Filebox BookkeepingEverything a small business needs, nothing it doesn't
Filebox is built for owners with a limited volume of transactions who want their books handled properly without an hourly meter running.
Receipt inbox with OCR
Email your receipts to your private inbox or upload them to the portal. Our AI-powered OCR reads and files every one of them.
Reconciliation, monthly
Read-only access to your bank and card accounts. Every transaction is categorized, matched, and reconciled each month.
Financials by the 15th
Profit and loss, balance sheet, and a clean month-end packet — delivered on a schedule you can plan around.
How it works
1. Pick a plan
Choose the package that fits your transaction volume, then sign up online in minutes.
2. Send us your stuff
Connect read-only bank access and send receipts to your inbox. We handle the rest.
3. Get clean books
Your monthly statements arrive by the 15th. Questions are answered by email.
Plans for small businesses
Starter
- 1-2 bank or card accounts
- Up to 75 transactions a month
- Monthly reconciliation
- Receipt inbox with OCR
- P&L and balance sheet by the 15th
Core
- Everything in Starter
- Up to 4 accounts, 200 transactions
- Sales tax tracking
- Quarterly review call
- Year-end tax-ready packet
Growth
- Everything in Core
- Up to 8 accounts, 400 transactions
- Payroll import and classification
- Bill pay coordination
- 1099 preparation
Every plan is a flat monthly price — no hourly billing, no surprise fees. Add-ons and catch-up pricing on the pricing page.
Bookkeeping only — by design
We do not prepare tax returns and we do not give tax advice. We keep clean, current books and hand your accountant a tax-ready packet when the time comes. That focus is what keeps our prices flat and our work sharp.