Every feature is purpose-built for accounting firms. Not adapted from generic software — built from scratch for professional services.
Core Operations
AI categorizes most transactions automatically using your chart of accounts. Learns from your corrections to improve over time.
Match bank transactions to QBO entries automatically. Flag discrepancies for human review.
Pre-close checklist, accrual proposals, adjusting entries, trial balance verification, and close summary — in 2 days instead of 10.
Generate P&L, Balance Sheet, and Cash Flow statements directly from QBO data. Client-ready formatting with variance analysis.
Strategic Insights
Revenue trends, expense breakdown, cash position, and industry benchmarks in a single view. Updated in real-time from QBO.
13-week rolling forecast based on historical patterns, open invoices, and scheduled bills. Scenario modeling for what-if analysis.
Compare your clients against 14.4 million US businesses. Competitive density, market saturation, and digital readiness — by category and zip code.
Variance analysis with commentary. AI identifies the drivers behind budget misses and suggests adjustments.
Regulatory
AI reads W-2s, 1099s, K-1s, and supporting documents. Extracts data fields and flags ambiguous entries for review.
AI-assisted prep for 1040, 1120, 1120S, 1065, and 990 returns. Multi-state coordination. CPA review required before filing.
Entity optimization, R&D credits, cost segregation, QBI/199A analysis, and multi-year tax minimization strategies.
Anomaly detection, SOC 2 readiness assessment, internal controls testing, and continuous monitoring.
Infrastructure
49-endpoint integration via OAuth 2.0. Read and write access to chart of accounts, transactions, invoices, bills, customers, vendors, and reports.
Isolated data per organization. RBAC with Owner, Admin, Staff, and Viewer roles. Audit logging on every action.
Your brand, your domain, your clients. Custom logo, colors, and email templates. Stripe billing integration.
TLS 1.2+ in transit, AES-256 at rest. OAuth 2.0 for integrations. SOC 2 readiness. No data used for AI model training.
110+
AI Agents
14
Practice Areas
14.4M
Business Database
49
QBO Endpoints