Faster month-end
Monitors surface problems before close, not after.
Month-end close automation
Close the books faster and calmer
Catch issues early, fix them fast and see what’s coming next — across every client.
Average 4.8/5 from 1,200+ reviews
What you get
Bookkeeping that runs ahead of you
- Sync with your clients’ general ledger
- Client-ready reports generated automatically
- Standardized reporting across your portfolio
- One client portal for questions and documents
- Data-backed signals for value-based pricing
Less admin. More advisory.
Catch issues early. Fix them fast.
Less follow-up
Bulk client questions and document requests in one place.
Fuel advisory
Clean, current books turn into proactive advice.
Advisory software
The busywork is done
- More than ten automated data monitors
- Live-data report templates
- Automated financial analysis
- Portfolio-wide health scores
All-in-one practice management
One step closer to an autonomous firm
- Jump straight to transactions in your ledger
- Monitors create tasks automatically
- Bulk client document requests
- Click-to-resolve exceptions
General ledger visibility
Know the health of every client’s books
- Transparent books health scoring
- Real-time close progress tracking
- Centralized portfolio insights
FAQ
Frequently asked questions
Can’t find what you need? Our team is happy to help.
Continuous monitoring of client ledgers that turns exceptions into trackable tasks, so month-end is a review, not a scramble.
No. It works alongside your clients’ general ledger.
Questions about transactions go to clients through the portal, linked to the transaction.
Yes. Both run on the same client record, workflow and billing.
Priced per connected client per month. See the pricing page for details.
Book a demo
Ready to get started?
See it working with your own clients, workflows and billing setup.
- 30-minute personalized walkthrough
- Migration plan for your current tools
- Transparent pricing for your team size