Books by The Fin AI

Audit-ready books for small nonprofits, kept by AI and confirmed by you.

Bank feeds come in, The Fin AI categorizes and reconciles, a person clicks confirm. Month end ties out to the statement; year end gives you the 990 worksheet and an audit pack. Built by a small nonprofit that got tired of paying $129 a month.

Any Google account works. New here? Sign in, name your organization, and you're in — 30 days free, no card needed.

Bank feeds in, books out

Connect your bank through Plaid, or upload a CSV or the PDF statement. The Fin AI reads it and proposes a category for every line; you confirm, it posts.

Reconciled to the cent

Every month ties out to the bank statement. Differences are explained (timing, splits, duplicates), stale items block closing, and each close is recorded.

Fund accounting that fits

Funds and restrictions, a small chart of accounts you can rename, period locks, and an audit log of who changed what.

Donations, receipts, year-end letters

A public donation page (card, Zelle, check), automatic receipts, and annual statements for every donor.

Form 990 without the scramble

A 990-N worksheet with every field, 990-EZ figures and Schedule B, and a one-click audit pack your CPA can open as-is.

Open source

AGPL-3.0. Run it yourself for free, or let us host it. Your data exports completely at any time.

Priced to cover our costs

We're a nonprofit too. If your organization can't afford it, email us and we'll work something out.

Self-host
Free
AGPL-3.0

Everything, on your own server, with your own API keys.

  • All features, no limits
  • Your own server and API keys
  • Docker Compose setup
  • Community support on GitHub
Basic
$10 / mo
or $99 / year

One organization, one treasurer. Reconciled books and a 990 worksheet.

  • 1 organization · up to 2 users
  • CSV & PDF statement import (AI reads PDFs)
  • AI categorization — 300 transactions / month
  • Reconciliation with AI-explained differences
  • Donation page: card (your Stripe), Zelle, check · receipts
  • Reports · 990-N worksheet · mark as filed
  • Receipts on entries · import from Aplos / QuickBooks
  • Email support, best effort
Standard
most popular
$29 / mo
or $290 / year

A team, bank sync, and everything a CPA or board will ask for.

  • Everything in Basic
  • Unlimited users with roles
  • Automatic bank sync (Plaid)
  • AI categorization — 2,000 transactions / month
  • Audit pack · 990-EZ figures & XML draft
  • Donor year-end statements
  • Peer comparison from public 990 data
  • Email support within 2 business days
Bookkeeper
$59 / mo
for firms & freelancers

Unlimited client organizations in one workspace, Standard features in each.

  • Everything in Standard, for every client
  • Unlimited organizations in one workspace
  • Health table: backlog, reconciliation, 990 status per client
  • 2,000 AI transactions / month per organization
  • Priority support

30-day free trial with Standard features, no card needed. AI usage is metered by transactions processed; vendor rules and reconciliation analysis are free. Extra credits: $10 per 1,000, never expire. How this compares with Aplos, QuickBooks and others →