For accounting & bookkeeping firms
Your firm sells hours. Automation gives you more hours to sell.
Chasing receipts, re-keying invoices, sending the same reminder for the fourth time — none of it is billable. Each automation below removes paid-but-unbillable work, so the same team serves more clients at the same payroll.
Vetted, identity-verified experts Protected payments — released on your approval 0% client fee, always 7-day warranty on every delivery
What are unbillable hours costing your firm?
$4,320 /month on the table
≈ 48 hours/month of admin converted back into billable capacity at your rate. Conservative estimates — your quote comes from a real expert reading your real situation.
The money automations
Three recipes, each with a payback
Receipt & invoice capture
Clients snap or forward receipts; OCR extracts the data, files it, and flags anything missing — no more shoebox season.
The most-hated hours in bookkeeping, gone.
Document chasing, on autopilot
Every client gets polite, persistent reminders until their documents arrive — you stop being the bad guy.
Month-end stops slipping because of late paperwork.
Month-end close pipeline
Checklists, status tracking and client updates run themselves; partners see every client's status on one board.
Close week stops being the week nobody sleeps.
Prices are the platform's published median ranges for comparable projects. Your quote is fixed in writing before work starts.
Pricing guide: what automation projects really cost, quoted from real briefs on the platform.
See real pricesQuestions owners ask
Is client financial data safe?
Everything is built on your own accounts and infrastructure — you keep every credential. The Handover Pack documents exactly where data flows, and experts sign off on your confidentiality requirements before starting.
What does it cost?
Posting is free, quotes are free. Most firm automations land between $200–600 fixed-price. Payment is protected and released only when you approve the delivery.
Does it work with our practice software?
Experts connect what you already use — Xero, QuickBooks, Dext, your DMS, email and spreadsheets — without replacing any of it.