For independents billing their own clients

Bookkeeping for freelancers and consultants

Professional invoices, recurring retainers, automatic bank feeds, and a sales tax total that is done before the deadline is.

Why freelancers and consultants end up doing this the hard way

When you are the whole company, admin is time you are not billing. Pynse Books trims that down to sending an invoice, glancing at what is unpaid, and pulling a report when your accountant asks — with the bank feed doing the rest.

The usual friction

What actually gets in the way

Invoices that look improvised

A document with your branding, clear line items, and proper tax treatment gets approved faster than a number in an email.

Chasing the ones that have not paid

Outstanding invoices sit in one list, and payments get matched off it as they clear your account. You stop guessing who owes you what.

Retainers billed by memory

Set recurring invoices for the clients you bill every month and stop rebuilding the same document from scratch.

Sales tax panic

Once you cross the registration threshold, the tax you collect is not yours. Pynse Books keeps a running total so you know exactly what is owed.

How it works

Set it up once and the routine takes minutes rather than evenings.

  1. Set up once

    Add your branding, your payment terms, and your sales tax rate. Every document you send after that inherits them.

  2. Bill without thinking about it

    One-off invoices for project work, recurring invoices for retainers, and estimates for anything that needs approval first.

  3. Connect the account you get paid into

    Payments and business expenses land in the books automatically and get matched against the invoices and bills they relate to.

  4. Pull the numbers when you need them

    Profit and loss for the quarter, sales tax collected, and what is still outstanding — all without building a spreadsheet.

Inside Pynse Books

Everything the books need, in one place

Invoices and estimates

Send branded estimates, convert the approved ones into invoices in a click, and set recurring invoices for work you bill every month.

Connected bank feeds

Link your business chequing and credit card accounts so transactions arrive on their own instead of being typed in from a statement.

Bills and vendors

Record supplier bills, track what you owe, and keep vendor history in the same place as the money going out.

Sales tax handled

Set your tax rates once and let Pynse Books total what you collected and what you paid, so filing season is a report instead of a weekend.

Reconciliation that ends

Match bank lines to invoices and bills, clear the exceptions, and know the books tie out to the account balance.

Reports you will actually read

Profit and loss, balance sheet, and transaction detail refresh as the data lands, so you can check the month without waiting on anyone.

Frequently asked questions

Is this overkill for a one-person business?

Pynse Books is built for small operators. You can use just invoicing and the bank feed, and leave the rest of the ledger alone until you need it.

Can I bill the same client every month automatically?

Yes. Recurring invoices send on the schedule you set, which is how most retainer and subscription work gets billed.

Does it separate business and personal spending?

Connect your business account and card so only business activity flows into the books. For personal money, Pynse Balance is the companion app.

What about sales tax if I work with clients in other provinces?

You can define multiple tax rates and apply the right one per invoice, which is what cross-province work usually requires. Confirm the specific rules with the CRA or your accountant.

Stop dreading the bookkeeping

Set up your business, connect the bank, and send the first invoice today.