Accounting That
Actually Works
Automation for speed, human review for accuracy, confidentiality-first handling. Intelligent accounting built for US businesses.
Comprehensive Accounting Services
Tailored financial management with automation for speed and human oversight for accuracy.
Four Advantages That Set Us Apart
Automation to Reduce Repetitive Work
Speed up close tasks and eliminate manual errors with intelligent categorization and rules-based processing.
Structured Human Review Checkpoints
Catch errors early with built-in review processes — AI suggests, humans approve.
Founder-Friendly Communication
Clear summaries, predictable timelines, and transparent reporting you can trust.
Confidentiality-First Handling
Least-privilege access, documented workflows, and secure handling of your data.
Simple Three-Step Process
Get started with AI-enhanced accounting in days, not months.
Onboard in Days
Connect accounts, confirm scope, set rules. Link your bank and payment accounts — we handle the rest.
We Run Monthly Close
Reconcile, review, finalize, and report. Automation plus structured human review every cycle.
Receive & Improve
Get your reporting pack plus a prioritized improvement list for continuous optimization.
Built for Modern US Businesses
From startups to scaling platforms — we know your financial landscape.
Works With Your Tools
Transparent, Scalable Packages
Pricing depends on volume, complexity, and tools. Get a quote in minutes.
Starter Plan
Predictable monthly close for stable businesses.
- ✓Monthly bookkeeping & reconciliation
- ✓Month-end close checklist
- ✓P&L + Balance Sheet delivery
- ✓QuickBooks or Xero support
- ✓Up to 200 transactions/mo
- ✓Email support & monthly summary
Growth Plan
Richer reporting plus payroll and contractor workflows.
- ✓Everything in Starter
- ✓Payroll & 1099 contractor tracking
- ✓Stripe/Shopify payout reconciliation
- ✓Tax-ready financials year-round
- ✓Accounts payable support
- ✓Up to 600 transactions/mo
- ✓Priority support & dedicated advisor
Scale Plan
CFO-level reviews, forecasting, and KPI dashboards.
- ✓Everything in Growth
- ✓Virtual CFO monthly review
- ✓Cash-flow forecasting & scenarios
- ✓KPI dashboard & budget variance
- ✓Multi-entity reporting
- ✓Unlimited transactions
- ✓Dedicated CFO advisor
Your Data, Protected
Confidentiality-first accounting with documented workflows and restricted access.
Least-Privilege Access
We access only what is required. Role-based permissions and documented handoffs at every step.
Documented Workflows
Standardized close checklists and review gates reduce errors month over month.
Purpose-Limited Handling
Your data is used only to deliver agreed services — never shared unnecessarily.
NDA on Request
We sign NDAs and support data deletion requests where practical and lawful.
Separation of Duties
Sensitive steps handled with separation of duties to reduce internal risk.
AI with Human Control
Every AI output has a human review checkpoint before reaching your financials.
Frequently Asked Questions
Most clients complete onboarding within 3–7 business days. We handle account connections, chart of accounts setup, and run your first close cycle within the same month.
We work with QuickBooks Online, Xero, Stripe, PayPal, Shopify, Gusto, Rippling, Bill.com, Plaid, and more. If you use a different tool, just ask — we likely support it.
Yes. All services are delivered remotely to US-based clients across all time zones. We support US time zones for communications and calls.
Confidentiality-first: least-privilege access, documented workflows, secure document storage, and separation of duties. We sign NDAs on request.
7–12 business days after month end, with a clear exception list if any items are pending client response.
Yes — catch-up bookkeeping for 6–24 months of backlog. Timelines: 4–10 weeks depending on backlog size and data availability.
We complement CPAs by maintaining tax-ready books year-round. Tax filing can be coordinated through appropriately licensed professionals.
AI helps with categorization, anomaly detection, and reconciliation. Humans review all AI outputs at structured checkpoints before anything is finalized.
Simplify Your Financial
Management Today
Automation for speed, human review for accuracy, and confidentiality-first handling of your financial data.