Help Center

Everything you need to get the most out of hivebooks.

Getting Started

Create Your Account

Sign up for free and set up your first business entity in under 2 minutes. No credit card required.

Add Your First Entity

Choose your business type (real estate, SaaS, e-commerce, consulting, or side hustle) and we'll customize your dashboard.

Import Your Data

Upload CSV files from Stripe, Square, PayPal, or your bank. We'll map columns and categorize transactions automatically.

Managing Entities

Switching Between Businesses

Use the entity selector in the sidebar to switch between your businesses instantly. Each entity has its own dashboard, transactions, and reports.

Entity Types Explained

Each entity type gets a specialized dashboard. Real estate shows cap rates and NOI. SaaS shows MRR and burn rate. Choose the type that matches your business.

Cross-Entity Overview

See all your businesses at a glance with the cross-entity dashboard. Compare revenue, expenses, and profit across every entity.

Transactions

Adding Transactions

Add income or expenses manually, or import them via CSV. Each transaction is assigned to a category and can include notes.

Categories & Rules

Create custom categories and auto-categorization rules. hivebooks will learn from your patterns and suggest categories automatically.

Bulk Operations

Select multiple transactions to delete, re-categorize, or assign to a property. Save time on repetitive tasks.

Reports

Income Statement

See revenue minus expenses for any date range. Broken down by category with month-over-month comparisons.

Balance Sheet

Track assets, liabilities, and equity. Updated in real-time as you add transactions.

Cash Flow Statement

Operating, investing, and financing activities. Categories are automatically mapped — you can customize the mapping in settings.

Real Estate Features

Property Management

Add your properties with address, units, purchase price, and mortgage details. Track occupancy and market value.

Per-Property P&L

Tag transactions to specific properties and see profit/loss for each one. Includes monthly breakdowns and Schedule E mapping.

Portfolio Metrics

Cap rate, NOI, cash-on-cash return, total equity, and more — calculated automatically from your transaction data.

Frequently Asked Questions

Is hivebooks really free?
Yes! The Free plan includes 1 business entity, unlimited transactions, and all reports. No credit card required. Upgrade to Pro when you need multiple entities.
Can I import data from my bank or Stripe?
Yes — you can import CSV files from Stripe, Square, PayPal, most banks, and other services. We'll auto-map columns and suggest categories. Bank connections (Plaid) are coming soon.
How is this different from QuickBooks or Xero?
Most accounting software treats every business the same. hivebooks gives each entity type a specialized dashboard — real estate investors see cap rates and Schedule E, SaaS founders see MRR and burn rate. Plus, you manage all your businesses from one account instead of paying per entity.
Is my data secure?
Yes. We use encrypted connections (SSL/TLS), bcrypt password hashing, and session-based authentication. Your data is stored securely and never shared with third parties.
Can I export my data?
Absolutely. Export transactions as CSV, reports as PDF, or your full dataset as JSON backup — anytime, from the Backup page. Your data is always yours.
Do you support multiple users?
Multi-user access is coming soon on the Business and Firm plans. For now, each account is single-user with full access to all entities.
What entity types are supported?
We support 5 entity types, each with a specialized dashboard: Real Estate (cap rate, NOI, per-property P&L), SaaS (MRR, burn rate, runway), E-Commerce (inventory, COGS, margins), Consulting/Business (invoicing, client tracking), and Side Hustle (multi-gig income, mileage deductions).
Can I try it before signing up?
Yes! Visit our Live Demo to explore all 5 entity types with realistic sample data. No signup needed.

Can't find what you're looking for?

Contact us at hello@hivebooks.io