Keeps your books current
Categorizes every transaction nightly, flags anything odd, and preps the package your CPA actually wants — without you opening QuickBooks.
Pulls transactions from QuickBooks, Stripe, and your bank feed nightly and categorizes them against your chart of accounts
Auto-applies the high-confidence calls silently, sends only the unsure ones to your review, then learns your answers
Flags anomalies — duplicate charges, unusual amounts, unknown vendors, a category that suddenly changed
Runs the month-end P&L with a one-paragraph summary, and tracks expenses against tax categories so tax time is a handoff, not a scramble
Builds the quarterly and annual CPA package so your accountant gets clean books, not a shoebox
Sets your books up at signup — automatically on Core and Plus, with 48-hour assisted QuickBooks onboarding on Pro
Manages the QuickBooks connection itself so you are not the one re-authorizing it
Bookkeeping is the financial source of truth other specialists build on — clean categorized data flows outward.
Your books stop being a quarter-end scramble. Every morning they're current, categorized, and clean — and the one thing you'd never want to hand off, moving money, it simply never does.
Last night's transactions pulled, categorized, and filed before you're up — so month-end is a quick review, not a weekend project.
Duplicate charges, unknown merchants, amounts out of pattern — flagged for your eye instead of slipping through to your CPA.
Quarterly tax-prep batches your accountant can pick up and use without cleanup — no shoebox, no last-minute panic.
Bookkeeping never moves money. No bill-pay, no transfers, no refunds — it reads, categorizes, and reports only.
Get started. Your whole team starts working in ten minutes.