The accountant's accountant.

Bob does the busywork on every book you keep.

He reads the inbox, codes what lands, chases what is owed, and drafts every entry for your team to review and post. Your people spend their hours on judgement instead of data entry, which is how a small firm takes on more clients without adding headcount.

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Built for the people the big platforms forgot.

The tooling money is chasing the Top 100. Nobody is building for a six person shop running a hundred and forty small businesses, which is most of this profession.

One login, every client

Move between books the way you move between tabs. The whole app changes with you, and nothing from one client bleeds into another.

Bob drafts, your staff posts

Every entry arrives as a proposal with its source attached. A human approves before anything hits the ledger, so your review stays your review.

Your name on the work

White label portals and packs. The client sees your firm, not ours, and the month end document carries your letterhead.

What happened, what is happening, and what is coming.

A bookkeeper closes last month. A controller runs this week. A CFO is looking two quarters out. That is usually three tools and three exports. Here it is one posted ledger answering three questions.

Past

What happened

Bob reads the inbox and the bank, codes every invoice and receipt as it lands, and matches it to the bill already on file. Clean up stops being a monthly excavation.

Instead of a receipt chasing tool and a categorisation backlog.

Present

What is happening

Bills, approvals, payroll and collections in one queue, with the client, their team and their vendors in the same threads. Every entry waits for a human before it posts.

Instead of a bill pay tool, a payroll tab and a folder of email threads.

Future

What is coming

Thirteen weeks of cash off the same books, updated as money moves, so the forecast you show a client on Friday is still true on Monday.

Instead of a forecast spreadsheet that is stale the day you build it.

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Journal with 363 posted entries and no drafts

What happened

Every money event arrives as a balanced entry with its source attached. Bob and the drafter propose, your staff posts, and a posted entry can be voided but never edited. That is how an audit trail stays one.

Northside Contracting, a demo book. 363 posted entries, nothing sitting in drafts.

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Trial balance in balance across 14 accounts

What is happening

The trial balance is a position, not a movement, and it ties at the database rather than on the screen. Ask Bob any figure on it and he opens the entries behind it instead of recomputing.

In balance at $694,924.10. Debits equal credits, checked against the ledger.

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Thirteen week cash flow chart

What is coming

Thirteen weeks of cash off the same posted books, rebuilt as money moves. The forecast you show a client on Friday is still true on Monday because nothing about it was hand assembled.

Cash stays positive through all thirteen weeks, with what is owed and owing called out underneath.

All three of you are waiting on the same two things. Documents and people. That is why the client's employees and vendors are on the platform for free, and why Bob chases both without being asked.

The month end you stopped dreading.

Bob keeps the books current as the money moves, so close is a review rather than a reconstruction. Ask him a question in plain language and he answers from the posted ledger, never from a guess.

Keep the client on the stack they already run and Bob works on top of it. Or hand him the books and he replaces it. That choice stays yours, per client.

  • Real double entry. Accrual, posted entries only, drafts excluded.
  • Trial balance that ties. Debits equal credits, checked at the database.
  • Month end pack. Profit and loss, balance sheet, trial balance and a 13 week cash flow, as one document.
  • A figures fingerprint. Two copies with the same fingerprint report the same numbers.
  • Ask in plain language. What was net income last month, and Bob reads the books to answer.
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A month end pack as a PDF

The pack goes out under your name

Profit and loss, balance sheet and trial balance as of the month end, in one document with a figures fingerprint. Two copies carrying the same fingerprint report the same numbers, so the version you send a lender is the version you kept.

A real month end pack, generated from posted entries only.

Every side of the business, connected to you. Your firm, your client, their team and their vendors, on one platform. The work moves between you instead of between inboxes, and nobody has to export anything to bring somebody in. The client relationship is yours and stays yours.

Bring your first client.

Start with one book. If Bob does not hold up under your review, you have lost an afternoon.

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