We estimate 30–90 minutes saved per client close vs manual Excel tie-out. $29/mo covers unlimited clients — less than one hour of most solo bookkeepers' billable rate.
For bookkeepers closing more than one set of books a month.
✓Unlimited tie-outs
✓AI 'Likely Cause' suggestions on every variance
✓Branded PDF — your firm logo + name, no watermark
✓Prior-period carryforward verification
✓Saved client profiles (persistent COA mappings)
✓CSV export of full worksheet
✓Shareable read-only worksheet links
✓Everything in Free
Billed monthly via Stripe. Cancel anytime.
NoteWe're a new product without paying customers yet, so we don't show testimonials, user counts, or "trusted by" logos. The time-savings range above is an estimate based on the manual workflow steps the tool replaces — not a measured study. We'll publish real numbers when we have them.
When the upgrade makes sense
01
You close more than 1 book a month
Free covers a single client. If you're running 5+ closes, every additional client is one Pro subscription away.
02
You bill your time
We estimate 30–90 minutes saved per client close vs manual Excel tie-out. At $50–75/hr opportunity cost, the math works out for most solo bookkeepers around the 2nd client.
03
You hand PDFs to clients
The free PDF carries a diagonal preview watermark. Pro gives you branded, clean, client-ready deliverables.
Questions
Yes. Trial balance and subledger CSVs are parsed entirely in your browser — the raw files never leave your machine. On the paid plan, only flagged variance rows (account name, GL balance, subledger total, variance) are sent to Claude for cause suggestions. We do not store the rows we send to AI; they exist only for the duration of the request.
Close the books before Monday.
Start with one client on the free plan. Upgrade when you're running the second.