Autonomous bookkeeping for accounting firms.
An agent that does the bookkeeping. Firm login, multi-client management, and export-ready reporting — built for how firms actually work.
What your firm gets
Firm Login
Invite your entire team with firm-level access. Grant or revoke client access for team members, all from one centralized account.
Easy QBO Migration
Most accounting firms use QuickBooks. Switch your clients in just 3 minutes with our seamless import process.
Client Reporting
Review each client’s books clearly with Profit & Loss, Balance Sheet, Cash Flow, and export-ready reporting built for firm workflows.
Export-Ready Reports
Export P&L, Balance Sheets, and Cash Flow in Excel or CSV. Compatible with all major tax software and accounting tools.
Cleaner Interface
No upsells, no clutter. A focused, organized interface designed for accounting professionals who value efficiency and clarity.
Autonomous Categorization
The agent categorizes transactions autonomously, learning from corrections. Cleaner client books. Less cleanup.
Why firms are switching
No Upsells
One plan. Everything included. No add-ons, no upgrades, no surprises.
Organized Interface
Clean, focused, built for professionals. No clutter.
3-Minute Migration
Most firms use QuickBooks, so we made migration effortless. Export from QBO, upload to switchbooks, and you're done in 3 minutes.
Built for Firms
Firm login, team access, multi-client support. Built in. No workarounds.
What Accountants Are Saying
"The firm login feature is a game-changer. I can manage my entire team's access to client accounts from one place. It's exactly what we needed."
— Sarah Chen, CPA
Chen Accounting Group
"Migration from QuickBooks was seamless. We moved 15 clients over in one afternoon. The reporting workflow alone saves us hours each month."
— Michael Rodriguez, CPA
Rodriguez & Associates
"Finally, an accounting platform without constant upsells. The clean interface and autonomous categorization mean our clients' books are cleaner, and we spend less time fixing errors."
— Jennifer Park, EA
Park Tax Services