Introducing Accountables Schedule a Demo
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Service · 01 · Daily

Books that
never lag your business.

Continuous bookkeeping, classified and reconciled in real time. Your dashboard reflects what happened this morning - not six weeks ago.

/ 01Daily
DATE / DESCRent Exp.PayrollCOGSMarketingUtilitiesAMOUNT / BAL.$4,200$142K$18,400$124K$32,100$92K$6,800$85K$1,200$83KMonth End ✓

Bookkeeping

Real-time, continuously-classified books that always reflect today.

Deliverables

What you actually get.

/ 01

Categorized transactions

Every invoice, receipt and bank line classified to the right account in your chart, every day.

/ 02

Reconciled bank accounts

Daily auto-reconciliation across all your bank, card and processor accounts.

/ 03

Real-time dashboard

A single view of revenue, spend, cash position and runway - updated continuously, never stale.

/ 04

Weekly summary

A 5-minute read from your accountant: what changed, what to watch, what needs your input.

/ 05

Receipt automation

Forward receipts to a magic email or snap from the app - matched to transactions automatically.

/ 06

Audit-ready records

Every entry, every change, every approval, traceable. Audit trails that pass scrutiny.

Process

How it runs.

Day 0–1

Discovery

A 60-minute scoping call. We meet your team, map your stack, and quote a fixed monthly fee.

Day 2–4

Connect

We integrate with your bank, payment processors, ERP and tools. No CSV exports, no manual setup.

Day 5–7

Catch up

If your books need cleaning up first, we do it. You get current, accurate records by day 7.

Week 2+

Run

You meet your senior accountant. They review weekly. The AI runs daily. You get on with the business.

FAQs

Common questions.

/ 01
Will you migrate me from my current bookkeeper?

Yes. Accountables supports onboarding and migration from existing bookkeeping or accounting environments, including historical reconciliation reviews, reporting transitions and operational handovers where required.

/ 02
Do I need to switch accounting software?

No. Accountables works alongside existing accounting environments including Xero and QuickBooks, while integrating workflow coordination, reporting visibility and AI-assisted operational workflows through Accountables One.

/ 03
What if my books need cleanup or catch-up work?

Many businesses begin with some level of cleanup, reconciliation or reporting reorganization. Accountables reviews the existing finance environment during onboarding and structures catch-up work based on operational requirements and reporting timelines.

/ 04
How does communication and coordination work?

Clients communicate directly with their Accountable Manager through structured workflows designed around reporting visibility, operational coordination and ongoing finance support. Accountables One centralizes communication, task tracking, reporting updates and workflow coordination within one connected operational environment.

/ 05
Who manages our finance operations?

Each business works with an Accountable Manager supported by a broader finance operations team across reporting, compliance and coordination workflows. Accountables One supports the environment through connected workflows, centralized visibility and AI-assisted transaction categorization designed to reduce manual friction across ongoing finance operations.

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