Back to blog
Feb 14, 2025·10 min read

Bookkeeping for Freelancers: A Monthly Workflow

You don't need a bookkeeper if you spend two focused hours a month. Here's the workflow.

Hour one: download all bank and credit card statements, convert them with BankConvertAi, dump them into a single sheet.

Hour two: review AI categorization, tag anything ambiguous, snap photos of paper receipts, and update your savings number.

That's it. You're current, you know your runway, and the end of the month is a non-event.