SOLUTIONS · BOOKKEEPING FIRMS
Bookkeeping that runs itself.
Bank feeds, reconciliations, missing-doc follow-ups, and monthly close — automated where possible, on rails when not.
Common bookkeeping challenges, solved.
THE PROBLEM
Reconciliation eats the whole week
WHAT WE DO
AI-first reconciliation
Match transactions, flag exceptions, and surface only what needs your eyes.
THE PROBLEM
Missing receipts, missing docs
WHAT WE DO
Auto document requests
The system knows what's missing and asks the client for it.
THE PROBLEM
Categorization by hand
WHAT WE DO
ML-assisted categorization
The AI learns your firm's chart of accounts and gets faster every close.
Every tool a bookkeeper wants
Bank Feed Integrations
Plaid + direct bank connections for every major US bank.
Auto-Reconciliation
Rule-based matching + AI for the edge cases.
Missing Doc Tracker
See exactly which receipts, statements, or bills are outstanding.
Monthly Close Package
Auto-generated close report with P&L, BS, and open items.
Close faster. Sleep better.
See how WealthSuite fits your close workflow in a 20-minute demo.
Request a Demo