Every client’s books. One AI pipeline.
Each client is an entity in myTB. Their statements go through the same batched AI categorization, the same review queue, the same closing checklist — so one senior reviewer can clear exceptions across the whole book of business instead of re-doing bookkeeping client by client.
From client shoebox to closed period
The same loop for every client — collect, categorize, review, close. Your team runs the loop; the AI does the grunt work inside it.
Clients drop documents in the portal
Bank statements, receipts, loan docs — clients upload to their own portal instead of emailing you a shoebox. Everything lands in your queue, extracted and ready to code.
AI batch-categorizes every statement
Whole statements coded in one run against each client's chart of accounts. Confident picks land ready to post; unsure ones wait in the review queue. The AI never invents an account — it proposes missing ones for you to approve.
Your reviewer clears queues & closes
One senior sweeps the review queues across clients, approves in bulk, and runs each client's closing checklist. Hard blockers — unreconciled accounts, suspense balances — can't be skipped.
Client documents, from request to received.
Send a document request from myTB and your client can finish it from their iPhone. They open your secure link, enter the four-digit PIN, and work through the list without creating an account.
One clear list
Clients see what is still needed and what they already sent.
Scan or attach
Capture multiple pages, choose photos, or attach a PDF.
No client account
A firm-issued secure link and PIN open the exact request.
Every client’s close, on one screen
A simulated month-end: clients move from pending to in progress to review to delivered as the AI works through statements and your team clears queues.
Illustrative demo with sample data — not customer results.
Built for the review-and-close loop
Not a practice-management veneer — the actual bookkeeping pipeline, multiplied across clients.
Batched AI categorization + review queue
Upload a client's statements and the whole batch is coded in one run. Low-confidence picks queue for review instead of posting — your reviewer approves in bulk.
Missing-account proposals
When the right account doesn't exist in a client's chart, the AI proposes creating it — one click to approve, never a silent guess.
Client portal + iPhone app
Send a secure request and clients can finish it in the browser or the myTB Client Upload app. No account and no attachments lost across email threads.
Per-client close checklists
Every client's month-end runs the same checklist, and hard blockers — unreconciled accounts, suspense balances — stop a sloppy close cold.
Documents Pro
Loan statements, closing packages, and sales reports come back as balanced draft JEs — interest and principal already split. Professional and up.
Bank rec sessions + check matching
Statement-vs-books reconciliation per account, with check matching for clients who still pay vendors on paper.
Inter-entity transfer matching
For clients with multiple LLCs, transfers between their companies are detected and booked as one balanced entry — not income in both.
Tax engine, insights & workpapers
The tax engine reads the actual ledger and surfaces elections, depreciation, and workpapers year-round. Professional and up.
Roles + custom reports
Multi-user roles keep staff, reviewers, and clients in their lanes; custom reports turn closed books into deliverables.
Grow the client list, not the headcount
When the first pass is automated and the review is centralized, capacity stops scaling with hours typed.
Keys in transactions client by client, file by file, and chases documents over email.
Uploads what the portal didn't already collect and lets the batch run do the first pass — their day shifts from typing to checking.
Re-derives context for every client before they can trust a single entry.
Works one consolidated review queue with the AI's reasoning attached to each pick — the same reviewer covers more clients because judgment, not data entry, is the job.
Finds out a close slipped when the client asks where their financials are.
Sees every client's close status and open blockers in one view, and reassigns attention before month-end — not after.
What that looks like in practice
A three-partner firm can put every client’s statements through the same pipeline: the portal collects documents, the batch runs code them overnight, and one senior spends the morning clearing review queues across the whole client list. Taking on the next client means adding an entity and a checklist — not another set of manual first passes. (An illustration of the workflow, not a customer case study.)
Priced per firm. Not per client.
One subscription covers your firm, with entity, transaction, team, and AI allowances. A client with multiple companies can use more than one entity.
- Entity and team capacity loading...
- Core AI categorization
- Bank reconciliation
- Email support
- Entity and team capacity loading...
- Everything in Starter, plus:
- Documents Pro
- Built-in tax engine
- Priority support