We keep your Xero or QuickBooks books reconciled and help you spot unbilled work and overdue invoices. Answer quick questions by text and approve every customer reminder.
Start with a free money check. Connect your books and, usually within minutes, we'll show you the drafts never sent and the invoices overdue.
Example
Your money check
The money check is free and yours to keep. If you like what you see, we keep your books every month.
Your name, your business, your email, and whether you're on Xero or QuickBooks Online.
1 minuteApprove access in Xero's or QuickBooks' own window. No passwords shared, and you can disconnect us any time.
2 minutesUsually minutes after you connect your books (within a day at most): draft invoices that were never sent, who owes you, and how late they are. We email you when it's ready.
Usually minutesClean books and found money, for a few one-tap questions a month. You stay in control: we never move money, and nothing reaches a customer until you approve it.
Last month reconciled to the bank's own balances, with a short report that leads with money you're missing.
Friendly reminders at 7, 14, 30 and 60 days, in your voice. Nothing is sent until you tap OK.
A weekly look for finished jobs that never became an invoice.
Unclear charge? Pick from three choices. Your answer becomes a rule, so we don't ask twice.
For Illinois, Florida and Maine businesses (more states coming), checked against current rates. You file and pay; we never do.
You invite us into your books. Banks link read-only through Plaid, on Plaid's own screen.
The money check is free. Monthly bookkeeping is one fee, with no hourly billing.
For one business with up to 3 bank or card accounts and about 250 transactions a month.
No card needed for the money check. Higher volume or more than one business? Get a fixed quote.
Draft invoices for finished work that were never sent, customers who owe you and how overdue they are, and anything odd we spot, like a customer charged twice. See a sample. It's yours to keep whether or not you sign up.
No. We work inside the Xero or QuickBooks Online account you already have, and you keep paying for it directly. If you're on something else, email us and we'll tell you honestly whether we're a fit.
Never. You invite us as your bookkeeper from inside Xero or QuickBooks. For your bank, you either link it read-only through Plaid (you sign in on Plaid's own screen) or upload monthly statements.
No. We never pay, refund, or file. Customer invoices and reminders go out only after you tap OK. Where we prepare your sales tax worksheet, you file and pay.
A few minutes to set up, then a handful of one-tap questions a month by text or email. Each answer becomes a rule, so the questions get fewer over time.
Yes. Tell us how far back, and we'll review the backlog and give you a fixed, written quote for the catch-up before any work starts. If your books are current, onboarding is included.
The plan covers one business with up to 3 bank or card accounts and about 250 transactions a month. If you're consistently above that, we'll tell you ahead of time and agree a new price. There are no surprise overage charges.
Any time. Monthly bookkeeping is month to month and ends at the end of the month you cancel. Your books stay in your own Xero or QuickBooks account.
Local businesses that bill after the job (studios, trades, contractors, agencies, cleaners, landscapers) anywhere in the US, on Xero or QuickBooks Online, often taking cards through Stripe or Square. The sales tax worksheet is for Illinois, Florida and Maine businesses for now (more states coming); everything else works the same in every state.
Four quick answers. Then you connect your books from your portal, and your money check is usually ready minutes later.
Not ready? Preview a sample money check
