How can we help?
Everything about capturing receipts, connecting Square and your bank, and keeping books your accountant will accept. Start with setup if you're new.
Set up WispBooks in about fifteen minutes
Create your business, pick an accounting basis, connect Square, and capture your first receipt.
Scan at the counter, upload on the web, and understand what the AI does next.
Square & your bankConnect read-only, see your sales, and match bank transactions to the ledger.
Deductions & taxesFind what's deductible, fix missing evidence, and read the tax preview correctly.
Books & reportsThe chart of accounts, journal entries, reports, and the accountant package.
WispBooks suggests categories and deduction treatment. It doesn't file anything for you, and it isn't tax advice — confirm positions with your accountant.
All articles
Create your business, pick a basis, connect Square, capture your first receipt.
Scan on iPhone, upload on the web, and see what happens to the image.
What confidence means, which checks are deterministic, and when you get asked a question.
Read-only sales, tenders, processing fees, and the two years of history we backfill.
Linking accounts, reading the feed, categorizing a line, and re-authorizing.
Give Claude or any MCP client read access, optionally let it work the books, and revoke it from Settings.
What it does when it is on, the three states, the dollar limit, undo, and where to turn it on.
Evidence completeness, meals at 50%, and how to read the tax preview.
Chart of accounts, journal entries, corrections, and closing a month.
P&L, balance sheet, trial balance, general ledger, cash flow, sales tax, and the export.
Owner, admin, bookkeeper, add-receipts, and read-only.
The accounting terms WispBooks uses, in plain language.