Your dedicated team handles, explains, and reviews your books on an ongoing basis, supporting either cash or accrual-basis accounting. Your books pull automatically from your connected bank accounts, credit cards, payroll systems, accounts payable, inventory, and payment platforms — keeping everything reconciled and up to date. We build a custom chart of accounts tailored to your business, and deliver reports on the 10th business day of each month. At year-end, we prepare a complete package ready for your tax preparer.
Your dedicated team is available for support through in-app messaging, email, and phone. You also get access to AI-powered tools that can answer questions about past transactions and current cash flow, and run forward-looking scenarios to help you plan ahead.
Your dedicated team handles, explains, and reviews your books on an ongoing basis, supporting either cash or accrual-basis accounting. Your books pull automatically from your connected bank accounts, credit cards, payroll systems, accounts payable, inventory, and payment platforms — keeping everything reconciled and up to date. We build a custom chart of accounts tailored to your business, and deliver reports on the 10th business day of each month. At year-end, we prepare a complete package ready for your tax preparer.
Your dedicated team is available for support through in-app messaging, email, and phone. You also get access to AI-powered tools that can answer questions about past transactions and current cash flow, and run forward-looking scenarios to help you plan ahead.