How it works
Set it up once. Never think about it again.
Your part takes about ten minutes, one time. Ours happens every day after that.
Intro call (20 minutes)
We look at your accounts, how many transactions you run, and whether last year's books need a cleanup. You get a flat monthly price on the call.
Connect your accounts (10 minutes)
Securely link your bank, cards, and payment tools such as Mercury, Stripe, PayPal, Ramp, or Gusto. Read-only access; we never move money.
AI works every day
Each transaction is categorized as it happens, receipts are matched, transfers are paired, and accounts are reconciled against statements.
A person closes the month
Between the 1st and the 5th, your bookkeeper reviews anything unusual, asks you at most a couple of quick questions, and closes the books.
Your reports by the 5th
Profit and loss, balance sheet, and a three-sentence summary. At year end, a tax package ready for your CPA.
What we need from you
Almost nothing. Forward a receipt when we ask, answer a question or two a month, and tell us when something big changes, like a new bank account or your first hire.
Stop thinking about your books.
A 20-minute call to see if we're a fit. If you have fewer than 200 transactions a month, you probably are.
Book an intro call