
Bokeping
Bokeping is online bookkeeping software for small businesses, covering invoices, bills, bank transactions, and financial reports through a web app and API.
What Bokeping is
Bokeping is online bookkeeping software for small businesses, covering invoices, bills, bank transactions, and financial reports through a web app and API. Businesses can create professional invoices, accept card or bank payments through Stripe or Forte, and send automatic payment reminders. Plaid bank feeds connect to thousands of US banks and card accounts through read-only connections. CSV imports bring in spreadsheet data, while QBO imports support QuickBooks history. Bokeping also offers financial statements, a general ledger, sales tax features, inventory tracking, and cost-of-goods-sold tracking. Every plan includes two external accountant logins that do not count against the user limit. The Free plan is free and allows one user and 20 of each sales and purchase record per month, with CSV bank import and financial statements. Standard costs $29 a month or $290 a year; Pro costs $59 a month or $590 a year. Bokeping says customer financial data is encrypted in transit and at rest and can be exported or deleted. It does not run payroll or file taxes, and companies needing more than 10 users must contact the company.
Good
- Free plan includes financial statements and CSV bank import.
- Plaid bank connections are read-only.
- CSV and QBO imports are available.
- Every plan includes two external accountant logins.
- Customer financial data can be exported or deleted.
Watch out
- Does not run payroll or file taxes.
- Free plan is limited to one user.
- More than 10 users requires contacting the company.
- Bank feeds are for US banks and card accounts.
Who it suits
Bokeping suits small businesses that need invoicing, bookkeeping, bank feeds, and financial reports. The Free plan is aimed at owners doing their own books and businesses just getting started, while Standard and Pro address larger teams and inventory needs.
Verdict
Bokeping covers core small-business bookkeeping alongside bank feeds, invoicing, inventory, and accountant access. It does not handle payroll or tax filing, and the free plan has a one-user limit.
Plans and prices
From Bokeping's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | 1 user · CSV bank import · 20 of each sales and purchase record per month · income, expense and bill tracking · financial statements · free accountant access · Free forever; $0 per month |
| Standard | $29 a month | Up to 3 users · automatic bank feeds · unlimited invoices, bills and expenses · sales-tax tracking · inventory · purchase orders · financial statements · $29/month or $290/year, paid annually upfront |
| Pro | $59 a month | Up to 10 users · Standard features · roles and permissions · multiple stores and warehouses · advanced inventory · priority support · $59/month or $590/year, paid annually upfront |
The facts
Each one read from Bokeping's own pages, with the date it was checked.
What it does
- Accountant access
- Every plan includes two external accountant logins without counting them against the user limit.checked 15 Oct 2026
- Accounting
- Reports include financial statements, a general ledger and sales-tax tracking on applicable plans.checked 15 Oct 2026
- Accounting and inventory
- The product offers financial statements, a general ledger, sales tax features, inventory tracking, and cost-of-goods-sold tracking.checked 7 Oct 2026
- API authentication
- Users create, scope, rotate and revoke bearer API keys in Settings.checked 15 Oct 2026
- API capabilities
- API endpoints cover invoices, contacts, bills, accounts and structured profit-and-loss, balance-sheet and cash-flow reports.checked 15 Oct 2026
- API sandbox limitation
- Bokeping states that it has no separate sandbox and API keys operate against real company books.checked 15 Oct 2026
- API style
- The public developer interface is a REST and JSON API using snake_case fields and versioned /v1 paths.checked 15 Oct 2026
- Availability targets
- Bokeping states availability targets of 99.9% for the web app and API and 99.5% for bank feed sync and webhooks.checked 7 Oct 2026
- Bank credential handling
- Bank credentials are entered with Plaid and do not touch Bokeping’s servers; bank connections are read-only and can be disconnected at any time.checked 7 Oct 2026
- Bank feeds
- Bokeping connects to thousands of US banks and card accounts through Plaid using read-only connections.checked 7 Oct 2026
- Banking
- Banking tools include bank feeds, smart categorization, reconciliation and cash-flow views.checked 15 Oct 2026
- Bank integration
- Plaid supplies read-only bank connections and Bokeping says bank credentials never reach its servers.checked 15 Oct 2026
- Bills and purchasing
- Bills, purchase orders, vendor credits and expense tracking are included product areas.checked 15 Oct 2026
- Currency limitation
- Each company uses one currency, US dollars; multi-currency bookkeeping is not supported.checked 15 Oct 2026
- Double-entry ledger
- Bokeping says every transaction posts as a balanced double-entry and can be traced through an audit trail.checked 15 Oct 2026
- Feature omissions
- The company says it does not provide CRM, project management, payroll or tax filing.checked 15 Oct 2026
- Imports
- CSV or XLSX files can import supported records, while QBO files import bank and credit-card transactions.checked 15 Oct 2026
- Intended users
- The Free plan is described for owners doing their own books and businesses just getting started, while Standard is aimed at most small businesses and Pro at growing teams.checked 7 Oct 2026
- Inventory
- Inventory functions cover items and pricing, warehouses, stock adjustments and cost of goods sold.checked 15 Oct 2026
- Invoicing
- The product supports professional invoices, estimates, customer payments and credit notes.checked 15 Oct 2026
- Legal operator
- Bokeping identifies UTAXES, LLC as the operator and says the Bokeping brand and dedicated platform began in 2025.checked 15 Oct 2026
Money
- API plan
- API access is included with Pro at $59 per month.checked 15 Oct 2026
The company
- Company profile
- LinkedIn lists Bokeping as privately held with 11–50 employees, headquartered in NYC, NY, and founded in 2016.checked 15 Oct 2026
- Headquarters
- United States — remote; offices in New York, NY and Albany, NYchecked 28 Sep 2026
