Billing & CollectionsWealth & Finance● Running at real firms now
Bookkeeping Autopilot
Automatically categorizes every transaction in QuickBooks or Xero, applies your rules, and posts only what you approve.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Month-end bookkeeping is hours of categorizing transactions one by one.
What it does
✦Reads every new transaction in QuickBooks or Xero and categorizes it by your firm's rules
✦Learns your patterns and flags only the ones it's unsure about
✦Writes back just the entries you approve — nothing posts without a human OK
What it replaces
Hand-categorizing transactions every month.
Is it real?
Running on a wealth-management firm's books today.
Want to see how this fits your business?