Multi-entity books, journal approvals, bank reconciliation, period close, and 1099/T4A generation. Stop cobbling QuickBooks logins, shared spreadsheets, and Dropbox folders.
No “professional” upsell tier. Everything a practice needs is in the Business plan — used the same way whether you're solo or a multi-seat firm.
Run each client as a separate entity with its own chart of accounts, bank connections, and reports. Switch between them without re-logging in.
Draft journal entries, flag for review, and publish with a full audit trail. Every posting signed off, every adjustment tracked.
Plaid-synced transactions match to journal entries automatically. Handle the exceptions, not the routine. Month-end close in hours, not days.
Open, close, lock, and reopen accounting periods per client. Enforce cut-offs so prior-period numbers never drift mid-audit.
Identify eligible contractors from the bills you paid, then generate 1099-NEC (US) and T4A (Canada) forms in bulk. Filing-ready PDFs.
P&L, Balance Sheet, AP Aging, Tax Liability, Annual Summary. Export branded PDFs, share secure links, or sync to your review workflow.
Create a new entity, invite the client, and connect their bank via Plaid. Chart of accounts imports from a template or builds from scratch.
AI-categorized transactions + journal entries for the adjustments your client would never remember. Reconcile against statements.
Lock the period, generate month-end or year-end packages, and hand off the 1099/T4A filings. Client sees the reports; you keep the audit trail.
Yes. Each client is a separate entity with its own books, bank connections, chart of accounts, and tax settings. Switch between them without logging out, and keep data strictly scoped per entity.
Yes. The platform surfaces eligible contractors from the bills your client has paid during the tax year. Generate 1099-NEC (US) or T4A (Canada) forms in bulk and export filing-ready PDFs.
You can open, close, lock, and reopen accounting periods per client. Once a period is locked, no new postings are allowed — which keeps your client's prior-period numbers from drifting between when you closed and when they run a report next month.
Not today — advisors use the Business tier for client books because it unlocks 1099/T4A generation, unlimited bank connections, and period locking. If your practice needs a multi-seat firm tier with consolidated billing, contact us.
Yes — every action is timestamped and auditable. Clients see the reports you publish; they do not see draft journal entries until you post them. You control what's visible to them and what stays in your workspace.
The reconciliation workflow surfaces unmatched bank transactions and unmatched journal entries side-by-side. Match, unmatch, or flag exceptions individually. Duplicates are detected on import and require your explicit confirmation.
30-day free trial on every plan. No charge until day 31, cancel anytime.
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