Everything your books need. Nothing they don't.
Every feature below is in every plan, except payroll, which is the $40 plan. Coming from QuickBooks? You're moved over in minutes.
Bank
The bank and the books always agree
Import your bank's CSV or statement and HookBooks shows exactly what's in the books and what isn't, down to the cent.
- Matches deposits and payments to entries already in the books
- Rules fill in the account for regular transactions, like a giving platform's deposits
- Split one deposit across several accounts or donors
- Card statements split into their expenses
- Reconciliation that locks a month once it balances
Donors
Know your givers. Thank them on time.
Giving by donor and year, with the IRS wording every statement needs already in place.
- Giving history per donor, this year next to last
- Year-end statements with your logo, opening message and signature
- Email or print them all in one batch, and see who got one
- Finds possible duplicate donors to merge
Vendors and 1099s
1099s without the January scramble
Mark who gets a 1099 when you add them. In January, HookBooks totals the year and makes the forms.
- 1099-NEC and 1099-MISC from what you actually paid
- Flags vendors still missing a W-9
- Delivered by secure link: the vendor confirms their tax ID before they see the form
- A file ready for the IRS's own filing system
Payroll From April 2027 · $40 plan
Payroll that's part of the books
Calculate, approve, pay and file, with every number landing in the right account once.
- Federal withholding, Social Security, Medicare and state taxes
- A direct deposit file for your bank
- Tax deposit reminders a week and two days before they're due
- Form 941, 940, state reports, W-2s and W-3
- An employee portal for pay stubs and W-2s
Reports and 990
Reports your board can read
Click any number to see the transactions behind it. Export to Excel or PDF.
- Profit & Loss and Balance Sheet, years side by side
- General ledger, trial balance and transaction detail
- Giving by donor, deposit detail and expenses by vendor
- Figures for Form 990, 990-EZ or 990-N, mapped line by line from your accounts