes Set Aside, Business Expenses, and Growth Fund. Each bucket updates automatically so you always know where you stand.

Hand it to your CPA

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

Sound familiar?

Two stories we hear every year.

The March scramble.

Receipts in the glovebox, a shoebox under the desk, and a stack of screenshots on your phone.

You spend ten hours pulling a year's worth of records together before your CPA appointment. That's ten sessions you didn't take, plus whatever the CPA charges to sort through the pile. And the worst part: you did this last year too.

The April surprise.

Your biggest quarter ever. Then April arrives.

You had no idea quarterly estimated payments were a thing, so you didn't make them. The IRS charges 8% annually on what you missed, and it accrues from the day you were supposed to pay. The money was there. You just didn't know to set it aside.

Bookwise is the system that makes both of these disappear.

Built for the way you actually work.

Tap any feature to see it inside the app.

AI-powered

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

Preview

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

Preview

Based on your monthly income, Bookwise shows exactly how much to set aside using a 25% safety rate. You always know what to put away before each deadline.

AI-powered

Sage AI Insights

Preview

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.

AI-powered

Receipt Scanning

Preview

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

Preview

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

Preview

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

The person behind the product

The Zen Bookkeeper.

Hi, I'm Aya, founder and designer of the Bookwise app.

I have a master's degree in accounting and spent ten years doing corporate audits. The work was interesting, but it kept me far from the people I actually wanted to help.

The wellness professionals I worked with along the way changed my life. Coaches, trainers, bodyworkers. I wanted to give something back to them. So I left corporate and opened The Zen Bookkeeper, a bookkeeping firm built specifically for this community.

I built Bookwise because I wanted every practitioner to have their own tool. Something that makes the numbers feel manageable and puts you back in control of your business.

Pricing

Simple, honest pricing.

Start with a free 30-day trial. No credit card required.

Practitioner

$19/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

Always know where your money goes.

Never get surprised by your tax bill.

Made for practitioners, not accountants.

Coaches

Trainers

Bodyworkers

Knowing your numbers is good for your nervous system.

Three steps to knowing your numbers.

Log your day

Sage AI sorts everything

Hand it to your CPA

Two stories we hear every year.

Built for the way you actually work.

Your Language, Not Ours

Money Buckets

Taxes Set Aside

Sage AI Insights

Receipt Scanning

Google Drive Sync

CPA Export

The Zen Bookkeeper.

Simple, honest pricing.

Questions.

50 founding spots.