More clients. Same you.
Every client’s statements through one AI pipeline: the portal collects the documents, the batch run does the first pass, and you spend your hours on review and judgment — the part clients actually pay for.
The way it usually goes
- Hours of manual data entry for every client, every month
- Chasing clients for statements and receipts over email
- Re-building context each time you switch client files
- Client capacity capped by how fast you can type
- Month-end quality depending on how tired you are
What a solo practice month looks like
A solo bookkeeper can let the portal collect documents all month, run each client’s batch as statements arrive, and spend month-end working review queues and close checklists instead of keying transactions — taking on the next client without taking on their data entry. (An illustration of the workflow, not a customer case study.)
Shipped features, not promises
Everything below is in the product today and ready in your paid workspace.
Client portal
Clients drop statements and documents into their own portal — they land in your queue, extracted and ready to code.
Batched AI categorization
Whole statements coded in one run per client. Confident picks land ready to post; unsure ones wait in your review queue.
Missing-account proposals
The AI never invents an account — it proposes additions to the client’s chart and you approve with one click.
Per-client close checklists
The same closing checklist for every client, with hard blockers that keep quality consistent at 11pm.
Bank rec + check matching
Reconciliation sessions per account, and check matching for the clients who still live on paper.
Deliverable-grade reports
Custom reports turn closed books into the monthly package you hand to clients.