TwoDayBooks
menu_book User Guide

How TwoDayBooks works

Everything you need to go from a pile of statements to CPA-ready books — in two business days. No software to learn, no accounts to set up.

The whole thing in three steps

1
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Send your statements

Upload your bank and card statement PDFs through your private link. No bank login.

2
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We do the books

Our team categorizes every transaction and reconciles each account to the penny.

3
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Get CPA-ready books

P&L, balance sheet, cash flow, and 1099s — delivered in two business days.

help_center What TwoDayBooks does

TwoDayBooks is done-for-you bookkeeping for U.S. small businesses. You send us your bank and card statements; our team categorizes every transaction, reconciles each account to the penny, and hands back CPA-ready books — typically in two business days.

You don't learn new software, connect your bank, or do data entry. You send statements, we do the books.

rocket_launch Getting started

  1. Choose a plan on the pricing section — your first month is just $99.
  2. Check out securely through Stripe. No long contract.
  3. Open your welcome email. You'll get a private upload link — there's no account or password to create.
TwoDayBooks pricing: Monthly with $99 first month, Annual best value, and white-label for firms
Choose a plan to get started — your first month is $99.
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The welcome email comes from info@twodaybooks.com. If you don't see it within a few minutes, check spam and mark it "not spam" so future updates reach you.

cloud_upload Uploading your documents

Click the private link in your welcome email. It opens your personal upload page — no login needed.

The TwoDayBooks upload page showing your account name, plan, and where to add your statements
Your private upload page — no account or password to create.
  1. Drag and drop (or select) your statement files.
  2. Add a short note if there's anything we should know (e.g. "the May Chase statement isn't out yet").
  3. Submit. That's it — we take it from there.
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PDFs are best. Download statements straight from your bank's website rather than taking a photo. If you only have an image, upload it anyway — we'll work with it.

checklist What to send

For the month (or months) you want done, send a statement for every account the business uses:

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Bank statementsChecking and savings accounts.
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Credit card statementsEvery business card.
payments
Loan / line-of-credit statementsIf you have any.
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Cash receiptsFor cash spending not on any account.

The more complete the statements, the more complete your books. If a statement isn't out yet, send what you have and tell us — we'll close it out next month.

inventory_2 What you receive

You get a clean Excel workbook and an executive PDF — every account with readable statements reconciled to the penny:

Example financial summary: Profit and Loss chart, net profit, and recent transactions, reconciled to the penny
A snapshot of your books — reconciled to the penny.
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Profit & LossIncome and expenses by category.
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Balance SheetWhat the business owns and owes.
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Cash FlowWhere money came from and went.
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Categorized transactionsEvery line, sorted and labeled.
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1099 trackingContractor payments flagged for taxes.
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Flags for your accountantAnything that needs your call.

verified How we guarantee accuracy

"Reconciled to the penny" isn't a slogan — it's a check your books have to pass before they ever reach you:

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We rebuild your balanceEvery transaction is re-added and must reconstruct your statement's opening and closing balance, exactly.
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An independent gate re-checks the mathA separate automated check recomputes the totals from scratch. If a single transaction is off, it blocks delivery.
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We never send books that don't balanceIf the numbers don't tie out, you get a heads-up — not a wrong report.
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Banks and cards, handled rightChecking, savings, credit cards and loans each reconcile by their own rules — debt goes up with charges, down with payments.
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On a recent real set of 33 monthly statements across six different banks and cards, every readable account reconciled to the penny — and the few unreadable photos were flagged, not guessed.

help Missing or unreadable documents

Real businesses don't always have every document ready. Here's exactly what happens:

  • A statement isn't out yet — tell us in the note. We deliver what's complete now and close out that month in your next delivery. Zero lost data.
  • You uploaded a photo instead of a PDF — we read it (our system extracts the numbers from images too) and still reconcile it. Clear PDFs are just faster.
  • A document is truly unreadable — we don't guess. We flag exactly which statement we need and tell you, so your books stay correct.
  • Something doesn't add up — a transfer that looks like income, an undocumented cash deposit — we flag it for your decision instead of silently assuming.

schedule Turnaround time

Your books are delivered in two business days, counted from when we have your complete statements. If something is missing (like a statement that hasn't been issued yet), we deliver what's complete and flag the rest so you're never blocked.

handshake Working with your CPA

Your books are built to be CPA-ready. Hand your accountant the Excel workbook and they can use it as-is — no clean-up. We also flag items that need a decision (large deposits to confirm, transfers vs. income, undocumented cash) so your CPA isn't guessing.

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TwoDayBooks organizes your financial data. It is not tax, accounting, or legal advice, and is not a tax return. Always work with a licensed CPA for filing.

lock Your data, secured

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Bank-level encryptionYour files are protected in transit and at rest.
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Statements onlyWe never touch or move your money, or connect to your accounts.
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Never soldYour data is never sold. Ever.
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Yours to controlYour private link stays personal — don't share it.

sell Plans & pricing

  • Monthly — $99 your first month, then $199/month.
  • Annual — $1,999/year (catch-up plus the year).
  • For firms (white-label) — from $49 per client / month for agencies and accounting firms.

See the pricing section to choose a plan.

quiz FAQ

How is it ready in two business days?

A dedicated team processes your statements as soon as they're complete — categorizing and reconciling every account — instead of waiting for a monthly batch.

What if I'm several months behind?

No problem. Send the statements for the months you need and we'll catch you up. Tell us your goal (e.g. ready for taxes) and we'll prioritize accordingly.

Do you give tax advice or file my taxes?

No. We organize and reconcile your financial data into CPA-ready books. Filing and tax advice come from a licensed CPA — and clean books make their job faster and cheaper.

Do you work with my accountant?

Yes. The deliverables are made to drop straight into your CPA's workflow, with flags for anything that needs your input.

Do you offer support in Spanish?

Yes — we offer bilingual support. Write to us in English or Spanish.

Do I need accounting software?

No. There's nothing to install or learn. You send statements through your link; we deliver Excel and PDF files anyone can open.

support_agent Get help

Questions at any point? We're here:

mail
chat
WhatsApp+1 (840) 207-5369

Ready for clean books?

Send your statements and get CPA-ready books in two business days.

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