Built for Accounting Firms
Automate the repetitive parts of bookkeeping — categorization, reconciliation, and reporting — so your team can manage more clients without adding headcount.
Client workspace
One view. Every client's books.
Automatically reconciled across client accounts
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 take on more clients without the firm adding headcount.
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.
All client books
CashBooks learns each client's chart of accounts and categorizes transactions automatically.
Transaction patterns → categories
Illustrative categories · learned from each client's books
Generate accountant-ready reports with your firm's branding — no reformatting in Excel.
Financial overview
Illustrative report · your firm's identity, not a template
Every AI-categorized transaction runs through review before it's finalized.
Review before finalizing
AI suggestion: Software
Illustrative review flow
Client-specific intelligence
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.
4
platforms you can onboard client books from
10 min
to onboard a client and start automating
30 days
free trial across your client books
CashBooks has streamlined our reconciliation process and improved accuracy across our client accounts.
CashBooks streamlines our daily accounting workflow, saving time on reconciliation and improving accuracy across client accounts.
Join the accounting firms using CashBooks to automate their accounting, ensure compliance, and accelerate growth with AI-powered insights.
