Bookkeeping
Experts + AI
Human-led service,
with cutting edge technology
Modernized Accounting
Always Up-to-date
CPA Review & Support
AI Financials Portal
Never wait for bookkeeping
We use AI to ensure financials are always up-to-date.
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AI takes a first-pass
- Meaning books are ready at any time, without waiting for month-end close.
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Real bookkeepers
- Review each and every transaction.
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The most accurate
- AI + our experts means more accuracy vs bookkeepers alone.
Keep Quickbooks
We use proprietary tools, but all of your data gets to live in the #1 accounting software.
Talk to your financials
You may never need to log in to Quickbooks again.
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Immediate financials
- Accessed through a streamlined chat interface.
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No navigation required
- Just describe what you want in plain-language.
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ChatGPT Powered
- Allowing you to ask questions through conversation.
Other Benefits
No Missed Filings
We file corporate and sales tax returns, managing deadlines so you don't have to.
Receipts Managed
We connect receipts to every transaction, so you're always ready, in case of an audit.
Invoices Paid Quicker
We track and follow up on customer invoices. Resulting in less write-offs and quicker money in the bank.
Pricing
Starting points, adjustable to your needs.
Basic
Starting at: $ 350 /monthBilled annually
- < $500K revenue
- Basic Bookkeeping
Most common
Standard
Starting at: $ 750 /monthBilled annually
- $500K - $2M in revenue
- Moderate Complexity
- Financial Review Meetings
Gold
Starting at: $ 2,500 /monthBilled annually
- $2M+ in revenue
- Advanced Complexity
- 5 CPA hours
Compare plans
Basic
| Feature | Included |
|---|---|
| Transaction classification | Yes |
| Receipt Management | Yes |
| Yearly Financial Reporting | Yes |
| Bank Reconciliations | Yes |
| Accounting Accruals | Yes |
| Monthly Financial Statement Preparation | Yes |
| Feature | Included |
|---|---|
| Payroll - Salaried | No |
| Payroll - Including Hourly | No |
| Sales Tax - Single-jurisdiction | No |
| Sales Tax - Multi-jurisdiction | No |
| Corporate Tax Return | No |
| Feature | Included |
|---|---|
| Basic (Payment Processing & Payroll) | No |
| Custom | No |
| Feature | Included |
|---|---|
| Yearly financial meeting | No |
| Quarterly financial meeting | No |
| Accounts Payable Management | No |
| Invoice Collection Management | No |
| Cash flow optimization | No |
| 5 monthly CPA hours | No |
Standard
| Feature | Included |
|---|---|
| Transaction classification | Yes |
| Receipt Management | Yes |
| Yearly Financial Reporting | Yes |
| Bank Reconciliations | Yes |
| Accounting Accruals | Yes |
| Monthly Financial Statement Preparation | Yes |
| Feature | Included |
|---|---|
| Payroll - Salaried | Yes |
| Payroll - Including Hourly | No |
| Sales Tax - Single-jurisdiction | Yes |
| Sales Tax - Multi-jurisdiction | No |
| Corporate Tax Return | Yes |
| Feature | Included |
|---|---|
| Basic (Payment Processing & Payroll) | Yes |
| Custom | No |
| Feature | Included |
|---|---|
| Yearly financial meeting | Yes |
| Quarterly financial meeting | No |
| Accounts Payable Management | No |
| Invoice Collection Management | No |
| Cash flow optimization | No |
| 5 monthly CPA hours | No |
| Feature | Included |
|---|---|
| Revenue | Yes |
| Number of Employees | Yes |
| Complexity | Yes |
Gold
| Feature | Included |
|---|---|
| Transaction classification | Yes |
| Receipt Management | Yes |
| Yearly Financial Reporting | Yes |
| Bank Reconciliations | Yes |
| Accounting Accruals | Yes |
| Monthly Financial Statement Preparation | Yes |
| Feature | Included |
|---|---|
| Payroll - Salaried | Yes |
| Payroll - Including Hourly | Yes |
| Sales Tax - Single-jurisdiction | Yes |
| Sales Tax - Multi-jurisdiction | Yes |
| Corporate Tax Return | Yes |
| Feature | Included |
|---|---|
| Basic (Payment Processing & Payroll) | Yes |
| Custom | Yes |
| Feature | Included |
|---|---|
| Yearly financial meeting | No |
| Quarterly financial meeting | Yes |
| Accounts Payable Management | Yes |
| Invoice Collection Management | Yes |
| Cash flow optimization | Yes |
| 5 monthly CPA hours | Yes |
| Feature | Included |
|---|---|
| Revenue | Yes |
| Number of Employees | Yes |
| Complexity | Yes |
| Basic | Standard | Gold | |
|---|---|---|---|
| Core Bookkeeping | |||
| Transaction classification | Included in Basic | Included in Standard | Included in Gold |
| Receipt Management | Included in Basic | Included in Standard | Included in Gold |
| Yearly Financial Reporting | Included in Basic | Included in Standard | Included in Gold |
| Bank Reconciliations | Included in Basic | Included in Standard | Included in Gold |
| Accounting Accruals | Included in Basic | Included in Standard | Included in Gold |
| Monthly Financial Statement Preparation | Included in Basic | Included in Standard | Included in Gold |
| Government Obligations | |||
| Payroll - Salaried | Not included in Basic | Included in Standard | Included in Gold |
| Payroll - Including Hourly | Not included in Basic | Not included in Standard | Included in Gold |
| Sales Tax - Single-jurisdiction | Not included in Basic | Included in Standard | Included in Gold |
| Sales Tax - Multi-jurisdiction | Not included in Basic | Not included in Standard | Included in Gold |
| Corporate Tax Return | Not included in Basic | Included in Standard | Included in Gold |
| Integrations | |||
| Basic (Payment Processing & Payroll) | Not included in Basic | Included in Standard | Included in Gold |
| Custom | Not included in Basic | Not included in Standard | Included in Gold |
| Personalized services | |||
| Yearly financial meeting | Not included in Basic | Included in Standard | Not included in Gold |
| Quarterly financial meeting | Not included in Basic | Not included in Standard | Included in Gold |
| Accounts Payable Management | Not included in Basic | Not included in Standard | Included in Gold |
| Invoice Collection Management | Not included in Basic | Not included in Standard | Included in Gold |
| Cash flow optimization | Not included in Basic | Not included in Standard | Included in Gold |
| 5 monthly CPA hours | Not included in Basic | Not included in Standard | Included in Gold |