FileFree
Small Business Accounting — Simplified
Product Overview & Feature Checklist · July 2026
What is FileFree?
FileFree is an all-in-one accounting and bookkeeping platform built specifically for small business owners who want professional-grade financial tools without the complexity or high cost of traditional software. It combines AI-powered insights, automated bank sync, invoice creation, 1099 vendor tracking, bill management, mileage deductions, built-in education, and tax tracking — all in a clean, mobile-friendly interface starting at $11.99/month.
Key Benefits for Business Owners
Pricing Plans
- Basic accounting guides
- Manual transaction entry
- Chart of accounts
- Financial calculators
- Bank sync (1 account)
- Problem solver
- Tax reminders
- Email support (48hr)
- 5 bank accounts
- CPA consultation (30 min/mo)
- Priority support
- Up to 3 businesses
- Unlimited bank accounts
- Weekly CPA consultation
- Dedicated account manager
- Team access (up to 5)
Annual billing available at ~15% discount. 30-day money-back guarantee. Cancel anytime.
Complete Feature Checklist
For QA testers: use the "How to Test" column to verify each feature works as expected.
| ✓ | Feature | What It Does | How to Test |
|---|---|---|---|
| Transaction Tracking | Record and categorize income & expenses manually or via bank sync | Add income & expense transactions, filter by category/date | |
| AI Financial Insights | Plain-English AI analysis of your business finances | Navigate to AI Insights, verify insights generate correctly | |
| Professional Invoices | Create, send, and track invoices with PDF and Word export | Create invoice, preview, mark as paid, export PDF/Word | |
| Financial Dashboard | Charts and KPIs showing income, expenses, and profit trends | Check charts load with data, verify date filters work | |
| Budget Tracking | Set monthly budgets per category with alert thresholds | Create a budget, add transactions to trigger alert | |
| Bank Reconciliation | Match your records to bank statements with uploaded statements | Create reconciliation, check matched/unmatched counts | |
| Financial Goals | Set and track savings and revenue goals with milestones | Create a goal, update progress, verify status changes | |
| Tax Reminders | US federal and state tax deadlines with automated alerts | Verify reminders load, check deadline dates are accurate | |
| Tax Calendar | Visual calendar of all upcoming tax obligations | Check calendar renders, events show on correct dates | |
| Financial Calculators | Break-even, ROI, profit margin, loan, cash runway, tax estimators | Run each calculator with sample inputs, verify outputs | |
| Problem Solver | Step-by-step solutions to common accounting problems | Search for a problem, verify solutions and steps display | |
| Accounting Basics | Built-in learning center with lessons and videos | Complete a lesson, check progress is saved | |
| Bookkeeping Tasks | Guided checklists by frequency (daily/weekly/monthly) | Filter tasks by frequency, check steps display | |
| Reports (P&L, Cash Flow, Balance Sheet) | Printable financial reports with PDF export and AI insights | Generate each report type, test date range filter & PDF | |
| Data Export | Export all data to CSV/Excel for external use | Export transactions, verify file downloads correctly | |
| Product Catalog | Save products/services with default rates for invoicing | Create a product, use it on an invoice line item | |
| Business Profile | Company info and logo used across invoices and reports | Update profile with logo, verify it appears on invoices | |
| Membership / Billing | Upgrade plans via Stripe checkout | Click upgrade, verify Stripe checkout loads (live mode) | |
| Settings | App preferences and account configuration | Update settings, verify changes persist on reload | |
| Mobile / PWA Support | Installable as a mobile app on iOS & Android with bottom tab bar | Open on mobile, test Install button, verify responsive layout | |
| 1099 Vendor Tracking | Track vendors needing 1099-NEC forms with W-9 on file and payment type | Add a vendor, mark W-9 on file, set classification | |
| A/R & A/P Aging Summary | Accounts receivable and payable aging reports by bucket | Check aging buckets (Current, 1-30, 31-60, 60+) display correctly | |
| Bill Payments (A/P) | Track vendor bills, record full or partial payments, auto-generate transactions | Create a bill, record partial payment, verify status updates | |
| Recurring Transactions | Automate recurring income/expense schedules (weekly to annually) | Create a recurring schedule, verify next run date advances | |
| Mileage Tracker | Log business miles with IRS rates and auto-calculated deductions | Add a mileage entry, verify deduction amount calculates | |
| Team Management | Invite team members with role-based module permissions | Invite a member, assign permissions, verify access controls | |
| Audit Log | Full audit trail of all actions across modules for security | Check audit log entries appear after create/update/delete | |
| Receipt Gallery | Browse and manage all uploaded receipt images | Upload a receipt, verify it appears in the gallery | |
| Business Document Storage | Store EIN letters, licenses, articles of incorporation securely | Upload a document, verify it's accessible later | |
| Bank Account Management | Connect and manage multiple bank accounts via Plaid | Connect a bank, verify accounts list and sync status | |
| Customers | Manage customer records with billing history and tags | Create a customer, verify total billed updates with invoices | |
| Saved Calculations | Save and retrieve calculator results for future reference | Run a calculator, save it, retrieve it from saved list |
Tester Notes
- Sign up: Create a free account to access all dashboard features. No credit card required to explore.
