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Bookkeepers & Accountants

Designed to
Grow Your Practice

The next-gen AI platform for Bookkeepers and Accountants to stay in control of daily operations, enhance CAS offerings, and maximize capacity. 

Accept more Clients

Free up capacity with our smart tools that help you offer more by doing less.

A Workflow Built for Scale

Manage and toggle between multiple clients on a single platform. Track your billing, assign clients to team members, add tasks, set onboarding checklists, set due dates and auto-reminders. Use SSO to seamlessly move between apps like QuickBooks Online, Bill, SparcPay, Plooto, Expensify, Dext, and more. 

Enhanced CAS with AI-Assistant

Offer clients invaluable recommendations gleaned from multiple financial metrics, cross-application data points, business cycles, seasonal patterns and benchmark analysis. Use the AI-Assistant to deliver actionable intelligence to help your them cut costs, free-up cash and unlock revenue opportunties.  

Are you a QuickBooks ProAdvisor?

Get exclusive deals with savings up to $150/month as a QuickBooks Online Product Ambassador and Practitioner by signing up for a free demo today.