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SPECIALIST #06Active now

Bookkeeping

Keeps your books current

Books categorized nightly — month-end is a review, not a project

Categorizes every transaction nightly, flags anything odd, and preps the package your CPA actually wants — without you opening QuickBooks.

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Included on
CorePlusPro
Keeps your books current
What it does

Meet your Bookkeeping Agent

Pulls transactions from QuickBooks, Stripe, and your bank feed nightly and categorizes them against your chart of accounts
Auto-applies the high-confidence calls silently, sends only the unsure ones to your review, then learns your answers
Flags anomalies — duplicate charges, unusual amounts, unknown vendors, a category that suddenly changed
Runs the month-end P&L with a one-paragraph summary, and tracks expenses against tax categories so tax time is a handoff, not a scramble
Builds the quarterly and annual CPA package so your accountant gets clean books, not a shoebox
Sets your books up at signup — automatically on Core and Plus, with 48-hour assisted QuickBooks onboarding on Pro
Manages the QuickBooks connection itself so you are not the one re-authorizing it
How it supports you, in action

From last night's charges to clean books

User flow · Bookkeeping
System6am daily syncPulls new transactions from QuickBooks and Stripe
SpecialistCategorizes each oneAgainst your chart of accounts, with a confidence score
SpecialistFlags the unusualDuplicate charges, unknown merchants, out-of-pattern amounts
Your callYou clear the few unsureOnly low-confidence items reach your review queue
SpecialistMonthly P&LRevenue, expense, net — delivered on the 1st
Hand-offQuarterly tax-prepA CPA-ready package, no cleanup required
Works with the team

Where it sits in the line

Bookkeeping is the financial source of truth other specialists build on — clean categorized data flows outward.

Feeds in
QuickBooks + Stripe
transactions in
Hands off to
Cash Flow & AR
feeds forecasting
Compliance
supplies 1099 data
Your CPA
receives tax-prep
Value to the business

What it’s worth to the shop

Your books stop being a quarter-end scramble. Every morning they're current, categorized, and clean — and the one thing you'd never want to hand off, moving money, it simply never does.

Books current every morning

Last night's transactions pulled, categorized, and filed before you're up — so month-end is a quick review, not a weekend project.

Catches what's off

Duplicate charges, unknown merchants, amounts out of pattern — flagged for your eye instead of slipping through to your CPA.

CPA-ready, on schedule

Quarterly tax-prep batches your accountant can pick up and use without cleanup — no shoebox, no last-minute panic.

≥95%
categorization accuracy vs. your final call
Nightly
books current every morning
$0 moved
it never touches your money
How you interact with it

Low-confidence categorizations show up as approval cards on Today. You tap yes/no; Bookkeeping learns your shop's patterns over a few weeks. The month-end P&L lands by email with a one-paragraph summary. It never moves money and never files a return — clean books and a CPA-ready package are the deliverable.

You stay in charge

What runs automatically vs. needs your approval

Runs automatically
  • Daily sync and categorization of high-confidence transactions
  • Flagging anomalies for your review
  • Monthly P&L summaries
  • Learning rules from your corrections
Waits for you
  • Low-confidence categories land in your review queue
  • Sending the tax-prep package to your CPA the first time
  • New categorization rules it wants to learn

Bookkeeping never moves money. No bill-pay, no transfers, no refunds — it reads, categorizes, and reports only.

How it helps the shop

Books go behind because categorizing two hundred transactions at month-end is nobody's favorite hour. Bookkeeping does it nightly so month-end is a review, not a project.

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