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How it worksSoftware does the grind. A CPA signs the month.
Here's exactly what happens to your money, every day — and what you'll actually see.
ALDEVA247 to reviewReviewed & signed by a CPA
Set up once. Runs every day.
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 weeksIt 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 weekA 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 monthWhat happens to a transaction.
From your bank, card, Square, Stripe, Zelle — or as a bill or receipt in your Gmail or Outlook inbox.
Using your own rules, your industry and your history with that vendor. If it's routine, it's posted to your books with a note saying why.
A new vendor, an amount that's out of pattern, a possible duplicate, a bill over your limit. Nothing is guessed.
Your answer teaches the system, so next time it posts by itself.
Accounts matched to statements, month-end entries booked, a CPA reviews and signs. Reports land in your inbox.
Bills, invoices, payroll and cash.
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.
Two real walkthroughs.
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
Works with what you already use.
Any bank, credit union or credit card · QuickBooks Online today, Xero and more coming · bills & receipts from Gmail and Outlook · Square, Stripe, Zelle, Venmo, Jobber, Housecall Pro