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Description
LazyBooks is an online accounting solution designed for small business owners, freelancers, and individuals overseeing multiple enterprises. The platform seamlessly imports bank and credit card transactions using Plaid, employs AI to recommend appropriate categories, and allows users to review, approve transactions, or establish rules for recurring items. It facilitates bank reconciliation and generates essential financial reports such as profit and loss statements, balance sheets, and cash flow statements based on the transactions that users have approved. In addition, users can manage client accounts and invoices, process card payments via Stripe, and keep track of overdue items along with daily bookkeeping responsibilities; LazyBooks claims it does not impose any additional charges on Stripe processing fees. Furthermore, the Model Context Protocol (MCP) server enables users to connect compatible AI assistants to specific organizations, granting read access and, if authorized, the ability to make bookkeeping modifications. Users have the ability to specify which businesses each assistant can interact with, ensuring enhanced security and tailored access. This flexibility allows for efficient management of bookkeeping tasks while maintaining user control over sensitive data.
Description
Leah Books provides cloud-based bookkeeping and accounting solutions tailored for small enterprises. It features functionality for managing both one-time and recurring invoices, allows for online payments via cards or bank transfers, facilitates bill entry and approval, enables check printing, and offers customer payment portals. Users are able to link their bank and credit card accounts, implement categorization rules, capture receipts for matching, and perform account reconciliations. The reporting capabilities include detailed insights into profit and loss, balance sheets, cash flow, aging reports, and comparisons of budget versus actual performance. Additionally, the Payroll plan automates the calculation of payroll taxes, generates paychecks and pay stubs, and prepares essential federal forms like 941 and 940, along with state-specific reports and W-2s for easy filing; an accompanying employee app also aids in tracking time and time off requests. Extra features encompass e-signature capabilities, customer relationship management (CRM) tools, location-based sales tax adjustments, management of fixed assets, and tracking for multiple business locations. While the software provides an extensive range of features, bookkeeping services are available separately and do not come bundled with the software plans. This separation allows businesses to choose the level of service that best suits their operational needs.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
ChatGPT
Yes
Claude
Yes
Claude Code
Yes
Cursor
Yes
Model Context Protocol (MCP)
Yes
Plaid
Yes
Stripe
Yes
Integrations
ChatGPT
No
Claude
No
Claude Code
No
Cursor
No
Model Context Protocol (MCP)
No
Plaid
No
Stripe
No
Pricing Details
$19/month
The $19/month plan covers up to three organizations. The first 60 days are free.
Free Trial
Yes
Free Version
No
Pricing Details
$29/month
Software plans start at $29 per month, with a 15-day free trial. Bookkeeping services are separate and are not included in software plans.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
LazyBooks
Founded
2026
Country
United States
Website
lazybooks.com
Vendor Details
Company Name
Leah Bookkeeping
Country
United States
Website
leahbooks.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Bookkeeping
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
Cash Management
No
Collections
No
Expense Tracking
No
Fixed Asset Management
No
General Ledger
No
Payroll
No
Revenue Recognition
No
Spend Management
No
Tax Management
No
Alternatives
No Alternatives
