Send your statements
Export your bank and card statements (CSV) at month end and send them over. No software to set up on your side.
Done-for-you bookkeeping
You send your statements. We categorize, review, and close the month.
Your CPA gets a clean, finished package instead of a shoebox.
We do the bookkeeping. Your CPA stays your CPA.
Every change audit-logged · Closed periods locked · Each client's data isolated
What you get
Every transaction gets a proposed account, a confidence score, and the reasoning behind it. A second model checks the first one's work.
Nothing posts to your ledger on autopilot. Each proposal is approved or corrected by your bookkeeper before it counts.
Trial balance, profit & loss, balance sheet, and a full transaction appendix in one PDF, fingerprinted so you can tell it hasn't changed.
The package is made for your accountant to pick up and use. They spend their time on your taxes, not on cleaning up categories.
Every approval, correction, close, and reopen is recorded with who and when. A closed month stays closed unless it's reopened with a stated reason.
Each client's books are isolated at the database level, and everything is encrypted in transit and at rest.
How it works
Export your bank and card statements (CSV) at month end and send them over. No software to set up on your side.
The AI proposes an account for each transaction; your bookkeeper reviews every one, fixes what's wrong, and asks you about anything unclear.
We lock the period and deliver the close package. Send it straight to your CPA, or keep it for your records.
Pricing
We confirm the right tier on an intro call, based on your transaction volume and number of accounts.
For small businesses with a steady monthly volume.
$499/mo
Higher volume
For busier books with more accounts and more activity.
$1,299/mo
For multiple entities or unusual books.
Custom
Clear lines
Categorizing transactions, keeping the ledger, closing each month, and producing the reports your CPA needs.
That's your CPA's job. We hand them finished books so their time goes to your taxes, not to sorting transactions.
We're not a CPA firm and don't sign off on financial statements. We prepare the books; licensed accountants review them.
Get started
Create your account, tell us about your business, and send over a month of statements. We'll show you what a closed month looks like.
Start your free audit