Can I use this for freelance bookkeeping?

You can use it to keep the transaction side of your bookkeeping current. Bank Statement Genie automatically syncs your bank and card transactions into a Google Sheet you own, so income and expenses are reconciled against what actually cleared. It is not accounting software and does not do double-entry ledgers, invoicing, or tax filing, its job is to get clean, categorized transaction data into a Sheet you and your accountant can work from.

Can I categorize business vs personal expenses?

Yes. The Sheet includes a Rules tab where you map merchants to categories, for example "Adobe → Software" or "Costco → Groceries". New matching transactions get labeled automatically on each sync, so you can separate business from personal and group deductible expenses without re-tagging every row by hand.

Can my accountant access it?

Yes. Because the data lives in a normal Google Sheet you own, you can share it with your bookkeeper or accountant at any access level, view-only or edit, and revoke it whenever you like. There is no separate seat or export step; they open the same live Sheet that keeps updating as new transactions sync in.

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Freelancers & self-employed

Freelancer bookkeeping, reconciled all year

When you're self-employed, tax season is only painful because the bookkeeping got saved for the end. Bank Statement Genie keeps your income and expenses flowing into a Google Sheet™ you own, automatically, so your records match what actually cleared, every month, instead of once in a March scramble through a shoebox of receipts.

Honest scope: this isn't accounting software and it doesn't file your taxes or run a double-entry ledger. What it does is get clean, categorized transaction data into a Sheet, the exact thing you (or your accountant) need to reconcile the year and prep the return.

Why freelancers use it

Bookkeeping that keeps itself current

Reconcile without manual export

No more monthly CSV downloads or converting PDF statements. Transactions land in your Sheet on their own, so what you've recorded always matches what the bank actually cleared.

Categorize business vs personal

Use the Rules tab to map merchants to categories once, "Adobe → Software", "Costco → Groceries", and every future match gets labeled automatically. Deductibles group themselves.

Share the Sheet with your accountant

It's a normal Google Sheet you own, so you can grant your bookkeeper view-or-edit access, and revoke it, anytime. No extra seats, no exports, just the same live Sheet.

Year-round, not a March scramble

Because the data arrives as you go, quarterly estimates and the annual return start from a Sheet that's already reconciled, instead of a weekend of catch-up bookkeeping.

A passive pulse on spending

Optional twice-weekly recap emails give you a hands-off read on business spending, a Friday rundown and a Tuesday check-in, and a simple dashboard offers an at-a-glance view without touching the Sheet.

Before / after

What tax season actually feels like

The shoebox method

A pile of receipts and PDF statements to sort in one sitting
Exporting CSVs from each bank and stitching them together
Re-tagging every business expense by hand, from memory
Emailing your accountant a static file that's stale the next day

The auto-synced Sheet

Transactions already in one Google Sheet you own
No exports, new activity syncs in on its own
Categories applied automatically by your Rules tab
Your accountant opens the same live Sheet, always current

How to set it up

From bank to bookkeeper in three steps

Connect your bank

Sign in with Google and link your business and personal accounts through a secure connection. Bank Statement Genie never sees your bank password, and it uses Google's narrow drive.file scope, it can only touch the one Sheet it creates. Transactions start filling in.

Categorize with the Rules tab

Open the Rules tab in the Sheet and map your regular merchants to categories, software, subscriptions, contractors, meals, personal. Every future sync applies those rules for you, so business and personal stay cleanly separated without row-by-row tagging.

Share it with your bookkeeper at tax time

When your accountant needs the numbers, share the Sheet, view-only or edit, your call, and revoke access when you're done. They get clean, reconciled, categorized transaction data straight from the source, no export step in between.

On privacy

Your data stays yours

The Sheet lives in your own Google Drive. Bank Statement Genie never sees your banking password, never sells your data, and never trains models on it. On the free plan your accounts sync once a month; upgrade for near-real-time syncing if you'd rather see activity as it clears.

Get ahead of next tax season

Connect a bank on the free plan and let your Sheet reconcile itself all year. Share it with your accountant when the time comes.

Get started for free