Send a magic link. Clients categorize. You review and post to QuickBooks — all in one workflow.
One-click QuickBooks Online OAuth. Pull transactions, post categorizations back automatically.
Clients click a link, categorize transactions, and submit. No login, no portal, no friction.
Review client submissions, override categories, approve or return — then post to QBO in one click.
Control exactly which fields each client sees — category, class, customer, receipts, memos, and more.
Learns from approved transactions. Auto-suggests categories for repeat vendors so clients categorize faster.
Require receipts over $75, enforce class selection by vendor — prevent errors before they happen.
Clients attach receipts per transaction — JPEG, PNG, WebP, or PDF up to 5 MB. All in one place.
Watch QBO accounts for new uncategorized transactions. Auto-import and notify clients on your schedule.
Firm-wide dashboard — client count, turnaround time, top vendors, top categories, and smart categorization stats.
Built for accounting firms. Self-hosted. Your data stays yours.