Automate the repetitive parts of bookkeeping — categorization, reconciliation, and reporting — so your team can manage more clients without adding headcount.
Every new client adds hours of categorization, reconciliation, and formatting. Manual bookkeeping quickly becomes the bottleneck to growth.
Each new client means hours of manual categorization before you can even start real work.
It consumes valuable bookkeeping hours.
Bank reconciliations pile up as month-end approaches.
Reports often need manual formatting before they're ready for clients.
Growing your client roster means growing headcount at the same rate.
AI learns each client's chart of accounts to categorize new transactions automatically.
Keep books continuously reconciled instead of waiting until month-end.
Accountant-ready reports are generated with your firm's branding.
One bookkeeper can manage 3.4× more clients without extra hires.
Manage every client from one centralized workspace.
Many clients, tight deadlines, and zero tolerance for errors that make it back to a client's financial statements.
Manage every client from one centralized workspace. Switch between entities in seconds.
CashBooks learns each client's chart of accounts and categorizes transactions automatically.
Generate accountant-ready reports with your firm's branding — no reformatting in Excel.
Every AI-categorized transaction runs through review before it's finalized.
Instead of generic automation, CashBooks continuously learns from each client's books to make bookkeeping faster and more accurate.
Learns each client's chart of accounts
Improves categorization over time
Flags unusual transactions for review
Detects duplicate or missing entries
Suggests matches during reconciliation
Keeps reports consistent across every client
The same four-step flow runs for every client in your firm, whether you manage 8 or 800.
Link each client's bank, credit card, and existing QuickBooks Online.
CashBooks learns each client's chart of accounts and categorizes new transactions automatically.
Flagged and low-confidence transactions route to the right team member for approval.
Generate firm-branded, accountant-ready reports on schedule — no manual formatting.
14 hrs
saved per bookkeeper, per month
96%
of transactions categorized automatically
3.4×
more clients managed per bookkeeper
CashBooks has streamlined our reconciliation process and improved accuracy across our client accounts.
Managing Partner
CPA Firm
CashBooks streamlines our daily accounting workflow, saving time on reconciliation and improving accuracy across client accounts.
Senior Partner
Mid-Sized Accounting Firm
Join thousands of accounting firms using CashBooks to automate their accounting, ensure compliance, and accelerate growth with AI-powered insights.
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