Connect your accounts
We connect to QuickBooks Online or Xero and your bank and card feeds, with read access where we can.
Bookkeeping
Clean books every month, without a bookkeeper on payroll.
AI does the sorting and matching in QuickBooks or Xero. A bookkeeper reviews everything before the month closes, and you get a plain-English profit and loss you can actually read.
$349 a month, plus a one-time $499 setup.
What it handles
Transactions categorized
Bank and card transactions sorted into the right accounts as they come in.
Accounts reconciled
Bank, card and payment accounts matched to your books every month.
Receipts chased
Missing receipts requested by email or text, and filed when they arrive.
Monthly profit and loss
A short summary of how the month went and what changed.
Bills and invoices tracked
Who owes you, what you owe, and what is due this week.
Reviewed by a person
A bookkeeper checks the month before it closes.
How we set it up
Clean up and set rules
We tidy up the current month and set the rules that sort your transactions.
Close every month
We close each month, a bookkeeper reviews it, and you get your summary.
Questions
Do I need QuickBooks or Xero?
Yes, we work inside QuickBooks Online or Xero. If you use neither, we will help you set one up.
Do you do taxes?
No. We keep your books ready for tax time and work with your CPA, or refer you to our partner CPA. We don’t prepare or file tax returns.
How many transactions are included?
Up to 300 a month across 2 accounts. Busier businesses add $99 for each extra 150.
Who sees my financial data?
Only the people working on your account. You can remove our access at any time from your accounting software.
Bookkeeping, not accounting or tax advice. Tax returns and tax planning are for a licensed CPA.
Get your evenings back from the books.
Free 30-minute assessment. No pressure, no jargon.