Client intake for accounting firms
Automate your client intake
Your new client connects their banks once. We pull the transactions, clean them up with AI, and hand you a finished onboarding profile — usually before your first call.
Connect once
The client picks their banks and credit cards in a screen they already trust. Multiple institutions, one sitting.
Clean books on arrival
Every transaction gets a real merchant name and a chart-of-accounts category, with a confidence flag on the judgment calls.
Ready before the call
You get the profile in your admin panel — balances, accounts, categorized transactions, and a one-click CSV for your ledger.