We combine the best bookkeeping software, AI automation, and senior-level oversight so nothing falls through the cracks.
QuickBooks Online Advanced • Xero • Sage Intacct (select clients)
Dext / Receipt Bank • AutoEntry • AI transaction categorization • Bank feeds via Plaid
Bill.com • Melio • Stripe • Square • FreshBooks (where needed)
Gusto • ADP • QuickBooks Payroll • Rippling integrations
Ramp • Brex • Divvy • Expensify • Corporate card reconciliation
Custom Looker / Power BI dashboards • Fathom • Syft • Live client portal
Secure client portal • Financial Cents / Jetpack Workflow • Encrypted file exchange
SOC 2 aligned processes • Multi-factor authentication • Role-based access • Audit trails