The Operating System for Modern Accounting Firms
AI-powered automation that handles routine bookkeeping across your entire client portfolio. Increase capacity while maintaining quality standards.
Partner with us for firm growth
Revenue share opportunities, dedicated success team support, and qualified leads for your firm.
Revenue Share
Earn recurring revenue from every client you bring to the platform.
Success Team
Dedicated account manager and implementation specialists for your firm.
Qualified Leads
We send you pre-qualified small business leads in your area.
Calculate Your ROI
See how much your firm can save with our ROI calculator
Calculate Your ROI
See how much time and money you'll save with AI bookkeeping
From $49/month • First 100 transactions free
Enterprise Features for Growing Firms
Advanced security, compliance tools, and enterprise-grade infrastructure.
Enterprise Security
SOC 2 Type II compliance, 256-bit encryption, and regular security audits.
Compliance Tools
Built-in compliance reporting for all major regulatory requirements.
Custom Integrations
API access and custom integrations with your existing tech stack.
Trusted by growing accounting firms
Built for scaling accounting firms
Standardize workflows, collaborate seamlessly, and scale your practice with enterprise-grade automation.
Team Collaboration
Multiple team members can work on client books simultaneously with real-time updates and role-based permissions.
- Real-time collaboration
- Role-based access
- Activity tracking
Standardized Workflows
Ensure consistency across all staff with firm-wide templates, approval processes, and quality controls.
- Firm-wide templates
- Approval workflows
- Quality checkpoints
Capacity Management
Visual dashboards show team workload, client progress, and bottlenecks. Optimize resource allocation across projects.
- Workload visualization
- Resource optimization
- Deadline tracking
Client Portfolio View
Partners get high-level visibility into entire client portfolio with exception reporting and progress tracking.
- Portfolio overview
- Exception reporting
- Performance metrics
Enterprise Security
Bank-grade security with audit trails, two-factor authentication, and compliance reporting for larger firms.
- Audit trails
- Two-factor auth
- Compliance reporting
Revenue Analytics
Track profitability per client, staff utilization rates, and identify opportunities for growth.
- Profitability analysis
- Utilization tracking
- Growth insights
Transform your firm operations in 4 steps
Onboard Your Team
Set up staff roles, permissions, and standardized workflows across the firm
Import Client Portfolio
Bulk import existing clients and connect their financial institutions
Implement Firm Standards
Create templates and approval processes that ensure consistency
Scale with Confidence
Monitor capacity, track performance, and grow without quality compromises
Enterprise features for growing firms
Real-time team collaboration at scale
Multiple staff members can work on the same client simultaneously. See who's working on what, track changes, and maintain accountability across your entire team.
- Simultaneous editing
- Change tracking
- Real-time notifications
- Team activity feeds
Standardize quality across all staff
Firm-wide templates and workflows ensure every client receives the same high-quality service, regardless of which team member handles their work.
- Firm-wide templates
- Quality checkpoints
- Approval processes
- Consistency metrics
Manage capacity like a modern firm
Visual dashboards show exactly where your team's time goes. Identify bottlenecks, balance workloads, and make data-driven staffing decisions.
- Workload visualization
- Bottleneck identification
- Resource allocation
- Performance analytics
Trusted by leading accounting firms
“The automation frees up our team to focus on advisory work instead of manual data entry. It's changed how we think about scaling our practice.”
Common questions from firm partners
How do we maintain quality control with automation?
Can multiple staff work on the same client?
How do we manage team capacity and workloads?
What about data security for our clients?
Can we track profitability per client?
How long does firm-wide implementation take?
Ready to scale your accounting firm?
See how AI automation can help your firm scale. Start your free trial today.