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Join our network and get matched with clients from AI agents, vertical SaaS platforms, and embedded finance products. We handle client sourcing, billing, and the tech stack. You focus on delivering excellent bookkeeping and tax advice.
We source clients through our partner platforms and agentic software ecosystem. Your queue fills automatically — zero business development required.
Set your capacity. Take on 5 clients or 50. Work on your own schedule, from anywhere. We handle billing and collections.
QuickBooks and Xero sync automatically. Bank feeds pull in via Plaid. ML-driven auto-categorization handles the routine — you review outliers and complex entries only.