Aldeva Finance
Bookkeeping & accounting on autopilot

We fully automate your accounting.

Every bank and card transaction lands in your own books, sorted. You approve only the few that need you. A CPA closes and signs every month. We set it all up for you.

Report in 48 hours · No card needed · Your books stay in your own software

Built for your kind of business

Which one sounds like you?

Already have a bookkeeper you love? Keep them — we automate the grind

Not sure which fits? Answer 2 quick questions.

1. Who does your books today?

2. Yearly sales, roughly?

Today
247

transactions waiting for you

  • Clicking "Add" and "Match" one by one
  • Guessing what a charge was three weeks later
  • Receipts in the truck, the inbox, the drawer
  • Books always a month behind
  • No idea what cash looks like next month
With Aldeva
7

that actually need you

  • Everything routine is posted for you
  • You approve the odd ones in minutes
  • Bills and receipts pulled from your email
  • Month closed and CPA-signed, every month
  • 13 weeks of cash, week by week
How it works

Three steps. We do the hard part.

We set it all up

We connect your bank, cards and accounting software, clean up what's there and learn how your business works.

Live in 2–4 weeks

It runs every day

Transactions are posted for you automatically. You get a short list of the few that need your OK — usually a handful, not hundreds.

About 10 minutes a week

A CPA closes your month

Accounts matched to the bank, month-end entries booked, reviewed and signed by a CPA. Your reports land in your inbox.

Every month

See the details

What lands in your inbox every month

Real numbers you can actually read.

No 40-page reports. Four things that tell you how the business is doing — and a CPA's signature that it's right.

SAMPLE

Profit & loss · October

Sales$128,400
Materials & subs($52,900)
Payroll($38,400)
Overhead($14,700)
Profit$22,400
SAMPLE

Cash · next 13 weeks

Week 7: payroll + quarterly tax. Lowest point $61k — covered.

SAMPLE

Needs your OK

New vendor · Coastal Pool$2,310
Unusual · FPL Electric$1,948
Possible duplicate$1,285
Needs a receipt$689

7 items · 240 posted for you

SAMPLE

CPA sign-off

October 2026 books are complete, matched to all bank and card statements, and reviewed.

A. CPA

Signed Nov 10 · licence on file

Everything we take off your plate

One team for all of it.

Your books, every day

Every bank and card transaction posted to the right place in your books. You approve only the few that need you.

Pay your bills in a few clicks

One list of what's due. Click, click, click — paid from your bank and marked paid in your books.

Get paid faster

Friendly email and text reminders with a pay-now link. Our AI assistant calls customers who are late.

Payroll, done in-house

We run your payroll ourselves: direct deposit, tax deposits from your own account, quarterly filings, W-2s. No separate payroll company.

Budget & 13-week cash

A simple budget and a week-by-week cash forecast, so you see what's coming before it hits.

Taxes, ready on time

Year-end is easy when the books were closed every month. Tax filing available.

Compare

What you'd do otherwise.

The honest comparison for an owner-run business.

Doing it yourselfPart-time bookkeeperLocal CPA firmAldeva
Your timeNights and weekendsAnswering their questionsGathering paperworkAbout 10 min a week
Books up to dateWhen you get to itWeeks behindOften at tax timeEvery day
Month closedRarelySometimesQuarterly or yearlyEvery month, CPA-signed
Bills, invoices, payrollAll on youPartlyUsually notDone for you
Cash forecastNoNoExtra fee13 weeks, included in most plans
CostFree — plus your eveningsHourly, plus your timeMonthly fee + tax-season billsFrom $650/mo, prices published
Our commitments

Our promises, in writing.

What you can count on from day one.

Your books stay yours

Everything lives in your own accounting software. We work inside it — nothing is locked in our system.

Leave anytime, keep everything

If you go, your books, history and reports stay with you. We help with the hand-off.

A real person, one message away

Automation does the grind; people answer your questions and a CPA signs the month.

We tell you where automation is used

Every automatic entry is labeled with why it was posted, so you can see and undo it.

We never hold your money

Bills are paid from your own bank through the payment service you choose. Aldeva never touches the funds.

We never sell your data

Your numbers are used to do your books. That's it.

See it working

A real month, start to finish.

Every screen, every step: the books, approvals, paying bills, collecting invoices, payroll, cash and the CPA-signed close.

A month at Coastline Roofing

Small business · $3.2M roofing company · about 3 min

Inside Meridian Home Services Group

Growing company · $28M, 3 companies, 4 locations · about 2.5 min

Pricing

Simple monthly plans. Prices out in the open.

Local businesses from $650/mo. Growing companies from $2,750/mo. Your exact quote comes with your free review.

See all plans

Questions

Straight answers.

Is my financial data safe?

Yes. Bank connections use the same secure, bank-approved services that most finance apps use, and we never see or store your bank passwords. Your books stay in your own accounting software. See our security page.

Do I lose control of my books?

No. They're your books, in your software. You see every entry, you approve the ones that need judgment, and every automatic entry is labeled so you can review or undo it.

What if the system gets something wrong?

Anything new or unusual comes to you instead of being guessed — a new vendor, an odd amount, a possible duplicate. Then a CPA reviews the whole month before it's signed. Mistakes get fixed before your books close.

Which software and banks do you work with?

QuickBooks Online today, with Xero and others coming. Any bank, credit union or credit card — through a secure bank connection or a statement file. Bills and receipts can come straight from your Gmail or Outlook inbox.

I already have a bookkeeper. Do they go away?

Not unless you want them to. Many clients keep their person and let Aldeva do the data entry, so their bookkeeper works on the things that need judgment. See how that works.

What if I want to leave?

Your books are already in your own software, so you keep everything — history, reports, and our notes. We help with the hand-off.

More questions

Free books review

See what autopilot looks like for your books.

Takes 60 seconds. Your report arrives within 48 hours.

About your business

What kind of business?

Who does your books today?

Pick one answer for each question.

Your books

Which accounting software?

Yearly sales, roughly?

Pick one answer for each question.

Where should we send your report?

Please fill in your name, email and mobile.

No card. No obligation. We never ask for passwords — you'll connect your books securely in the next step.

Thanks — we're on it.

Here's what happens next:

  1. We email you a secure link to connect your books (the official QuickBooks connection — no passwords shared).
  2. We review your last 90 days.
  3. Within 48 hours you get your report: what's working, what's messy, and what autopilot would look like.

Questions in the meantime? Call (647) 521-9929.

Get my free books review