Books · The Fin AI

How Books compares

Last updated September 2026

Books is the ledger for a small nonprofit that wants to be reconciled every month and ready for the 990 and an audit. Aplos is a nonprofit CRM with accounting attached; QuickBooks is business accounting with nonprofits bolted on; fundraising platforms are great at collecting gifts and don't keep books. Here is the honest picture, including what we don't do.

✅ included · ➕ paid add-on · ◐ partial or workaround · ✗ not offered. Competitor details from their public pages as of September 2026 — tell us if something is out of date: help@support.thefin.ai.

Price and ownership

BooksAplosQuickBooks OnlineWaveZeffy / Givebutter
PriceFree self-host · $10 / $29 / $59 mo$79–$129 mo + add-ons~$35–$100 moFreeFree (tips) / fees
Open source, self-hostable
Full export (GL, bank, reconciliations, audit log, receipts)
Free trial without a card30 days15 days30 days

Bookkeeping

BooksAplosQuickBooks OnlineWaveZeffy / Givebutter
True fund accounting (restrictions, fund balances)
Period lock and append-only audit log
Users includedunlimited2 (then $20 each)3–25 by tierunlimitedunlimited
Bookkeeper workspace across organizations

Bank feeds and AI

BooksAplosQuickBooks OnlineWaveZeffy / Givebutter
Bank connectionPlaid (pending production approval)
CSV import
PDF bank statement read by AI
AI categorization with a confidence score
Learns vendor rules from your confirmations
A person confirms before anything posts

Reconciliation

BooksAplosQuickBooks OnlineWaveZeffy / Givebutter
Statement reconciliation
AI explains every difference (timing, splits, duplicates)
Stale items block closing
Statement balance pre-filled from the PDF

Donations

BooksAplosQuickBooks OnlineWaveZeffy / Givebutter
Public donation page
Card processingStripe on your own accountAplos processing
Platform fee on donationsnonetips / fees
Zelle and check instructions on the page
Automatic tax receipts and year-end statements
Recurring givingplanned (next)
Events, text-to-give, email marketing, CRM

Year end and compliance

BooksAplosQuickBooks OnlineWaveZeffy / Givebutter
Form 990-N worksheet with every field
990-EZ figures, Schedule B, functional expenses
Draft 990-EZ XML for your preparer
One-click audit pack (AICPA layout + evidence + receipts)
Peer comparison from public IRS 990 data
Budgetsplanned (next)
Payroll

What we deliberately don't do

About AI-first competitors

Startups such as Alignmint (free all-in-one nonprofit platform with an AI assistant), Truewind and Zeni (AI plus a human bookkeeping team, from $249–$549/month) and startup-focused AI ledgers like Digits and Puzzle all use AI to categorize transactions; the incumbents are adding the same. What we think matters more than the model is whether the AI is auditable: in Books every suggestion carries a confidence score, nothing posts without a person, every action is logged, and you can take all of your data with you — the code is open source.

See what's coming on the roadmap, or try Books free for 30 days.

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