QuickBooks Online
LiveFull read and write against your chart of accounts, customers, vendors, invoices, bills, payments, and journal entries. Connected once by OAuth, revocable by you at any time.
Staff Accountant · AI employee · 24/7 available
Your next client shouldn't depend on your next hire.
Hire a Staff Accountant that keeps the ledger, runs reconciliations, and prepares the close — so your senior team stays on review, judgment, and clients.
Works with QuickBooks Online. Xero and NetSuite next.
Why an employee
Firms don't lose clients because their tools arebad.
They lose them because the work arrives before the person who can do it.
- 01
You can't hire fast enough.
Taking on the next client means finding, vetting, and training the next accountant — then keeping them. Growth is gated on headcount that never arrives on the timeline the work does.
- 02
You can't replace the ledger.
The books are the business. Moving a firm off its accounting system, or rebuilding a close that already works, costs a year you don't have and puts the one system everyone trusts at risk.
- 03
So put a worker on top of it.
Not a new system of record. An employee that works inside the one you already run, taking the high-volume, judgment-light work off your seniors so they stay on review, exceptions, and clients.
Staff Accountant / Available now
Work your firmcan hand off.
- 01
General ledger & journal entries
- 02
Account reconciliation & discrepancy investigation
- 03
Accruals, prepaids, amortization & recurring entries
- 04
Month-end, quarter-end & year-end close support
- 05
Financial statements & accounting reporting
- 06
Account & variance analysis
- 07
Audit readiness, evidence & compliance workpapers
07 areasPrepared for senior review
Built for professional review
Work moves forward.Judgment stays with your firm.
An accountant you cannot audit is an accountant you cannot use. So here is what it hands you — every action scoped, evidenced, and waiting on the reviewer who signs it.
In the margin
- 01
Defined scope
It works only on the businesses your firm assigns it, under the responsibilities you set. Access to a set of books is granted once, held by your organization, and revocable at any time.
- 02
Review before reliance
The model proposes; it does not post. Every consequential change waits at an approval gate, and every change that is made leaves an immutable record of what moved, on whose authority, and against which source.
- 03
Exceptions surfaced
When the evidence does not support an action, the work stops and returns a specific question rather than a confident guess. Missing support is escalated by design, never assumed away.
Your reviewer signs, not the model
The ledger
Deep on QuickBooksbefore wide on everything.
An accountant who half-knows your ledger is worse than no accountant. We went all the way in on one system first, and the rest follow.
- Accounting
Next - ERP
Next - Accounting
Next - ERP
Next
01 live · 04 plannedTell us which you need
MCP access
Reach your Staff Accountantfrom anywhere.
One employee, one set of books. Assign, review, and approve from CoWork, Claude, Codex, or any MCP client — no new dashboard for your team to learn.
Staff Accountant · one employee
WorkingAcme Co · March reconciliation
2 exceptions flagged · 1,816.40 · prepared for review
CoWork
Workspace
Claude
Desktop & web
Claude Code
Terminal
Codex
Terminal & IDE
04 verified · Any MCP-compatible clientSame employee, same context
One clear basePricing.
A simple starting price for small businesses, with subscriptions opening later.
Founding price.
$79per month
Your rate, locked in for as long as you stay subscribed
Included
- AI Staff Accountant workspace
- Multiple businesses in one organization
- QuickBooks Online integration
- Customer-controlled access and approvals
- Accounting workflows, files, and work history
Before you ask
The questions thatcome up first.
15-minute conversation
See how it worksinside your firm.
Bring a recurring workflow, a close bottleneck, or one client-accounting constraint. We’ll map what can be handed off and where your team should retain review and judgment.
Select a time15 minutes / Video call
Prefer a separate window? Open the calendar