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For local & owner-run businessesStop doing the books. Start knowing your numbers.
You're on the job, in the truck, on the floor. We post every transaction for you, you approve the few that need you, and a CPA closes your month.
Report in 48 hours · No card needed · Your books stay in your own software
Owners tell us the same five things.
All of it. Done for you.
- Every transaction posted for youBank, cards, Square, Zelle, Venmo — sorted into your books automatically.
- You approve only the odd onesNew vendor, strange amount, possible duplicate. A few taps on your phone.
- Bills paid in a few clicksOne list of what's due, paid from your bank, marked paid in your books.
- Late customers chased for youEmail and text reminders with a pay-now link, plus an AI assistant that calls.
- Payroll, run in-housePaychecks, tax deposits, quarterly filings and W-2s — no separate payroll company to pay.
- Cash for the next 13 weeksSee the slow week coming before it hits, and a simple budget to steer by.
- Month closed, CPA-signedClean numbers your bank, your insurer and your tax preparer can trust.
- Catch-up included in setupBehind? We bring the books current as part of getting you live.
A month at a $3.2M roofing company.
A month at Coastline Roofing
Small business · $3.2M roofing company · about 3 min
Two ways your week can go.
Without
- Long day on the job, then the laptop comes out at 9 pm
- Trying to remember what a $412 charge was
- Receipts lost in the truck
- A supplier calls about a late bill
- You guess whether you can afford the new hire
With Aldeva
- Transactions already in the books
- Ten minutes approving 7 items on your phone
- Receipts pulled from your email automatically
- Bills paid with three clicks
- You open the cash forecast and know
Live in 2–4 weeks. We do the setup.
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 monthLess than a part-time bookkeeper.
A full-time bookkeeper in Florida costs about $50k–$84k a year with taxes and benefits. Aldeva starts at $650 a month — and you also get the CPA sign-off, bill pay, collections and a cash forecast.
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.
My books are a mess or behind. Can you still help?
Yes. The free books review shows exactly where things stand, and we catch you up as part of setup.
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.
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.