Tax season brings the statements. QBuddy brings the books.
Your clients hand you twelve months of bank statements in March and expect a return in April. Our largest firms are tax firms, and this is the job QBuddy has done for them since 2017: a year of statements read, sorted, proved against the bank and posted into QuickBooks while your preparers prepare.
The busiest weeks of your year are when the typing lands.
Small business clients rarely send statements month by month. They send the whole year when the return is due, often as scans, sometimes with handwritten checks, always in a hurry. That puts the most typing on the calendar exactly where your team has the least time, and every hour spent keying in a statement is an hour not spent on the return, the planning conversation or the next client in line.
The usual answers all cost something: overtime, seasonal help that needs training, or extensions that push the work into a second crunch.
Twelve statements in. One year of books out.
Send the year
Pick the client, add all twelve statements, digital or scanned, and send them together.
QBuddy reads and sorts
Every line and every check, sorted by that client's own rules and chart of accounts.
BalanceProof checks every month
Credits, debits and ending balance tied to the bank's own totals, statement by statement, before anything posts.
Your team reviews and posts
One click into QuickBooks Online or any Windows Desktop version. The return starts from clean books.
A real year, posted in 16 minutes.
We recorded it in one take: a sample company's twelve monthly statements, 432 transactions, sent at once, read, proved and posted into QuickBooks Desktop. Typed by hand at 2 minutes each, the same year is about 14 hours of work.
Built inside tax firms, season after season.
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
The firms that started with QBuddy a decade ago are still with it. None went back.
What a season looks like with QBuddy.
The way it has always been done
- A year of statements typed under deadline
- Seasonal help to hire and train
- Extensions when the pile wins
- Totals checked by hand, if there is time
With QBuddy
- A year of statements sent in one afternoon
- The same team, more returns
- Every PDF statement proved against the bank
- Clean books before the return starts
One weekly price, however big the season gets.
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.
Read next
See it on your own statements.
Book a 15-minute demo and bring the messiest statement you have. We will run it live.
