For Accounting Firms & Bookkeepers

Run Your Whole Book of Clients From One Place

White-label it. Bill your way. Let AI handle the busywork. Start your 7-day free trial — cancel anytime.

Create Your Firm Account

Start your free trial — cancel anytime

Your 7-day trial starts immediately. Cancel anytime.

Your firm's data is secure and encrypted

What Happens After You Sign Up

1

Instant Firm Access

You'll get immediate access to your firm dashboard — white-labeled and ready to customize.

2

Migrate Your Clients

We'll help pull your existing clients' data from QuickBooks so you're not starting from scratch.

3

Set Your Billing & Branding

Configure your pricing per client, upload your logo, and set your white-label preferences — your clients see your brand, not ours.

4

Let AI Do the Work

AI categorizes transactions, helps reconcile, drafts communications, and follows up with clients — all within accounting-safe boundaries.

✨ What's Included in Your Trial

  • Full multi-client dashboard
  • AI categorization & reconciliation
  • Drag & drop PDF statements & receipts
  • White-label client portal
  • Proactive AI client follow-ups
  • Priority onboarding support

After your trial, partner pricing starts at just $29/client/month. Cancel anytime.