AI for accounting & bookkeeping firms
An AI suite for small accounting and bookkeeping firms — and the businesses they serve. It runs the close, the reporting, the chasing, and the admin, so your team does the work clients actually pay for. Nothing goes out without your sign-off.
What it handles
The moment a period's marked done, it runs a 7-point close review — recs, clearing and suspense, AR/AP, sales tax, P&L reasonableness, balance-sheet schedules — and flags anything off. Year-end goes transaction-deep, 1099 / T4A ready.
Monthly P&L, balance-sheet, and cash briefs that say what changed, why it matters, who to collect from, and how much runway is left. No jargon. No blank stares on the review call.
Every figure re-verified, every calculation re-run, every report scored — ASPE or US GAAP applied automatically. Mistakes caught before they leave the building.
Prepared-By-Client lists for close, tax, and audit. Polite, persistent follow-ups until it's all in. Named and filed the second it arrives.
Inbox triaged, replies drafted in your firm's voice, meetings booked, prep time protected, deadlines surfaced early. Engagement letters and intake forms prepped and routed for signature.
Follow-ups so no client goes silent. Referral requests and case studies from real wins. Valuations and advisory analysis when the bigger conversations come up.
You stay in control
Nothing is sent, signed, or filed without your approval. Drafts stay drafts until you say so. And a daily security check watches the whole system for risky access or data exposure — and reports straight to you.
The recs, the reminders, the reporting, the admin — automated. The relationships, the advice, the decisions — yours.
