The high-performance data pipeline for growing accounting firms. The speed of integrated data created to standardize and accelerate your workflows.
Unstructured inputs
Cleans & maps data
Liquidity tracking
Standardized reports
Assets & liabilities
Structured exports
Ready for analysis
Pull live data directly from QuickBooks Online instantly.
Automated Trial Balance and Indirect Cash Flow creation.
5 clicks to get all your client data reports in one place.
Built for agencies of all sizes.
< 10 clients: $8 / client
Up to 200 clients: $5 / client
Boss Management TierBoss tier is a simple and effective way to allocate client workloads across your team and understand how they are working.
Minimum purchase of 100 clients at $5 per client workload.
Cancel anytime. No credit card required.