Scale Your PracticeWithout More Overhead
Automate month‑end and serve up to 3× more clients—without hiring.
Save time • Cut errors • Sync to QuickBooks
Practice Growth Potential
Break Through Growth Barriers
Stop losing profitable opportunities due to capacity constraints
Month-end closing takes 2-3 days per client. You're constantly behind, working weekends, and can't take on new business.
Typing mistakes require hours of reconciliation. Clients lose trust when numbers don't match. Corrections delay reporting.
Fixed monthly fees but increasing time per client. You're working harder for less profit and can't justify rate increases.
The Bookkeeper's Growth Engine
Automate the tedious work and focus on growing your practice
Direct integration with QuickBooks and Xero. Bank statements process automatically, with transactions pre-categorized and ready to review.
99%+ accuracy eliminates reconciliation errors. Standardized formatting ensures consistent data quality across all clients.
Handle 3x more clients with your current team. Reclaim 30+ hours per month to focus on business development and client relationships.
Bookkeeping Workflow Transformation
See how automation transforms every aspect of your monthly process
Traditional Process
- 1. Request statements from client
- 2. Download and organize files
- 3. Manually enter each transaction
- 4. Categorize and code entries
- 5. Reconcile with bank balances
- 6. Fix errors and discrepancies
- 7. Generate monthly reports
With StatementConverter
- 1. Client uploads via secure portal
- 2. Auto-process in 30 seconds
- 3. Import directly to QuickBooks/Xero
- 4. AI categorization pre-applied
- 5. Auto-reconcile with bank data
- 6. Review flagged items only
- 7. One-click report generation
Native Accounting Software Integration
Direct connections to the platforms your clients already use
- • Direct API connection to QuickBooks Online
- • Auto-categorization using existing chart of accounts
- • Bank rules sync for consistent processing
- • Automatic reconciliation with QB bank feeds
- • Bulk upload with error handling
- • Native Xero API integration
- • Respect existing coding rules and categories
- • Multi-currency support for international clients
- • Automatic bank statement reconciliation
- • Batch processing with validation
CSV export
Compatible format
Excel import
Native XLSX
Practice Growth Calculator
Calculate how many more clients you can serve with automation
Current Practice
With Automation
Bookkeeper Success Stories
Real results from bookkeeping professionals scaling their practices
"Went from 45 clients to 120 clients in 8 months. The automated reconciliation gave me my weekends back and let me focus on growing the business."
"Our 3-person team now handles what used to require 8 people. We're more profitable than ever and can offer same-day reporting to our premium clients."
"The QuickBooks integration is seamless. Month-end close went from 2 weeks to 2 days across all our clients. Error rates dropped to practically zero."
Bookkeeper-Focused Features
Tools designed specifically for monthly reconciliation workflows
Track processing status across all clients. See who needs attention, what's completed, and manage deadlines from one view.
AI learns from your existing categorization patterns. Maintains consistency across clients while adapting to each business type.
Upload multiple statements simultaneously. Process month-end for all clients in parallel instead of one at a time.
Bookkeeper FAQ
We connect directly to your clients' QuickBooks Online accounts via API. Processed transactions sync automatically with proper categorization based on existing rules. You review and approve before final posting. It works with both your QB subscription and your clients' separate accounts.
Yes. Our multi-client dashboard lets you batch process statements for multiple clients simultaneously. You can track progress, manage deadlines, and maintain separate categorization rules for each client while processing dozens of statements in parallel.
We use bank-level security with end-to-end encryption and automatic data deletion. You can confidently offer our client portal where customers upload their own statements. We're SOC 2 certified and maintain separate data isolation for each of your clients.
Our AI achieves 90%+ accuracy on initial categorization and learns from your corrections. For recurring clients, accuracy improves to 95%+ as the system learns your specific categorization preferences. You always maintain final control over all transactions.
Yes. Our Professional and Enterprise plans include white-labeling options. Your clients upload statements through your branded portal, and all communications come from your domain. This positions you as the technology provider while we handle the backend processing.
Ready to 3x Your Client Capacity?
Join bookkeepers saving 70% of their reconciliation time and serving triple the clients
30-day free trial • Process 50 statements free • QuickBooks integration included