The full review of Bokeping
Bokeping is a small-business bookkeeping service that combines accounting records, billing and product-inventory controls in a web and API package. It is best suited to owners and teams that need bank-connected books and sales-tax or stock tracking without payroll administration. The main trade-off is a 10-user ceiling and no tax-filing or payroll capability.
Overview
Bokeping brings invoices, bills, bank transactions and financial reports into one workspace. Financial statements, a general ledger, cash-position views, and inflow/outflow tracking give owners more than a simple list of transactions. Inventory and cost-of-goods-sold tracking make it particularly relevant to businesses that sell physical products.
Invoices support card or bank payments and automatic reminders. Stripe and Forte are the stated payment routes, and their provider fees apply. Plaid connects the service to thousands of US banks and card accounts through read-only feeds; credentials are entered with Plaid rather than stored on Bokeping’s servers, and connections can be disconnected. CSV imports cover spreadsheet data, while QBO imports can bring in QuickBooks history.
Bokeping says data is encrypted in transit and at rest, is not sold or used for advertising, and can be exported or deleted by the customer. Every plan includes two external accountant logins outside the plan’s user count. Email and chat support is included across plans, with human replies targeted within one business day; Pro receives queue priority. Stated availability targets are 99.9% for the web app and API and 99.5% for bank-feed synchronization and webhooks.
Key features
- Bookkeeping and reporting: The general ledger and financial statements support regular close and review work, while cash and inflow/outflow views help owners monitor liquidity.
- Invoicing: Professional invoices, online payment acceptance and automated reminders reduce routine follow-up, although payment processing adds the providers’ fees.
- Bank connections and imports: Plaid feeds reduce manual entry for US accounts, and CSV/QBO imports provide practical migration paths from spreadsheets or QuickBooks.
- Inventory accounting: Stock, purchase orders, advanced inventory on Pro, and cost-of-goods-sold tracking extend the product beyond service-only bookkeeping.
- Accountant collaboration: Two outside accountant accounts on every tier are useful for review or preparation without consuming paid seats.
Pricing
| Plan | Price | What you get |
|---|---|---|
| Free | 0.00 USD, free forever | 1 user; 20 sales records and 20 purchase records per month; CSV bank import; financial statements; accountant access |
| Standard | 29.00 USD/month or $290/year | Up to 3 users; automatic bank feeds; unlimited invoices, bills and expenses; sales-tax tracking; inventory and purchase orders |
| Pro | 59.00 USD/month or $590/year | Up to 10 users; roles and permissions; multiple stores and warehouses; advanced inventory; priority support |
The free tier fits an owner doing their own books or a new business that can stay within 20 sales and 20 purchase records each month. It gives up automatic feeds and the broader operational controls of paid plans. Standard is the sensible tier for most small businesses: its unlimited billing records, live feeds, sales-tax tools and purchasing controls remove the free plan’s main bottlenecks. Pro earns its higher price for growing teams that need permission management, several locations or deeper inventory work. Annual billing lowers the effective monthly rate to about $23 for Standard and about $49 for Pro; more than 10 users requires contacting Bokeping for a larger arrangement.
Platforms
Bokeping runs on the web and provides an API. That suits browser-based bookkeeping and integrations, but no native Android or iOS application is identified.
Who it's for
Choose Bokeping if you run a small US business and want bookkeeping, invoicing, bank feeds, sales tax and inventory in one system, with room for accountant collaboration. Standard fits a conventional small company; Pro fits a team operating multiple stores or warehouses. It is a poor match for employers needing payroll or businesses expecting the software to file taxes.
Pros and cons
Pros
- Combines financial statements, ledger, invoicing, bank feeds and inventory accounting.
- Read-only Plaid connections and customer export/deletion controls reduce credential and portability concerns.
- Two external accountant logins are included on every plan.
- Standard and Pro remove the free tier’s record cap and add progressively stronger team and inventory controls.
Cons
- The free plan is restricted to one user and 20 sales plus 20 purchase records per month.
- Payroll and tax filing are outside the product.
- Native mobile apps are not identified; access is web and API based.
- Invoice payment providers charge their own fees, and teams above 10 users must arrange a larger plan.
Alternatives
Cash Flow Management Software is the broader category to explore when cash visibility matters more than full bookkeeping and inventory.
- Caflou is a freemium option with Android, iOS, web and API coverage if mobile access is important.
- onbalance is a free Android/iOS choice with no paid tiers stated.
- Cash Pocket is free across Android, iOS and web with no subscriptions or in-app purchases stated.
- Bankflow suits document-volume workflows, offering a one-time 50-credit free plan and a $14.99 monthly 300-credit Starter plan.
- Trezy is a web freemium alternative with a one-bank-account free tier and AI categorization.
- BankSummary offers a web free plan for up to two accounts and a free trial.
- Cashvue is free during its public beta.
- Statement is a paid web alternative.
Verdict
Bokeping is a strong choice for a small product-selling business that wants bank-connected bookkeeping, invoicing and inventory without stitching together separate tools. Pick Standard or Pro when record limits, team access or multi-location stock make the free tier impractical. Look elsewhere if payroll, tax filing, native mobile apps or more than 10 users are essential.
Alternatives to Bokeping
- 1

Bankflow
Free planAndroidiOSWebAPI8.0From $14.99 a month - 2
Cash Pocket
Free planAndroidiOSWeb7.3Free plan - 3
Caflou
Free planAndroidiOSWebAPI7.0Free plan - 4
onbalance
Free planAndroidiOS6.8Free plan - 5

BankSummary
Free planWebAPI6.7Free plan - 6

Agicap
AndroidiOSWebAPI6.6
