Shorestack Books

Desktop bookkeeping for Mac. Buy once, yours forever.

Buy for Mac

v0.70.0 · April 2026

Built For

💻

Freelancers & Consultants

Track income, expenses, estimated quarterly taxes, and generate Schedule C automatically.

💼

Small Businesses

Bank imports, auto-categorization, invoicing, and reports — everything to replace your spreadsheet.

🏢

Small Agencies

Team access, invoicing, vendor management, 1099 generation, consolidated reports.

🏠

Rental Owners

Schedule E, multi-property P&L, and property-level reporting.

Pricing

One price. Yours forever. Every license includes every feature — you're only choosing how many people need to use it.

Solo

$79 one-time
  • 1 user
  • All features, no gates
  • Unlimited businesses
  • Unlimited transactions
  • Yours forever

Agency

$299 one-time
  • 5 users
  • All features, no gates
  • Unlimited businesses
  • Unlimited transactions
  • Yours forever

Your license never expires. When we release a major new version, upgrades are optional and discounted for existing customers — the version you bought keeps running indefinitely.

Bring Your Own Key (BYOK) for receipt scanning — add your own OpenAI API key for unlimited scans. Standard OpenAI API charges apply. Need something custom-built for your industry?

Getting Started

4 Onboarding Paths

Connect your bank, import statements, migrate from other software, or start from scratch.

Smart Onboarding

3-step wizard: name your business, pick your type, and pick how much of the interface you want to see.

Essential & Pro Views

Essential shows just what you need. Pro surfaces Chart of Accounts, journal entries, budgets, and advanced reports. Toggle anytime — every feature is included with every license.

Banking & Transactions

Plaid Bank Connection

Connect directly to 12,000+ banks for automatic transaction sync. Chase, Wells Fargo, BofA, Capital One, and more.

Multi-Format Import

Upload CSV, Excel, OFX, or QFX files from any bank. Auto-detect column mapping.

4-Layer Auto-Categorization

Rules, learned patterns, smart matching, and Plaid hints categorize transactions automatically.

Transaction Review

Review imported transactions, assign categories, approve. Bulk operations for speed.

Categorization Rules

Create rules like “Amazon = Supplies.” Fires automatically on every import.

Recurring Templates

Set up monthly rent, subscriptions, or contractor payments. Auto-reminders when due.

Accounting & Bookkeeping

Double-Entry Accounting

Every transaction creates a balanced journal entry. GAAP-compliant from the ground up.

46-Account Chart of Accounts

Pre-built for small businesses. Add custom accounts anytime.

Bank Reconciliation

Match records to statements monthly. Visual UI shows running difference until $0.

Cash & Accrual Basis

Toggle between methods in Settings. Most small businesses use cash basis.

Void Instead of Delete

Nothing is deleted. Voiding creates a reversal entry for a complete audit trail.

Year-End Closing

7-point checklist, closing summary, and automatic closing entries. Lock and start fresh.

Invoicing & Bills

Professional Invoicing

Line items, payment terms (Net 30/15/45/60), PDF export. Track aging and overdue.

Payment Tracking

Record full or partial payments. See who owes and for how long.

Bills & AP

Track vendor bills, due dates, payment status. Record payments by check, ACH, or card.

Reports & Analytics

Profit & Loss

Revenue vs. expenses for any date range. Monthly, quarterly, or annual.

Balance Sheet

Assets, liabilities, and equity at any point in time.

Cash Flow Statement

Where your cash actually went, including draws, transfers, and loans.

General Ledger

Transaction-level detail for every account. Filter by account, date, or business.

Trial Balance

Verify debits equal credits across all accounts.

Budget vs. Actual

Set monthly budgets and compare to actual spending. Overspend alerts.

PDF & Email Export

Export any report as PDF. Email reports directly to your accountant.

Consolidated Reports

Combine P&L and Balance Sheet across multiple businesses.

Tax Preparation

Schedule C

Auto-generated for sole proprietors. Maps your categories to IRS line items.

Schedule E

For rental property income and expenses. Line-by-line IRS mapping.

Estimated Quarterly Taxes

1040-ES calculator with SE tax, 2025 brackets, safe harbor, and due dates.

Tax Handoff Package

Everything your accountant needs in one organized download.

1099-NEC Generation

IRS-formatted PDFs and FIRE e-file. Batch generation for all qualifying vendors.

Smart Features

Receipt Scanning (OCR)

Upload or photograph receipts. AI extracts vendor, date, amount, and category, then creates a draft transaction for you to review. Bring your own OpenAI API key for unlimited scans.

Sandy Expert Assistant

200+ plain-English answers, contextual tips, glossary, guided actions. Built-in, no API cost.

Inventory & COGS

Track products, weighted average cost, reorder points, and low stock alerts.

Vendor Management

Track vendors, W-9s, tax IDs, and 1099 status. W-9 request emails built in.

Security & Platform

Local-First on Your Mac

Your company file is a local SQLite database. Your books live on your Mac, not someone else's server. The app runs fully offline.

Optional Cloud Backup

Secure encrypted sync for peace of mind and multi-Mac access. Entirely optional — the app works forever without it.

Encrypted Backups

AES-256-GCM encrypted backups. Manual and automatic. Export to any folder, iCloud Drive, or Time Machine.

Signed & Notarized

Apple Developer-signed and notarized for macOS. Launches without Gatekeeper warnings.

Multi-Business

Unlimited businesses in one license. Switch with the Company Manager.

Team Access

Multi-user licenses come with role-based permissions: Owner, Admin, Editor, Viewer.

Custom Solutions

Industry-Specific Modules

Bar inventory, e-commerce fee breakdown, job costing, batch production tracking — built for exactly how your business works.

Tailored Workflows

Custom categorization rules, approval flows, report templates, and expense categories that match your industry.

Branded Instance

Your own deployment with your branding, your domain, dedicated onboarding, and priority support from the Shorestack team.

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