Bookkeeping as easy as a text message

Bookkeeping for your sole proprietorship, minus the bookkeeping.

You didn't start a business to do data entry. Snap a receipt, send an invoice, connect your bank — Clary keeps your books and shows you what you actually make, per client and per project.

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1 Capture
Got it — $68.20 at Staples.
Office supplies
drove 42 miles to a client meeting
Done — 42 miles. ~$30 deduction.

It starts with a text.

Snap a receipt or say what happened. We read it, categorize it as a business expense, and log mileage at the current IRS rate — in ~5 seconds.

2 Organize
$49 Figma for the Acme redesign
Logged — $49, Software.
Acme Corp Website redesign
3 hours of design for the Acme redesign
Noted — 3 hrs.
Acme Corp Website redesign

Tag it once. It rolls up everywhere.

Every expense and hour ties to a client or project — the records a sole proprietor actually needs, kept without a spreadsheet.

3 Invoice & get paid
invoice Acme $4,200 for the redesign
Invoice #2026-014 · Acme CorpSent
Website redesign · due in 14 days$4,200
Invoice #2026-014 · Acme Corp
Marked paid · recorded to income$4,200

Send a branded invoice from the same chat.

Email it as a PDF, then mark it paid when the money lands. Every invoice ties to a client and project — so profit tracks itself.

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30 days free · no credit card
4 Connect your bank
Chase Checking ··4521 connected — new transactions now import on their own.
This morning · synced from your bank
Staples · −$68.20→Your receipt
Acme Corp · +$4,200.00→Invoice #014
Shell · −$54.10→Auto & Travel

Connect your bank. Reconciliation does itself.

Transactions import on their own — categorized and matched against what you've logged — so nothing slips through. Prefer not to connect? CSV import works everywhere. How it works →

5 Know your numbers
Your clients · this year
Income
$96,200
client work
Spent
$41,540
8 categories
Net profit
+$54,660
in the black

Profit by client

Acme
Tech
Maple
Oak
Pine

Effective hourly rate · by project

Website redesign$118/hr
Monthly retainer$87/hr
Logo sprint$52/hr
Pine site fixes$31/hr
Pine Media pays you $31/hr — your best client pays $118.
See ranking →

Know which clients are worth it.

Client, project, invoice, expense, profit — because everything is linked, ClaryBook shows revenue minus every cost and hour you put in, per client and per project. Your effective hourly rate, not a guess.

Client→Project→Invoice→Expenses & hours→Profit
6 Tax-ready, honestly
send my tax package to my accountant
Sent — income statement, expense summary, mileage & hours logs, and every receipt. One PDF.
PDF2026 Tax Package.pdf
Income statement · expenses · 184 receipts

Clean books your CPA drops straight into your Schedule C.

ClaryBook doesn't file your taxes or generate the Schedule C form. It does something your CPA will thank you for: income statement, categorized expense summary, mileage & hours logs, and every receipt — one package, ready in January.

One plan, every feature

$30/month. That's the whole pricing page.

Invoicing, bank connections, per-client and per-project profitability, mileage, hours, and the tax package — everything, from day one. Free for 30 days, no card.

No client capsNo feature gatesNo upgrade ladders
Think of yourself as a freelancer more than a sole proprietor? Same tool, same price — see ClaryBook for freelancers.

Start with one message.

Staples $48 supplies…Start free trial
30 days free · no credit card · then $30/month
Your financial data

We treat your books like a bank would.

Encrypted, end to end

AES-256 at rest, TLS 1.3 in transit. Always.

Your data stays yours

Never sold, never used to train AI models.

Isolated per business

Strict tenant separation — your books are only yours.

Yours to take

Export everything, or delete your account, anytime.

We're not a bank — but we guard your numbers like one. Hosted on encrypted infrastructure, TLS 1.3.

Sole proprietor bookkeeping, answered

The questions sole proprietors actually search for.

How do I do bookkeeping for a sole proprietorship?
Keep it simple: separate business money from personal, record every business expense and income when it happens, keep the receipt, and log mileage and hours as you go. ClaryBook turns that into a habit — text or snap each expense and it's categorized and filed in seconds. For the full walkthrough, read our guide to sole proprietor bookkeeping.
What records does a sole proprietor need to keep?
Receipts for business expenses, invoices and income records, bank statements, a mileage log with date, destination, and purpose, and records of equipment purchases. ClaryBook stores the receipt image with every expense, keeps an IRS-compliant mileage log, and files invoices with their payments — the records exist because you texted them in. See the 1099 expense tracking guide for the full list.
How much should I set aside for taxes as a 1099 sole proprietor?
A common rule of thumb is 25–30% of your net income (profit, not revenue) to cover self-employment tax plus federal and state income tax. Because ClaryBook keeps income and expenses current, you always know the net-income figure to apply that percentage to. Our guide to setting aside taxes as a 1099 breaks down where the number comes from.
Does ClaryBook fill out my Schedule C for me?
No — ClaryBook doesn't generate the Schedule C form. It keeps clean, categorized books your CPA drops straight into your Schedule C: an income statement, a categorized expense summary, mileage and hours logs, and every receipt in one package. Your CPA (or your tax software) does the filing; you skip the shoebox stage entirely.
Do I need an LLC, or is a sole proprietorship enough?
Plenty of successful one-person businesses run as sole proprietorships for years — it's the default, with the least paperwork. An LLC adds liability separation and, later, tax-election options. Either way the bookkeeping is the same job. Our sole proprietorship vs LLC comparison covers when each makes sense.
Can it help with my quarterly taxes?
ClaryBook keeps your income and expenses current all year, so you always know what you've actually made — no scrambling in April or before an estimated-payment deadline. Ask "how much did I make this quarter?" in chat and get the number instantly. ClaryBook doesn't file or calculate your estimated tax payment for you, but it gives you (and your accountant) the up-to-date profit figure those payments are based on.
Bookkeeping as easy as a text message 30 days free, no card
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