Bookkeeping Self-Serve

Bitment also ships a standalone bookkeeping product at books.bitment.co, built for a small business or individual who wants a real set of books without going through a CPA firm first. It's the same double-entry bookkeeping engine that powers the Bookkeeping app inside Bitment, offered on its own, fullscreen, with sign-up in place of an invitation.

This page describes what a self-serve user gets. If you're a firm operator looking for the Bookkeeping app itself, see the Bookkeeping guide instead.

Where to find it

Go to books.bitment.co and sign up. There's no dock, no other apps, and no firm to join first: signing up puts you straight into your own book.

Key concepts

Self-serve book: a book of accounts you create and own yourself, distinct from a book a CPA firm sets up for you as a client.
Fullscreen chrome: books.bitment.co renders only the bookkeeping app itself, with no navigation sidebar, dock, or AI chat panel around it.
Tier: the transaction volume your book is allowed before you need to upgrade to a paid plan.

Go to books.bitment.co and choose to sign up.
Continue with Google, Microsoft, or an email link, whichever you prefer.
Your account is created automatically and your first book is ready to set up.

There's no invitation to wait for and no firm to be added to first. This is a deliberate, separate front door from the rest of Bitment, which normally requires a firm to add you as a client, contact, or team member.

What you get

Once you're signed up, you get the full bookkeeping app, fullscreen, with a minimal top bar (your account menu and a book switcher if you have more than one book). Inside it:

Chart of accounts: set up your own, starting from a standard chart.
Bank and payment feeds: connect bank and card accounts via Plaid, payment processors, and digital asset wallets and exchanges.
CSV import and AI-assisted import: bring in existing data from a spreadsheet, export, or bank file.
Categorization and journal entries: categorize incoming transactions, write journal entries directly, and set up rules to categorize automatically.
Transfers and matching: book a movement between two of your own accounts as a single transfer instead of double-counting it.
Reconciliation: reconcile against a statement, including AI-assisted reconciliation from an attached statement.
Reports: a full set of financial reports: balance sheet, income statement, and others, plus a cost-basis engine for crypto holdings.
Statements: a library of bank statements per connected feed.
Book settings: general details, accounting basis, classes, and member management if you want to invite someone else onto your own book.

AI features stay hidden here, just as in the firm client portal. There's no model picker, no auto-reconcile button beyond what's described above, and no separate credential to manage: any AI-assisted feature available to you runs on Bitment's own account, not something you configure.

Tiers and limits

A self-serve book starts on a free tier with a transaction limit. Books created directly by a CPA firm for their own clients are not subject to this limit; a self-serve book is. If you outgrow the free tier, you can upgrade the book to a paid tier with a higher limit from the book's billing settings.

How it relates to a firm's client portal

Self-serve bookkeeping and the client portal's Bookkeeping tab (described in Client Portal) are the same underlying product wearing different chrome. Both are the identical ledger engine, both hide AI affordances from the person doing their own books, and both are reached with the same kind of sign-in.

The difference is who's on the other end:

Sign up directly at books.bitment.co and you're managing your own book on your own account, with no firm involved.
A CPA firm can instead set up and link a book for you as their client, in which case you reach the same kind of ledger through that firm's client portal, alongside any files, signatures, or forms they've sent you.

If you later decide to work with a CPA firm, ask them about linking your book into their client portal rather than starting over.

Tips

If you're at books.bitment.co and try to open the client-portal-style views, you'll be kept in the fullscreen bookkeeping app; it's the dedicated home for this product.
Keep an eye on your transaction count against your tier if you're on the free plan; the app tells you when you're approaching the limit.