ConsulBooks review
A focused bookkeeping tool for small practices that work with an accountant.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
ConsulBooks organizes bank and card activity into bookkeeping records for owner-operated U.S. service businesses, including medical practices. It suits small practices that want transaction categorization, ledger reporting, and an accountant-ready export without a broader clinical or billing system. Its scope is business bookkeeping: the vendor says it is not an EHR or a tool for medical billing, claims processing, patient records, or protected health information.
The published monthly plans start with Starter at $12, which includes categorization, a review queue, learned rules, a yearly accountant report package, and read-only accountant invitations. Business costs $24 per month and adds receipt and document matching. Growth costs $49 per month and adds priority support. All plans are paid; yearly billing is advertised at 10% off, though the monthly prices are the only displayed amounts. This structure keeps the entry plan focused on routine categorization and accountant handoff, while the higher tiers add document matching and support priority.
For transaction intake, ConsulBooks connects selected U.S. bank and credit-card accounts through Plaid or accepts CSV, OFX, and QFX statements with duplicate protection. Private vendor rules and optional AI suggestions help categorize transactions, while uncertain items go to an exception queue. It can post balanced journal entries and provide posted-ledger reports; the accountant package includes reports, transactions, exceptions, audit history, and integrity checks. Authenticator-app MFA is required before workspace access, and accountant access is read-only. Choose ConsulBooks for basic practice bookkeeping with accountant involvement; practices needing claims reconciliation, payroll, or patient-facing systems should look elsewhere.
ConsulBooks pros and cons
- Where it wins
- Connects selected U.S. accounts through Plaid or imports CSV, OFX, and QFX
- Provides exception review, vendor rules, and balanced journal entries
- Exports reports and audit history; accountants can get read-only access
- Where it doesn't
- Does not support claims reconciliation or payroll
- Not designed for patient records or protected health information
- Available on the web, with email support
ConsulBooks fact sheet, pricing and score →
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