More clients. Same team. No more typing.
Monthly bookkeeping is a promise you keep over and over, for every client, every month. QBuddy takes the part that scales worst, getting every bank statement into QuickBooks correctly, so your capacity grows with your client list instead of your payroll.
Typing is the ceiling on how many clients you can serve.
Every new client adds statements, and every statement adds typing. Hire to keep up and the margin shrinks; do not hire and the close slips. Most bookkeeping firms hit that ceiling long before they run out of clients who want them.
Every client keeps its own rules, every month.
Your categorization, applied the same way every month
QBuddy sorts each line with that client's own chart of accounts and rules, and remembers which QuickBooks account each statement belongs to, even when the bank spells it differently next month. A new hire inherits the firm's logic on the first day.
The screens on this page are QBuddy with a sample firm and invented data.
A close you can sign off on.
BalanceProof ties every PDF statement to the bank's own credits, debits and ending balance before anything posts. If one total disagrees, QBuddy stops and shows you which one and by how much. Reviewers review the exceptions instead of adding columns again.
Proved before posting
Credits, debits and ending balance, every PDF statement.
Never sent twice
If a posting stops halfway, QBuddy picks up where it left off.
Online and Desktop
Each client on QuickBooks Online or any Windows Desktop version, switched with one click.
Grow the client list, not the payroll.
QBuddy works for the whole firm at one weekly price: every person, every office, every client, on QuickBooks Online or any Windows Desktop version. It costs your firm less each week than one person's day of typing, and the owner dashboard counts every hour it gives back, with your own rates.
bank statements read for accounting and tax firms since April 2017, by our own records
transactions read off those statements, every one a line nobody had to type
clients at our largest firm, a tax firm, every one of them on QBuddy
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See it on your own statements.
Book a 15-minute demo and bring the messiest statement you have. We will run it live.
