Monthly Bookkeeping
Bookkeeping
closed every month
Accurate bookkeeping services that help you track income, expenses, and financial performance with confidence.
Effortless financial management
Our platform handles the heavy lifting, so you can focus on growing
Seamless data integration
Automatically pull in your financial data from banks, credit cards, and tools like Shopify, Stripe, Square, Gusto, and more, with no more manual data entry.
Smart transaction categorization
Our smart system leverages details from your receipts, bank feeds, and historical transactions to automatically categorize your financial records with pinpoint accuracy.
Hassle-free document handling
Our smart document processing guides you step-by-step, pulling data from your bank statements and updating your reports in minutes.
Every month
In your hands by the fifth working day, or you hear why before it.
Financial deliverables
What you receive every month
Complete clarity on your profit margins, operational expenses, and tax obligations with professional monthly financial reporting.
Income Statement (P&L)
Detailed monthly revenue breakdowns, cost of goods sold (COGS), and categorized operating expenses.
Balance Sheet
A snapshot of your company's assets, liabilities, and equity to evaluate your true financial health.
Cash Flow Statement
Track inbound cash inflows and outbound expenditures to maintain clean working capital buffers.
Year-End Tax Package
Organized tax-ready financial packages formatted specifically for your CPA or tax advisor.
Ecosystem integration
Seamless sync with your favourite tools
Bank and credit card feeds connect the same way, read-only, from any institution your aggregator supports. If something you use is not listed, ask. The connection is usually the easy part.
Getting started
What we need from you
Five things, once. After that the feeds do the fetching.
Missing one of them? Send what you have. We will tell you what is still outstanding before the first close, not in the middle of it.
Frequently asked
Frequently asked questions
Everything you need to know about our automated bookkeeping and advisory services.
Know where you stand on the fifth of every month
Feeds connected once, reconciled by a named bookkeeper, and four statements in your hands before the month is a week old. No chasing, no year-end scramble, and a tax package your CPA can file from.
Start monthly books
Start monthly books
Tell us about the business and we'll quote the month
Send the details below and a bookkeeper picks it up the same working day. The quote depends on volume and software, which is why both are asked for here rather than after a call.
- Reconciled to the bank, not just categorised
- Statements you can read, delivered on a fixed date
- The same bookkeeper each month, who knows your file
- Your accountant gets what they need at year end