Your bookkeeping health, at a glance.
Get an instant overview of your books with health scores, issue detection, and actionable recommendations—before small problems become costly ones.
Free forever plan · No credit card required · Read-only connection
Your books are in good shape — a few items need review.
Likely duplicate transaction
Amazon Web Services for $412.90 on Mar 12 matches txn #8842
Receipt missing
Expense — $1,284.00 on Mar 09 (United Airlines)
Expense needs a category
Stripe payout — $8,241.55 on Mar 07
Clean up your QuickBooks file before you pay a bookkeeper.
Run a free AI health check that finds uncategorized transactions, duplicates, missing receipts, and reconciliation gaps — then gives you a clear fix list you can hand off or handle yourself.
- No credit card required
- Read-only QuickBooks connection
- Takes just a few minutes
Trusted by finance teams and CPAs at growing businesses
From messy ledger to audit-ready in three steps.
No spreadsheets. No consulting engagements. Just a quiet second set of eyes on your books.
Connect your books
Read-only connection to QuickBooks in under a minute. We never move money and never write to your ledger without permission.
We score every transaction
Six weighted checks run continuously — categorization, duplicates, receipts, descriptions, reconciliations, and balances.
Fix and hand off, clean
Resolve issues in-app or export an audit-ready PDF for your accountant. No more month-end scrambles.
Everything you need to close the books with confidence.
Continuous health score
A single 0–100 number that reflects the real state of your books, updated on every sync.
Early warning signals
Duplicates, missing receipts, and anomalies flagged weeks before your CPA sees the file.
Category confidence
See which transactions may be miscategorized and fix them in a single click.
Cash-flow foresight
Runway and burn based on real transaction history — not a stale monthly export.
Audit-ready exports
One-click PDF of your health score, issues, and resolutions. Send it, file it, done.
AI Insights
Smart recommendations to improve your books and grow your business.
Simple plans that grow with your books.
Start with Free or Pro today. Premium and Bookkeeper are coming soon — join the waitlist to get early access.
For solo owners keeping an eye on the basics.
- 1 QuickBooks connection
- Monthly health analysis
- Top 5 bookkeeping issues & recommendations
- AI financial insights
For growing businesses that need continuous coverage.
- Everything in Free
- 2 QuickBooks connections
- Weekly health analysis
- Up to 15 bookkeeping issues & recommendations
- Resolution checklists & affected item tracking
- Smart alerts and notifications
For businesses that want deeper visibility and team access.
- Everything in Pro
- Up to 5 QuickBooks connections
- Daily health analysis
- Unlimited bookkeeping issues & recommendations
- Team access
For bookkeeping firms and fractional CFOs managing multiple clients.
- Everything in Premium
- 10 QuickBooks connections
- Multi-client dashboards
- Client collaboration tools
- Workflow management
- Receipt management
- Team management
- Advanced analytics
- Branded reports
Scale as you grow with additional connection packs.
Answers before you ask.
Get your first health score today.
Connect QuickBooks, see exactly what's wrong, and hand your accountant a clean file for the first time in years.
Free forever plan · No credit card required