We deploy a three-layer AI system on top of QuickBooks Online that categorizes transactions, resolves exceptions, and delivers clean financials by the 10th of every month. You never touch the technology.
It's not because the business owner doesn't care. It's because bookkeeping is time-consuming, detail-oriented work that never feels urgent — until it does. Tax season hits. A lender asks for financials. A partner needs a P&L.
By then, you're scrambling. Months of transactions need to be categorized. Your accountant charges extra for the cleanup. And you still don't really know how your business performed last month.
Books 60–90 days behind. No visibility into cash flow. Scramble at tax time. Pay accountant premium for cleanup. Make decisions without current financials.
Financials delivered by the 10th. Real-time cash flow visibility. Clean books year-round. No surprises at tax time. Make decisions based on current data.
Our AI engine connects to your QuickBooks Online account and automatically categorizes the majority of your transactions — typically 85–95% with high confidence. It learns your business over time and gets more accurate every month.
The 5–15% of transactions the AI isn't confident about get reviewed by our advanced AI reasoning layer. Ambiguous vendor names, split transactions, and unusual items are analyzed in context and resolved accurately.
Our bookkeeping team, led by Shell (our Head of Bookkeeping), reviews the month's work before delivery. We reconcile accounts, flag anything unusual, and deliver a clean, reviewed set of financials you can trust.
Running multiple LLCs or entities? We manage up to 20+ QuickBooks files with inter-entity transaction tracking and consolidated reporting.
Bill entry, invoice generation, payment tracking, and aging reports. We handle the full AP/AR cycle.
We work alongside your payroll provider to ensure payroll entries are correctly posted to QuickBooks every period.
We coordinate directly with your CPA at year-end, delivering everything they need in the format they want.
No hourly rates. No surprise cleanup fees. One flat monthly fee based on transaction volume.
All plans include bank reconciliation, monthly financial statements, and QBO file management. Full pricing details →
Yes — we work within QuickBooks Online. If you're currently on QuickBooks Desktop, we can discuss migration options during your discovery call. If you don't have QBO yet, we'll help you get set up as part of onboarding.
We connect to your bank feeds through QuickBooks Online's secure bank feed integration — the same way QBO already connects to your bank. You connect the bank feeds in QBO and we work from there. We never have direct access to your banking credentials.
No problem. We offer a catch-up service to bring your books current before beginning monthly service. The cost depends on how far behind and how many transactions need to be processed — we'll quote it specifically during your discovery call.
We'll set you up with a secure document portal where you can upload receipts, statements, and any supporting documents. For most clients, receipt submission becomes a once-a-month task that takes 10–15 minutes.
Absolutely — that's one of the benefits. We deliver clean, reconciled books to your CPA at year-end in whatever format they prefer. Many of our clients find their CPA fees drop because the cleanup work is already done.
Month-to-month. No long-term contracts. We earn your business every month by delivering great work. That said, most clients stay long-term because once you stop worrying about your books, you don't want to go back.
Book a free 30-minute discovery call and we'll show you exactly how the bookkeeping agent would work for your business.
Book a Free Discovery Call →