White-label AI Bookkeeping Platform for Accounting Firms

Grow your firm without adding overhead. Our AI-powered white-label bookkeeping platform works behind the scenes under your brand, delivering accurate, real-time books while freeing your team to focus on advisory and client growth.

Branded as Your Own

• Platform runs under your firm’s name, logo, and URL.
• Clients see only your brand while we power everything in the background.

AI-Driven Accuracy and Speed

Automated Transaction Categorization: AI instantly categorizes every transaction. No more manual sorting or wasted hours.

Smart Reconciliation: AI handles reconciliation with precision, flagging exceptions for our accountant review only when needed.

Multi-Level Accuracy Checks: Transactions are double-verified—AI first, our accountants as backup—ensuring reliable records every time.

Proactive Error Detection: Unlabeled items and duplicate vendors are flagged and fixed before they cause issues.

Real-Time Books, Real-Time Insights

• Books update in real-time, enabling you to deliver timely advisory services.
• Eliminate the wait for month-end reporting.

Streamlined Client Management

Dedicated Client Pages: Simplify communication and document sharing with a single page per client.

Centralized Status Tracking: Track all client updates and progress in one dashboard. Stay informed without chasing information.

Intelligent Automation

AI OCR Data Extraction: Scanned documents are converted into structured data for transaction processing reconciliation and more.

Routine Task Automation: Automate journal entries, invoice processing, payroll categorization, and more. Free your team from repetitive work.

Month-End Close Automation: AI and our accountants collaborate to close your client's books quickly, accurately, and consistently.

Built for Growth

• Machine learning ensures the platform keeps getting smarter.
• Continuous improvements mean fewer errors and faster workflows over time.
• Scale your client base without scaling your headcount.

Why Accounting Firms Choose Us

• Operates fully under your brand.
• Cuts bookkeeping workload by up to 90%.
• AI output is verified by our accountants, ensuring high accuracy.
• Provides real-time, error-free data for client advisory.
• Delivers professional, seamless client experiences.