The accounting platform that does the busywork, so you can do the advising. White-label it, scale it, bill how you want — all powered by AI that actually does the bookkeeping. $0 cost unless you white label.
Built by people who understand the work — not another "AI wrapper."
Not just a chatbot — categorizes transactions, helps reconcile, drafts client communications, and walks through the books with you. Always within accounting-safe boundaries.
Just drag your bank statements and receipts into the platform — our AI instantly reads, extracts, and categorizes every line item. No manual data entry needed.
AI reaches out to clients automatically when it flags something that needs their input — no more chasing for answers.
Proper chart of accounts, journal entries, and GAAP-aware structure under the hood — not a simplified "money app."
Pull your existing clients' data over so you're not starting from scratch. We handle the heavy lifting of the transition.
See how each feature translates into real advantages for your firm — not just what it does, but what it means for you.
AI handles categorization, reconciliation prep, and client follow-ups — so you get back the time you used to spend on manual busywork.
Drag in PDFs and receipts — AI extracts every line item instantly. No more typing numbers from bank statements or shoeboxes of receipts.
AI proactively contacts clients when it needs answers — about transactions, vendors, or IRS documentation — so you stop playing email tag.
Real double-entry accounting means every transaction is properly recorded with GAAP-aware structure — so you walk into audits confident, not anxious.
We pull your clients' data from QuickBooks Online so you're live fast — no rebuilding charts of accounts or re-entering years of history.
Full white-label theming powered by our Theme Studio. Apply your firm's colors, logo, and branding across the entire experience. Your clients see your brand — not a third-party tool you resell.
Apply your firm's colors and branding across the whole experience with a few clicks.
Clients sign in at yourfirm.accounting.ai for a seamless, professional experience.
The platform feels like proprietary software your firm built — not a resold third-party tool.
Client Portal
Reports
Clients
Settings
Bill your way — control margins, set client pricing, and earn on every client.
Bill clients directly or have the firm pay and mark up. Flexible client-pays / firm-pays modes.
Control margins per client with custom pricing and discount flexibility.
Earn on every client you bring onto the platform with built-in revenue sharing.
Transparent enterprise tiers with client caps that grow as your firm grows.
Partner Pricing
Need more than 50 clients? Contact us for custom enterprise pricing.
Your AI co-pilot handles the repetitive work so you can focus on high-value advisory.
AI suggestions for every transaction — review and approve with a single click.
Pulls statement and bank-feed data, proposes matches, and carries forward outstanding items.
AI helps chase receivables — but only with your approval. AP stays remind-only. Money is never moved automatically.
Interact hands-free while you work — ask questions, get status updates, and navigate by voice.
Upload bank and credit card PDFs — our AI reads every line, extracts transactions, and auto-categorizes them with precision.
Snap or upload receipts — our AI parses each line item individually, assigning the right category to every charge.
Everything you need to run client relationships — built right in.
Calendly-style booking links with calendar conflict checks. Clients book time on your public links.
AI reaches out to clients automatically when it spots a transaction that needs clarification — asking the right questions so you don't have to.
Built-in task management to track client deliverables and deadlines.
Branded portal where clients can view reports, sign documents, and message your team.
Your AI doesn't just categorize — it follows up. Automatically.
When a vendor or transaction doesn't look right, the AI proactively reaches out to your client to ask: "Is this correct? What was this for?"
Client dined out? The AI asks: "Who attended and what business was discussed?" — capturing the details the IRS requires before you even ask.
First time seeing a vendor? AI asks the client to confirm the business purpose — building a clean, audit-ready paper trail from day one.
RocketBooks AI
Automated Follow-Up
Hi Alex — I noticed a $247 charge at The Capital Grille on Friday. A couple quick questions for your records:
Also — this is the first transaction from "CloudNova SaaS". Can you confirm this is a legitimate business expense and briefly describe what they provide?
All follow-ups stay within your firm's branded experience
Join the accounting firms already running their entire book of clients on RocketBooks. White-label it, bill your way, and let AI handle the busywork.