Tax season shouldn't require 80-hour weeks.

Frequently asked questions.

Can you integrate with QuickBooks, Xero, or Intuit?

Yes. QuickBooks Online and Xero both expose APIs we build against. We can pull transaction data, push categorized records, and trigger workflows based on account events. Intuit's ecosystem (including QuickBooks Desktop) varies by version. We evaluate on the discovery call. If your software exposes an API or allows data export, integration is typically possible.

How accurate is transaction categorization?

On well-labeled historical data, categorization accuracy typically runs 88–95% for common transaction types. Accuracy is lower for new vendors, unusual descriptions, and transactions that straddle multiple categories. That is why we route low-confidence items to a human review queue rather than auto-posting everything. We measure accuracy against a test set from your own books before launch.

Does this replace a bookkeeper?

No. It reduces the time a bookkeeper spends on manual categorization, data entry, and client follow-up, typically by 40–60% for high-volume clients. A bookkeeper still reviews edge cases, handles exceptions, and manages client relationships. The value is in reclaiming hours from repetitive work, not eliminating the role.

How do you handle client data privacy?

Client financial data is used only to operate the system you contracted for. It is not used to train or improve any underlying model. We use cloud infrastructure with encryption at rest and in transit, role-based access controls, and audit logging. For firms with specific data residency requirements (e.g., data must stay in the US), we configure infrastructure accordingly.