Small
Get a quote
Under $250K/yr. Single entity. Right for a solo operator or one-location practice that just needs the books current.
Bookkeeper
Your books, sorted before you wake up.
AI categorizes every transaction, matches every receipt, and ships your accountant a tidy quarterly package.
This isn't a replacement for your accountant. It's a replacement for the shoebox of receipts and the Sunday afternoons you spend trying to remember what that $327 charge at the restaurant supply store was for.
What this actually does
We connect to your bank, your card processor (Stripe, Square, or whatever you run), and your QuickBooks. From there the AI watches every transaction as it lands. It categorizes by vendor, by line item, by your past behavior, and by the rules we set up together during onboarding. Receipts you forward in by email or photo get matched to the corresponding charge automatically. Duplicates get flagged. Anything that looks off, like a vendor charging twice in one week, lands in your Dashboard with a note.
On the first of every month you get a P&L that's actually readable. Revenue by service line, expenses by category, cash position, and a comparison against the prior month. No spreadsheet wrestling.
Every quarter we package the whole thing for your accountant in whatever format they want. They get clean books, you get a smaller bill from them, and tax season stops being a five-alarm fire.
What it does
- Connects to your money. Bank, Stripe, Square, QuickBooks, and most major processors.
- Categorizes every transaction. Daily, automatically, using rules we tune to your business.
- Matches receipts. Forward an email or snap a photo. The AI finds the right line.
- Flags duplicates and oddballs. Double charges, vendor mistakes, suspicious activity.
- Ships a monthly P&L. Plain English, useful numbers, on the 1st.
- Hands your accountant a quarterly package. In their preferred format, on time.
- Works inside QuickBooks (or replaces it). Your call during setup.
Three sizes
Priced to your annual revenue. We'll move you up if and when you outgrow it.
Medium
Get a quote
$250K-$1M/yr. Single entity, more line items. Right for the typical 2-15 employee SMB.
Big
Get a quote
Over $1M/yr or multiple companies. Right for multi-location operators or anyone running 2+ entities.
Who it fits
- Owners who haven't reconciled in six months and know it
- Practices and shops paying their accountant to do bookkeeping at accountant rates
- Multi-entity operators juggling more than one set of books
- Anyone tired of tax season being a fire drill
What's included
- Connections to bank, processors, and accounting software
- Daily transaction categorization with custom rules
- Receipt matching by email or photo
- Monthly P&L delivered to your inbox
- Quarterly accountant-ready package
- Anomaly and duplicate flagging in the Dashboard
What's not included
- Tax filing or tax strategy. Your accountant still does that.
- Payroll services. We integrate with your provider, not replace it.
- Audit defense or legal representation
FAQ
Common questions
- Does this replace my accountant?
- No. This handles the day-to-day bookkeeping: categorizing transactions, matching receipts, reconciling, and producing reports. Your accountant still does tax filing, tax strategy, and audit work. We hand them a clean quarterly package so their bill to you usually goes down.
- What software does it work with?
- We connect to your bank, your card processor (Stripe, Square, or most major processors), and QuickBooks. You can keep working inside QuickBooks or let the books live with us. That choice is yours during setup. If your tool has an API, we connect to it.
- Is my financial data secure?
- Yes. We have a cybersecurity practice in-house through Synthera Technology, and every service gets a security review before it touches your data. Your data stays yours. If you cancel, we hand it back.
Stop dreading the books.
The same software the big chains have, on a small-business budget. Hand the day-to-day to the AI, keep your accountant for the strategy, and reclaim the weekends you've been giving up to spreadsheets.