Everything You Need to Manage Your Business

📸 OCR Receipt Scanning

Stop typing receipt information manually. Our intelligent OCR (Optical Character Recognition) technology automatically extracts key information from your receipt images, saving you hours of data entry every month.

Simply snap a photo of your receipt with your phone, upload it to Bookkeeping-OCR, and watch as the software automatically identifies the vendor name, date, and total amount. You can review and edit the extracted data to ensure accuracy before saving it to your database.

• Upload receipt images in JPG, PNG, or PDF format
• Automatic extraction of vendor name, date, and total amount
• Manual review and editing for accuracy
• Direct assignment to expense categories and projects
• Batch processing for multiple receipts
• Original receipt images stored for future reference

📊 Expense Tracking

Keep every business expense organized in one place. Whether you're tracking materials, services, travel, or meals, Bookkeeping-OCR makes it easy to categorize, search, and analyze your spending.

Assign expenses to specific projects or clients to understand the true cost of your work. Track payment methods to reconcile credit card statements. Add notes to expenses for future reference. Generate detailed reports to understand where your money is going.

• Categorize expenses: Materials, Services, Travel, Meals, Office, and more
• Assign expenses to projects or clients
• Track payment methods: Cash, Credit Card, Check, Bank Transfer
• Add custom notes and descriptions to any expense
• Search and filter by date range, vendor, category, or amount
• Sort expenses by date, amount, or vendor name
• Generate monthly, quarterly, and yearly expense summaries
• Export expense data to CSV or Excel for further analysis

💵 Revenue Tracking (FULL tier only)

Track all your income in one place. Record payments received from customers, categorize revenue by type, and generate comprehensive income reports. Perfect for service businesses, freelancers, and consultants who need to track both expenses and revenue.

Link revenue entries to customers in your contact database for a complete view of each client relationship. Track invoice status (pending, paid, overdue) to stay on top of accounts receivable. Generate monthly revenue summaries to understand your business's financial health.

• Record income by customer, category, and date
• Link revenue to contacts in your customer database
• Categorize revenue: Product Sales, Service Revenue, Consulting, Licensing, etc.
• Track invoice status: Pending, Paid, Overdue
• View revenue summaries by month, quarter, or year
• Generate income reports with visual charts
• Export revenue data to CSV or Excel

📇 Contact Management (FULL tier only)

Maintain a complete database of your business relationships. Store customer information, vendor details, and contractor contacts all in one organized system. Never lose track of important business contacts again.

Link contacts to expenses and revenue entries to understand the full financial picture of each relationship. Search and filter contacts by name, email, company, or phone number. Export your contact list for backup or use in other tools.

• Store customer information: Name, email, phone, address, and notes
• Manage vendor and supplier contact details
• Track contractor and freelancer relationships
• Link contacts to expense and revenue transactions
• Search by name, email, company, or phone number
• Filter contacts by active/inactive status
• Export contact list to CSV for backup or integration

📈 Reports & Analysis

Transform your financial data into actionable insights. Generate comprehensive reports that show where your money is coming from and where it's going. Identify spending trends, track budget performance, and make data-driven decisions.

• Monthly and yearly expense summaries
• Revenue reports by time period (FULL tier)
• Category breakdowns with pie charts and bar graphs
• Year-over-year comparisons
• Project-based cost analysis
• Export all reports to CSV or Excel
• Print-friendly report formats

👥 Multi-User Support (BUSINESS tier only)

Collaborate with your team. BUSINESS licenses allow up to 3 users to access the same database simultaneously. Perfect for small teams, partnerships, or multi-office businesses that need shared access to financial data.

• Share database across 3 computers
• 3 simultaneous users supported
• Place database on network drive for team access
• All users see real-time data updates
• Individual logins for tracking (future feature)

🔒 Data Privacy & Security

Your financial data is private and stays that way. Unlike cloud-based accounting software, Bookkeeping-OCR stores all your data locally on your computer. No uploads, no cloud servers, no third-party access to your sensitive business information.

• All data stored locally on your computer
• No cloud required—complete data ownership
• Works completely offline (internet only needed for activation)
• No subscriptions or recurring data access fees
• One-time purchase model
• Regular security updates included with license

💻 Multi-Platform Support

Use Bookkeeping-OCR on macOS and Windows. Native applications optimized for each platform ensure the best performance and user experience. Cross-machine licenses (BUSINESS tier) let you use the same license on multiple computers.

• Native macOS app (macOS 10.13+, Apple Silicon & Intel)
• Native Windows app (Windows 10+)
• BUSINESS licenses work across platforms
• Regular updates for both platforms
• Identical features on macOS and Windows