Spend less time categorizing. Take on more clients.
Add us to your QuickBooks Online Accountant platform and save hours a month per client. Our automated processes code your clients' transactions daily or weekly and send you detailed reports. You can give clients a higher level of support and take on more work.
We plug into the platform you already use
You don't need new software or a migration. We work directly in your clients' QuickBooks Online files through QuickBooks Online Accountant.
Add us
Invite us as a team member in your QuickBooks Online Accountant firm and choose which client files we work on.
We categorize
Your clients' transactions are reviewed and categorized daily or weekly using each client's history and your rules.
We flag
Anything unusual, unclear, or missing is flagged so the routine work doesn't hide the items that need judgment.
You advise
You get detailed reports and spend your time on review, client conversations, and higher-value work.
More time for the work only you can do
Your clients hired you for your judgment, so that's where your hours should go.
Without automation
- Hours each month working through bank feeds client by client
- Month-end crunch as transactions pile up
- Problems discovered weeks after they happen
- Growth limited by how many hours you can work
With Augmented Bookkeeping
- Transactions kept current daily or weekly
- A steady workflow instead of a month-end scramble
- Exceptions surfaced while they're still easy to fix
- Capacity to take on more clients without adding staff
Reports that help you support clients better
Each report shows you where every client stands, so your review time goes to the items that matter.
Activity summaries
See what was categorized for each client, how much activity there was, and how it compares with prior periods.
Exceptions & open items
Get a focused list of unusual transactions, uncategorized items, and accounts that need your attention.
Client-ready questions
Send each client a clear list of questions about their open items, instead of starting from a blank email.
Client data, handled with professional care
CPAs have a professional obligation to keep client information confidential. We apply that standard to every tool in our process, including AI.
- Permission-based access. We work only in the client files you add us to, using QuickBooks Online Accountant access you control and can remove anytime.
- Business-grade AI tools only. We use AI tools on business plans whose terms do not allow client data to be used to train public models.
- You stay in control. You decide which clients we support and how often we update them.
Questions from bookkeepers
How is pricing structured?
Pricing is a monthly fee per client, based on transaction volume and how often you want updates. After a short intro call, we'll put together a quote for your practice.
Do I need to change software?
No. We work inside QuickBooks Online through your QuickBooks Online Accountant firm, so your clients and your workflow stay where they are.
Can I choose daily or weekly updates?
Yes. You choose the frequency for each client. Higher-volume clients often benefit from daily updates, and smaller clients usually do well with weekly updates.
Do I still review the work?
Yes. We handle the routine categorization and flag what needs judgment, and you stay the professional responsible for your clients. Our reports are designed to make your review fast.
Can you help with my clients' taxes?
Yes, through a trusted partner. We work closely with a tax firm known for outstanding service, with licensed CPAs across the country. When your clients need tax help, we can coordinate a unified solution.
Get hours back every month.
Schedule a free intro. We'll learn about your practice and your clients, and show you where automation can save the most time.