Accounting Software for CPA Firms
We help you move clients onto Bookkeeping AI and clean inputs upstream. You get a review‑ready package — so you approve and sign off faster.
For CPA Firms and Accounting Leaders
This page is for firms that want cleaner client data, predictable month‑end review, and a standard workflow across a multi‑system portfolio — without forcing a big‑bang migration.
Dozens or hundreds of clients spread across tools and formats — where review turns into cleanup.
Bookkeepers do the day‑to‑day, but your firm still owns accuracy, control, and sign‑off.
You want standardization and fewer surprises — without replacing everything at once.
Why Month‑End Review Becomes a Cleanup Project
When inputs come in from many tools and formats, “review” turns into technical repair. The result is peak stress at reporting periods and a growth ceiling on partner bandwidth.
Every period starts with cleanup — only then can the numbers be trusted for decisions.
Duplicates, gaps, missing documents, and VAT/tax errors consume senior time.
Standardizing process and data quality becomes nearly impossible across the portfolio.
Reporting peaks overload seniors and block firm growth.
Bookkeeping AI as a Data Preparation Layer
Collect documents through consistent channels, standardize the input, and produce a clean package for your review and filing.
Clients and their teams use one workspace — your firm receives the same format for every client.
Move clients in batches (not a big‑bang). Most firms start with a small set, prove the workflow, and then migrate the rest of the portfolio to Bookkeeping AI.
Two Modes for CPA Practices
- Digital document collection, OCR drafts, and categorization suggestions.
- Export packages into your current accounting system (as a short transition step).
- CPA layer: data quality dashboard (what’s collected, what’s missing, where risk is) and standardized exports for review and filing.
- Up to 90% of routine work is handled by the platform (AI Bookkeeper).
- You review only the exceptions the system flags — and keep control points, risk checks, and final sign‑off.
- You receive close‑ready books and reports, and spend senior time on tax planning and complex questions.
Reviewable Package for Sign‑Off
A cleaner package before review: fewer duplicates, gaps, missing documents, and obvious VAT/tax issues.
More checks happen earlier and more consistently, so senior time goes to judgment, not mechanical comparison.
One entry point for documents, categories, and control lists — regardless of where the books formally live.
When a client system hurts quality or speed, you can move them to Bookkeeping AI and standardize the workflow across the portfolio.
Quality Controls and Risk Views Before Close
Categorization suggestions plus anomaly, duplicate, and missing‑document detection.
Bank vs books mismatches, transactions without documents, and unusual VAT/tax patterns compared to client history.
A separate pre‑close view for risk areas, plus firm rules and thresholds for internal review reports.
How It Works (Pilot → Rollout)
Client count, systems in use, quality pains.
Create clients in the system; define document channels and baseline rules.
Run 3–10 clients through the workflow and measure review speed and correction volume.
Expand the client list within your practice and standardize how data comes in — so more work is handled consistently by the platform.
Team and Bookkeeping AI prep the data; you review, approve, and sign off on reports and filings.
Benefits for Partners
Less routine per client; easier to take on new clients without burning partner hours on technical cleanup.
More systematic checks before reports go to clients or authorities; fewer surprises at review or audit.
You’re no longer hostage to clients’ old systems; you have your own front standard — Bookkeeping AI — and can gradually move clients to full bookkeeping on the platform.
You offer not just “signing reports” but a clear, modern process; easier to argue: “Let’s move to this platform — I’ll work faster and you’ll get more stable, accurate numbers.”
Get Started With a Pilot
Tell us which systems you use and which clients create the most quality issues.
We map the workflow for your portfolio and where “up to 90% routine” for small clients makes sense.
We set up 3–10 clients on the new process and measure time saved on review and correction volume.
Which clients to expand to next and how to standardize the workflow across the portfolio.
Tell us about your portfolio and we’ll show you how Bookkeeping AI can help your firm.