Finally, Bookkeeping That Runs Itself
AI-powered bookkeeping that handles client work automatically. Manage more clients with professional-grade tools built for accounting professionals.
Trusted by accounting professionals who value efficiency
Pricing that scales with your practice
Simple per-company pricing with volume add-ons
Gold
Most popular for growing practices
- Up to 3 companies
- 5,000 transactions/month
- White-label reports
- Priority support
Platinum
For established accounting practices
- Up to 10 companies
- 25,000 transactions/month
- Dedicated account manager
- Custom integrations
Built for professional accountants
Focus on growing your practice and serving clients, not manual data entry. Professional tools that scale with your business.
Multi-Client Dashboard
Switch between unlimited client accounts instantly. See all your clients' financial health at a glance.
- Instant client switching
- Consolidated overview
- Client status tracking
Professional Reports
Generate white-labeled financial statements with your firm branding. P&L, balance sheets, and cash flow reports.
- Your firm branding
- One-click generation
- PDF & Excel export
Automated Categorization
AI learns each client's unique patterns. Set custom rules per client for perfect categorization.
- Client-specific rules
- Learning AI system
- Bulk categorization
Client Portal Access
Give clients secure access to their books. They can upload receipts and view reports anytime.
- Secure client access
- Receipt uploads
- Real-time collaboration
Workflow Automation
Set up approval workflows and automated reconciliation for each client. Reduce manual review time.
- Custom workflows
- Auto-reconciliation
- Exception reporting
Time Tracking
Track time spent per client automatically. Generate detailed time reports for billing and analysis.
- Automatic time tracking
- Billing integration
- Detailed reporting
From client chaos to organized practice in 4 steps
Add Your Clients
Set up separate environments for each client with custom categorization rules
Connect Client Banks
Secure connections to all client financial institutions with proper permissions
AI Categorizes & Reconciles
Watch as transactions get sorted and reconciled automatically per client
Generate Professional Reports
Create branded financial statements and share with clients instantly
Professional features for serious accountants
Multi-client management made simple
Switch between client books instantly without losing context. See portfolio-wide insights and manage exceptions across all clients from one dashboard.
- Instant client switching
- Portfolio overview
- Exception tracking
- Bulk operations
White-label everything for your brand
Every report, email, and client interaction carries your firm's branding. Build stronger client relationships with professional presentations.
- Your firm logo & colors
- Custom report templates
- Branded client portal
- Professional presentations
Advanced reconciliation tools
Handle complex reconciliation scenarios with three-way matching, bank feeds, and automated variance detection.
- Three-way matching
- Variance detection
- Bank feed automation
- Exception workflows
Trusted by accounting professionals
“The AI handles the tedious categorization work, which lets me focus more time on client relationships and advisory services.”
Common questions from accountants
How does migration from my current system work?
What security measures protect my client data?
Which accounting software does this integrate with?
Can I white-label reports for my clients?
What happens if the AI makes a mistake?
How does client portal access work?
Can I track time spent per client?
Is this suitable for complex accounting scenarios?
Ready to scale your accounting practice?
See how AI bookkeeping can help you serve more clients. Start your free trial today.