San Francisco, California

AI Bookkeeping Services in SF— Automate Your Books

You're building the future in the Bay Area. Your bookkeeping shouldn't feel like it's from the past. Upload your documents, let AI handle the categorization, and get investor-ready financials every month. Plans from $249/mo.

Why SF business owners are drowning in spreadsheets

Investor-ready financials are non-negotiable

Your VC wants monthly P&L, burn rate, and runway projections. If your books are 2 months behind, that conversation gets awkward fast.

California + SF tax double whammy

State income tax up to 13.3%, $800 franchise tax, SF Gross Receipts Tax, and district-level sales tax. Miss any of these and you're paying penalties.

SaaS revenue recognition is complex

Annual contracts, monthly subscriptions, usage-based billing, refunds — recognizing revenue correctly under ASC 606 requires precision your spreadsheet can't deliver.

SF bookkeepers are the most expensive in the US

Local bookkeepers charge $40-60/hour. At 20 hours a month, that's $800-$1,200 — before software costs. And good luck finding one who understands SaaS metrics.

How it works — 3 steps to clean books

1

Upload everything

Bank statements, Stripe exports, invoices, receipts — drag and drop or forward by email. We handle every format.

2

AI processes it all

Our AI categorizes transactions, matches payments, flags duplicates, and handles SaaS revenue recognition automatically.

3

Human-reviewed reports

A dedicated bookkeeper reviews every AI output. Monthly P&L, Balance Sheet, Cash Flow, and burn rate — delivered to your portal.

Built for the Bay Area's business landscape

For VC-Backed Startups

Burn rate dashboards, investor-ready financials, R&D tax credit tracking, SaaS revenue recognition. From pre-seed to Series C.

For SaaS Companies

MRR/ARR tracking, deferred revenue, subscription billing reconciliation, ASC 606 compliance. Built for recurring revenue.

For Freelancers

1099 tracking, quarterly estimated taxes, home office deductions. SF's freelance community is massive — we handle the complexity.

For Restaurants

POS reconciliation, tip reporting, COGS tracking, delivery app payouts. From the Mission to North Beach.

For Ecommerce

Multi-channel reconciliation, inventory valuation, COGS per SKU, California sales tax district tracking.

For Professional Services

Client billing, partner distributions, retainer tracking. Law firms, consultancies, and agencies across the Bay.

What you get — not just bookkeeping

Bank statement upload + AI extraction
Spending intelligence dashboard
Automated transaction categorization
Monthly P&L, Balance Sheet, Cash Flow
Tax-ready outputs for your CPA
Dedicated human bookkeeper
Payroll management (included)
AI receipt capture — snap, email, upload
CA franchise tax + SF Gross Receipts tracking
Weekly financial digest emails
CPA portal for your accountant
Secure client portal — 24/7 access

Local compliance in California

13.3%

Top CA state income tax rate — highest in the US

$800

Minimum annual franchise tax for LLCs and corporations

GRT

SF Gross Receipts Tax — varies by business activity (0.053%-0.654%)

SoMaMission DistrictFinancial DistrictNorth BeachHayes ValleyMarinaOaklandPalo AltoMountain ViewBerkeleySan JoseRedwood CityMenlo ParkSunnyvale

Pricing that scales with you

Plans from $249/mo — dedicated bookkeeper, payroll, all software included.

See full pricing breakdown

FAQs — SF Bookkeeping

How does AI bookkeeping work for SF businesses?

Upload your bank statements, Stripe exports, invoices, and receipts. Our AI categorizes everything and generates draft reports. A human bookkeeper reviews before delivering your monthly financials.

Do you handle California and SF-specific taxes?

Yes. We track CA state income tax, the $800 franchise tax, SF's Gross Receipts Tax, and district-level sales tax. All flagged automatically.

Do you work with VC-backed startups?

Yes. Burn rate tracking, investor-ready financials, R&D categorization, SaaS revenue recognition, and cap table-friendly reporting. Pre-seed to Series C.

How much does bookkeeping cost in San Francisco?

Plans start at $249/mo — a fraction of what SF bookkeepers charge at $40-60/hour. Includes dedicated bookkeeper, all software, payroll, and monthly reports.

Build the future. We'll handle the books.

Upload your first bank statement free. Investor-ready financials in 48 hours — no credit card required.