Agency
Bookkeeping · Payroll · Advisory · Client portal — in one workspace.
Engagements, time tracking, document inbox, and AI-assisted bookkeeping.
One firm. Many clients. Shared books.
From document intake to client billing — fewer tools, less friction.
Manage all client engagements from one dashboard.
AI-assisted OCR and posting suggestions.
Log billable hours per engagement and client.
Generate invoices from time entries and fixed fees.