Service page
Automated bookkeeping
Set up clean books with automation-first rules and guided self-serve onboarding.
- Guided chart of accounts setup
- Automation-first rules library
- Bank and card connections
What is included
- Chart of accounts mapping with templates.
- Bank, card, and payment source connections.
- Baseline automation rules for common vendors.
- Opening balance checks and migration support.
- Self-serve training and documentation.
FAQ
Automated bookkeeping FAQ
How long does setup take?
Most clients complete onboarding in hours with guided templates.
Can we customize the chart of accounts?
Yes, we tailor categories to your business model and reporting needs.
Is this suitable for multi-currency businesses?
Yes. Multi-currency setup is supported in configuration.
What if we already have data in another system?
We can import balances and historical data during setup.