CashBooks automates repetitive bookkeeping tasks so your CPA team can focus on reviews, financial reporting, and higher-value advisory services.
Manage more client books with AI that automates repetitive bookkeeping tasks and keeps financial records updated.
Client books fall behind as transaction categorization is postponed until reporting deadlines.
Discrepancies surface at the worst possible time — during the close itself.
Reports get rebuilt in Excel for every entity, every cycle.
Close takes days longer than it should, every single quarter.
As your client portfolio grows, bookkeeping becomes harder to manage consistently across the firm.
AI categorizes and reconciles transactions continuously, keeping every client's books up to date.
Exceptions are flagged in real time, allowing your team to resolve issues before they become bigger problems.
Accountant-ready financial reports are generated automatically for every client.
Standardized workflows keep bookkeeping consistent across every engagement.
Firms on CashBooks cut close time by 6 days on average.
See the status of every client, automate the repetitive work, and keep every set of books audit-ready.
Every transaction has a clear categorization trail, so you're never reconstructing history from bank statements.
Generate P&L, balance sheet, and cash flow reports formatted for review — not raw exports.
CashBooks flags unusual transactions and categorization exceptions so your team can review what matters most.
Handle books for multiple client entities from a single login, with clean data separation.
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, Xero, or FreshBooks 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.
6 days
average reduction in close time
94%
of transactions categorized correctly on first pass
22 hrs
saved per close cycle
Having every client's bookkeeping status in one dashboard has completely changed how we manage our workflow. We always know what's done and what needs attention.
Owner
CPA Practice
We can onboard new clients without worrying about increasing manual bookkeeping. CashBooks has helped us grow while keeping our processes organized.
Senior Associate
Corporate CPA Practice
Join CPA firms using CashBooks to automate client bookkeeping, reduce manual work, and deliver accurate financial records with confidence.
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