More clients. Same you.
Every client’s statements through one AI pipeline: the portal collects the documents, the batch run does the first pass, and you spend your hours on review and judgment — the part clients actually pay for.
The way it usually goes
- Hours of manual data entry for every client, every month
- Chasing clients for statements and receipts over email
- Re-building context each time you switch client files
- Client capacity capped by how fast you can type
- Month-end quality depending on how tired you are
What a solo practice month looks like
A solo bookkeeper can let the portal collect documents all month, run each client’s batch as statements arrive, and spend month-end working review queues and close checklists instead of keying transactions — taking on the next client without taking on their data entry. (An illustration of the workflow, not a customer case study.)
Shipped features, not promises
Everything below is in the product today — try all of it in the free trial.
Client portal
Clients drop statements and documents into their own portal — they land in your queue, extracted and ready to code.
Batched AI categorization
Whole statements coded in one run per client. Confident picks land ready to post; unsure ones wait in your review queue.
Missing-account proposals
The AI never invents an account — it proposes additions to the client’s chart and you approve with one click.
Per-client close checklists
The same closing checklist for every client, with hard blockers that keep quality consistent at 11pm.
Bank rec + check matching
Reconciliation sessions per account, and check matching for the clients who still live on paper.
Deliverable-grade reports
Custom reports turn closed books into the monthly package you hand to clients.