For accountants and bookkeepers
Every client's shoebox, sorted on your own computer
Receipts, invoices and bank statements in; QuickBooks, Xero, QBO and Excel out. Your clients' documents never leave your office, and you pay once.
Founder pricing: 30% off. For the first 100 buyers. Prices go up when v1.1 ships with receipt-to-bank matching. Copy the code and paste it into “Add promotion code” at checkout.
Client data stays in your office
Nothing is uploaded, so there's no third-party processor to list in your engagement letters or your clients' privacy notices.
A workspace per client
Each client's documents, categories and learned corrections kept apart. Switch with one click.
Exports your software takes
QuickBooks Online and Xero CSV, QBO and OFX for statements, and Excel with totals by category and tax by rate.
The accountant bundle
One zip: the workbook plus every original, renamed by date, vendor and amount, each linked from its row.
Receipt-to-bank matching (v1.1)
Coming next: receipts matched to the statement lines that paid them, and a missing-receipts list to send the client.
Firm licences
Five named users, two computers each, priority support. Extra users $69 each.
The maths
Typing a receipt takes a minute or two; a 60-line statement takes a quarter of an hour. Ten clients with a statement and twenty receipts a month is roughly 10 hours of typing a month.
Pro is $149 once. If it saves you even two billable hours, it has paid for itself in the first month, and you keep it.
