Frequently asked questions

Yes — we work with QuickBooks Online (QBO) specifically. We connect via Intuit's official OAuth or you can invite us as an accountant user. Xero and other platforms coming soon.

We can help you set up a QBO account as part of the process. We'll import your bank transactions and categorize everything from scratch.

We've cleaned up books that were 3+ years behind. Our standard tiers cover 1–24 months. For longer periods, reach out for a custom quote.

Nope. Just connect your QBO and we handle the rest. If you have any notes or context about unusual transactions, that's helpful but not required.

Flat rate per month of catch-up. The more months you need cleaned up, the lower the per-month rate. Starting at $99/month for quick jobs, down to $69/month for 13+ months.

No. The quote you get is the price you pay. No hourly surprises, no scope creep charges, no subscription.

Payment is collected after you confirm your quote but before work begins. One invoice, one payment.

No. This is a one-time project. We clean up your books and you're done. If you want ongoing bookkeeping after, we can connect you with our partner service.

We'll work with you until your books are right. If we can't deliver clean books, you get a full refund.

Most catch-ups are done in 3–7 business days. Complex jobs (12+ months, high transaction volume, multiple entities) may take up to 10 business days.

Yes. Our AI handles the heavy lifting — categorizing transactions, reconciling accounts, identifying patterns. Then a real human bookkeeper reviews everything before delivery.

We respect your existing work. We'll clean up uncategorized transactions and fix obvious errors, but we won't override intentional categorizations without flagging them first.

You'll have access to a dashboard showing progress. If we have questions about specific transactions, we'll reach out via the dashboard or email.

Bank-level encryption. We connect via Intuit's official OAuth — no passwords are exchanged. Your data stays in your QBO instance. We don't store transaction data outside of QBO.

Only the AI engine and your assigned reviewer. We don't share your data with third parties. Ever.

Absolutely. Once we deliver your clean books, you can disconnect us from your QBO instantly. We recommend keeping access for 30 days in case you have follow-up questions.

Clean P&L, balanced Balance Sheet, reconciled bank and credit card accounts, and a summary report of everything we did.

Come back anytime — we'll clean it up again at the same flat rate. Or check out our Stay Caught Up partner service for ongoing monthly bookkeeping.

Yes — the books live in your QBO. Your CPA can access them directly, same as always. We just make sure they're clean and accurate.