Manage all client ledgers under one firm dashboard, automate Plaid bank feeds & reconciliation, and deliver white-labeled financial reports.
Trusted by 1,000+ CPA firms and accounting teams
Revenue
$125,340
↑ 12.5%Unpaid AR
$18,450
3 openBank Cash
$64,750
↑ 5.1%$32,680.00
↑ 8.7% vs last month
Net Profit
$25,430.00
↑ 15.3% vs last month
Built for CPA firms to manage multiple clients, automate repetitive tasks, and deliver accurate financials—faster and effortlessly.
Manage all client ledgers under one top-level firm command center.
Onboard new clients fast with pre-loaded US GAAP Chart of Accounts.
Daily bank feed sync, bank rules, and $0.00 difference reconciliation locking.
Firm-branded portal for document requests, encrypted uploads, and reports.
Collect payments faster, reduce delays, and give your clients a seamless experience across every transaction.
Learn MoreReal-time Processing
Payments process instantly and update your books.
Secure & Compliant
Industry-leading security to protect your firm and client data.
Automate & Reconcile
Automatically match, categorize, and reconcile payments.
Sarah Johnson
Client
$2,850.00 USD
Invoice #INV-1024
✓ Payment SuccessfulAcme CPA Group
Your Firm
Everything you need to manage clients, automate workflows, and deliver accurate financials—faster and more efficiently.
Manage multiple clients, team access, and permissions from one central dashboard.
Learn moreCreate professional invoices, send reminders, and automate AR journal entries.
Learn moreConnect bank feeds via Plaid, categorize transactions, and reconcile statements.
Learn moreGenerate real-time P&L, Balance Sheets, Trial Balance, and PDF/CSV reports.
Learn moreBank-level security, data encryption, audit logs, and role-based permissions.
Learn moreAutomate accounting entries, document requests, and period closing tasks.
Learn moreChoose the plan that fits your practice volume. Scale or modify your plan anytime with zero lock-in contracts.
Practice Plan
Includes up to 10 active client accounts.
Scale Plan
Includes up to 35 active client accounts.
Enterprise Plan
Custom pricing for 35+ clients & multi-office practices.
Explore downloadable playbooks, pre-built accounting templates, and industry insights.
A step-by-step blueprint on how top accounting teams cut monthly client closing cycles from 8 days down to 2.
Pre-formatted Excel & CSV templates built specifically for multi-client ledger setups.
Learn how to configure white-labeled client portals and enable automatic Plaid OAuth bank feeds.
Bank-grade security, automated compliance audit trails, and dedicated SLA support for high-growth accounting practices.
Multi-tenant data isolation and role-based permissions per client account.
Single sign-on authentication via Okta, Azure AD, and Google.
Engineered for zero downtime during peak tax season volume.
Complete version history for every transaction line edit.
Dedicated account managers and custom API tokens for your practice network.