Managing multiple client accounts is easier with CashBooks. The platform automates repetitive tasks, reducing manual work and helping your team focus on higher-value client services.
Every new client adds hours of categorization and reconciliation — hours that come straight out of billable time.
The same transactions get re-entered and categorized by hand, client after client.
Reconciliation happens in isolated batches, with no single view across your practice.
Status updates go out over one-off emails, client by client.
Taking on a new client means finding hours you don't have.
Growth slows because every additional client increases manual bookkeeping work.
AI categorizes transactions automatically, using each client's own chart of accounts.
One dashboard shows every client's reconciliation status at a glance.
Clients get updates and requests through CashBooks, not scattered email threads.
Bookkeepers on CashBooks manage significantly more clients on average — without adding hours.
Review only AI-flagged transactions instead of checking every entry manually.
See the status of every client, automate the repetitive work, and keep every set of books audit-ready.
See which clients are reconciled, which are behind, and what needs your review today.
Transactions flow in automatically and get categorized by AI — no re-entering the same data every week.
Match transactions against bank statements in minutes, with discrepancies flagged automatically.
Share reports and requests directly through CashBooks instead of chasing clients over email.
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 data.
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.
11 hrs
saved per bookkeeper, per month
18
clients managed on average by CashBooks users
99.9%
accuracy on AI-categorized transactions
CashBooks simplifies our daily bookkeeping workflow, reducing manual work and helping us deliver accurate results faster.
Senior Bookkeeper
Growing Bookkeeping Practice
CashBooks helps us manage more clients with less manual work. It has completely changed our workflow, adding more efficiency.
Founder
Bookkeeping Firm
Automate transaction categorization, speed up reconciliation, and manage bookkeeping for every client from one AI-powered platform.
30-day free trial
Setup in 10 minutes
