Built by a CPA firm partner who still reconciles 30 clients a month
Twice the Clients. Half the Clicking.
Transaction comes in. Categorized automatically—85% accurate, no rules to manage. Review the exceptions. Approve in bulk. Done before lunch.
You Didn't Become a Bookkeeper to Click "Categorize" 500 Times a Day
We've spent 18 years watching bookkeepers fight the same battles.
The Morning Ritual
Every day at 7:30 AM, you pour your coffee and open QBO. 487 transactions stare back at you. What should take an hour takes three. By 10:30, you're exhausted and haven't started your real work.
The Ceiling
You're capped at 15-25 clients regardless of skill level. Not because you're slow. Because the interface assumes you have time to click through every transaction. You don't.
The "AI" That Isn't
QBO's auto-categorization: ~3% accuracy. Even GPT-5 only hits 70%. We hit 85%—that's the difference between useful and useless. And you review everything before it syncs.
The Deposit Matching Problem
That $3,847.92 deposit from Stripe. You know it's made up of 47 smaller payments. QBO doesn't. So you're in a spreadsheet. Again. Matching. Manually.
The Routine 80% Handled. You Handle What Matters.
85% accurate on first import. Transactions categorized in seconds. You review the exceptions.
Speed Shock
247 transactions. Categorized in ~60 seconds. Not minutes. Seconds. Import your first batch and you'll feel it.
Confidence Scores
Green means confident. Yellow means check it. Red means tell us more. When unsure, it asks — it doesn't guess wrong.
Pattern Memory
Correct once, it remembers forever — and you can always override it. Same input, same output, every time. No rules to manage.
Every categorization is logged and reversible.
What Happens Next
Connect QBO Client
Read-only connection. Takes 2 minutes. We never move money.
Watch Transactions Categorize
13 flagged. 234 approved automatically. Done in seconds.
Review the Flagged Ones
Approve the rest in bulk. Your clients still see QuickBooks.
Built by a CPA firm partner who still reconciles 30 clients a month.
Firms with 3+ staff use Pattern Memory to align categorization across all accounts.
See It Work on Your Data
Free during alpha. Connect a client, watch transactions categorize, review the 13 flagged ones. Takes 10 minutes.
Join the Alpha — FreeNo credit card. No database access. No risk.