SECURE WORKSPACE ACCESS
Your books, always current and ready for tax review.
AI bookkeeping for accounting firms: from bank statements to reconciled books and reports.
Multi-factor authenticationA second factor is required before any client data is shown.
Firm isolationEach firm's clients, documents and books are kept separate.
Automatic sign-outSessions close after 45 minutes without activity.
Transactions · Demo Tacos LLC
DescriptionSuggested accountConf.Status
SYSCO MIAMI #2231Cost of goods sold97%Done
FPL ELECTRIC BILLUtilities99%Done
ZELLE TO C. PEREZContract labor81%Review
SQUARE DEPOSITSales98%Done
AI categorizes, your team decidesEvery bank line arrives with a suggested account and its confidence. Your team posts it, creates a rule or asks the client.