- Bank Sync (Plaid): Use Plaid's sandbox credentials — search "Plaid Sandbox" for test login details. Do NOT connect a real bank account during testing.
- Stripe Payments: The app is in Live Mode. Do not complete real purchases during QA. Use the Membership page to verify the checkout UI only.
- AI Insights: Add at least 3–5 sample transactions before running AI analysis for meaningful results.
- PDF Export: Test in Chrome for best results. Use browser Print → Save as PDF.
- Mobile: Open the published app URL on a phone. Look for the "Install App" prompt or use browser menu → Add to Home Screen.
Complete Accounting Workflow — How FileFree Guides Your Business
FileFree isn't just a collection of tools — it's a guided accounting journey that takes you from day one through tax season. Follow these 11 steps to see how the entire platform works together as a complete bookkeeping system.
Set Up Your Business Profile
Enter your company name, address, logo, and invoice branding. This information automatically appears on every invoice, report, and document you generate.
Your business identity is ready across the platform.
Connect Your Bank Accounts
Securely connect your checking, savings, and credit card accounts via Plaid. Transactions auto-import so you never miss an entry.
Transactions flow in automatically — no manual data entry.
Record & Categorize Transactions
Every dollar in and out is logged with category, payment method, vendor, and receipt. Use AI receipt scanning to auto-extract data from photos.
A complete, accurate record of every financial transaction.
Create Invoices & Track Receivables
Send professional branded invoices to your customers. Track payment status, send reminders for overdue invoices, and monitor your A/R aging summary.
Faster payments and a clear picture of who owes you money.
Manage Bills & Track Payables
Enter vendor bills, record payments (full or partial), and track your A/P aging. Bill payments automatically generate matching expense transactions.
Never miss a bill payment or lose track of what you owe.
Track Mileage & Deductions
Log business miles with the current IRS mileage rates. The app automatically calculates your deduction amount for each trip.
Maximized tax deductions with IRS-compliant documentation.
Reconcile Bank Accounts
Match your recorded transactions to your bank statements each month. Identify discrepancies, missing entries, or duplicates before they become problems.
Your books match your bank — guaranteed accurate.
Generate Financial Reports
Create professional P&L statements, cash flow reports, and balance sheets. Export as PDF for your accountant, bank, or investors. Get AI-powered insights in plain English.
Professional reports and actionable insights at the click of a button.
Plan, Budget & Set Goals
Set monthly budgets per category, track financial goals with milestones, and automate recurring transactions so nothing falls through the cracks.
A clear financial roadmap with automated guardrails.
Prepare for Tax Season
Track 1099 vendors, monitor tax deadlines, and estimate quarterly payments. Export all your data for your CPA and stay compliant year-round.
Tax season is stress-free because you're prepared all year.
Manage Your Team & Security
Invite team members with role-based permissions. Every action is logged in the audit trail. Your financial data stays secure and compliant.
Collaboration without compromising on security.
FileFree — Small Business Accounting
Questions? Contact us at knhfinancialsllc.com/contact-us
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