Clients send the paperwork.
Receipts, invoices, bank records and supplier statements stay with the right client book.
For accounting firms
I prepare the client books. You keep the judgment.
Send me the source documents. I’ll structure the records, match the evidence and bring uncertain work forward for review.
How I help
Accounting automation with the approval left where it belongs.
I prepare the records.
I extract the accounting evidence, structure the entries and match what I can.
You review the exceptions.
Missing evidence and uncertain fields stay visible until your team makes the call.
Exceptions
I don’t make uncertainty disappear.
I surface missing documents, uncertain fields and unmatched activity. The source stays close enough to check.
Your team reviews the work, corrects what needs judgment and exports when the book is ready.
Accountancy
$125/month
Equivalent, billed annually. $155 monthly.
2 months free. No card required.
- ✓ For one accountant or operator
- ✓ Manage up to 10 active client books
- ✓ 2,200 pooled actions each month
- ✓ One processed upload or question uses one action
- ✓ Sync and export to Google Sheets
- ✓ Add more actions when you need them