Switching from Botkeeper?
Bring your books, keep your history.
What changes
What you get that a bookkeeping service couldn't give you
Your close, run by you
A packaged month-end close you operate yourself — reconciliation, journal entries, flux, and reporting — instead of work handed off to an external team.
Every number traceable
Deterministic SQL-first execution with a full audit trail: every query, model call, and human approval logged and exportable.
Per-entity pricing
Pay per set of books, not per seat — scoped the way firms scope engagements, so migrating ten clients doesn't mean ten painful license talks.
The migration path
Three steps, one week to first close
- 1
Connect your stack
Fifteen minutes to first connection: ERP, bank feeds, payroll, and document storage. Your chart of accounts and history come with you.
- 2
Run the first reconciliation with a human in the loop
Match the first period the way your reviewers already think — exceptions route to them, nothing posts unapproved.
- 3
Close the first month on the platform
First close in a week: checklist, owners, flux commentary, and statements — with the evidence trail your next auditor will ask for.
Migration questions, answered
Frequently asked
Start the migration this week
Tell us how many clients you're moving and which systems they run on. We'll scope the switch as one engagement.