For CPAs, bookkeepers, and the clients they serve
Your client needs bookkeeping. This is where it gets done.
A CPA refers a client. A bookkeeper runs their AR, AP, and bank reconciliation through review. The client sees live financials. One platform, both sides connected.
Bookkeepers manage the work. Clients approve and watch their numbers. CPAs keep oversight. One login for each.
Bookkeepers deliver
Connect a client's accounting system and run AR, AP, and bank reconciliation, all in one workspace.
Clients see everything
Live P&L, balance sheet, cash, and aging, mobile-first, with a one-tap approve when something needs a sign-off.
CPAs keep oversight
Every change clears a client approval and a CPA review before it posts back to the client's books.