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Secure. Simple. Bilingual. Built for your business.

Choose the plan that fits your business.

Simple bookkeeping designed for small business owners — not accountants.

Simpler than traditional accounting software. Truly bilingual. And when you're ready to hand it off, a real bookkeeper is one click away.

✈️
Starter
$14.99/mo
 
Self-serve for solopreneurs and small businesses just getting organized — connect your bank and categorize everything yourself.
  • Connect 1 bank account
  • Categorize your own transactions
  • Up to 500 transactions/month
  • Basic reports (Profit & Loss)
  • Email support
  • Bilingual, English & Spanish
Start Free Trial →
7 days free • No credit card • Cancel anytime
Most Popular
👑
Pro — self-serve
$24.99/mo
 
Everything growing businesses need to stay on top of their finances.
  • Connect unlimited bank accounts
  • Unlimited transactions
  • Advanced reports (P&L, Balance Sheet & more)
  • Monthly reconciliation
  • Priority support
1099 e-filing available as an add-on ($25 per filing, self-serve).
Start Free Trial →
7 days free • No credit card • Cancel anytime
👥
Done-For-You
$249/mo
 
We handle your books so you can focus on running your business — includes your Clave Pro Bookkeeping contract.
  • Everything in Pro
  • Full-service bookkeeping by Clave Pro
  • Monthly financial reports
  • Dedicated bookkeeper
  • 1099 filing included — up to 10 contractors/year
Start Free Trial →
7 days free • No credit card • Cancel anytime
A traditional bookkeeper typically runs $400–600/month. Done-For-You includes the software, the bookkeeper, and your 1099s.
Compare plans in detail
FeatureStarterProDone-For-You
Bank connections1UnlimitedUnlimited
Transactions/monthUp to 500UnlimitedUnlimited
Categorize your own transactions✓✓✓
Upload receipts, split transactions—✓✓
ReportsP&L onlyP&L, Balance Sheet & moreEverything in Pro
Monthly reconciliation—✓✓
Dedicated human bookkeeper——✓
1099 e-filingAdd-on ($25/filing)Add-on ($25/filing)Included (up to 10/yr)
SupportEmailPriorityDedicated bookkeeper
Bilingual (English & Spanish)✓✓✓

Getting started is easy

Every plan comes with a guided setup — here's exactly what to expect.

Self-Serve — Starter & Pro

1
Sign up & connect your bankSecurely link your accounts through Plaid in under 2 minutes.
2
Categorize your transactionsWe suggest categories automatically — you just confirm.
3
See your first reportGet a clean Profit & Loss the moment your bank syncs.

Done-For-You

1
OnboardWe set up your company, chart of accounts, and connect your banks.
2
We keep your booksEvery month we categorize, reconcile, and close — accurately.
3
You stay informedGet clean monthly reports and your portal access. Tax season, solved.
Already using ClaveBooks?Sign in to access your dashboard.
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Built by Clave Pro Services — led by a licensed tax & business advisor in Houston, TX.
🔒 Secure bank connections powered by Plaid
🔐 Bank-level AES-256 encryption in transit and at rest
🛡️ Your banking credentials are never stored by ClaveBooks

About the app: subscriptions are purchased here on the web only. The iOS app is a free sign-in companion for existing members to check their books on the go — it does not sell anything inside the app.

Why ClaveBooks

Stop fighting your accounting software

Duplicate transactions, phantom accounts, numbers that never match — most small businesses lose hours to messy books and overpay at tax time. We built ClaveBooks to be clean and correct by design, whether you do it yourself or let us do it for you.

Why business owners choose ClaveBooks

💬

Built for real people, not accountants

✅

Understand your business with clarity

⏱️

Save time and make better decisions

📈

Grow with confidence

👥

Bilingual. Human. Here for you.

❤️
Our promise We built ClaveBooks for business owners who want clarity, not complexity. We take care of the books so you can take care of your business.
Bilingual · Secure · Simple · Built for small business

Common questions

Do I need the app to use ClaveBooks?
No — everything works fully on the web at books.clavepros.com. The app is just a convenient way to check your books from your phone.
Can I cancel anytime?
Yes. Manage or cancel your subscription anytime from your Dashboard — no phone calls required.
What about 1099 filing for more than 10 contractors?
Additional 1099s are billed separately — $25 self-serve, $50 or $75 done-for-you depending on how much help you need. Ask us for details.
Is my bank password safe?
We never see or store it. Bank connections go through Plaid, a secure service used by major financial apps.
Can I switch plans later?
Yes, anytime. Your data, categories, and history come with you — upgrading or downgrading never means starting over.
I already use QuickBooks — can I move my books over?
Yes — we'll help you migrate your accounts and transaction history. Contact us once you sign up and we'll walk you through it.
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