Healthcare & diagnostics
Provider compensation, patient payment reconciliation, payroll, benefits, and HIPAA conscious financial processes.
The AI enabled bookkeeping firm
Reliable books. Real bookkeepers. Assisted by AI.
Accountally pairs a US based bookkeeping team with AI that automates the repetitive work: reconciliations, month end close, and vendor review. The more we automate, the more your bookkeeper focuses on what actually moves your numbers.
Real bookkeepers
US based, credentialed team
AI assisted
Used by our team
10th
Target monthly close
Built for operators who need clean books, clear handoffs, and fewer vendor surprises
US based bookkeeping teamQuickBooks first workflowsSenior accounting reviewProfitability gap analysis
The state of bookkeeping today
Traditional bookkeeping is broken.
The Passive Bookkeeping Trap
Most bookkeeping relationships stop at accurate categorization and monthly reports. That matters, but it leaves owners without the context they need to see margin leaks, vendor overpayments, and operational patterns early.
The Hidden Cost Crisis
Many SMBs overpay vendors on payroll, insurance, payment processing, and software. Those costs already show up in the books, so we pair monthly close discipline with a structured review of the categories where savings may exist.
What they do
Typical outsourced bookkeeping
Accountally
Categorize transactions
Yes, the core work
Yes, plus we review the vendor lines behind them
Close your books monthly
Often, but cadence varies
Monthly close target by the 10th, AI assisted and human reviewed
Reshop your vendor stack
Usually outside scope
Structured reviews through a multi category partner network
Profitability gap analysis
Not part of the service
A quarterly review of where you're overpaying, built into every close
Business continuity
You retrain each new bookkeeper when one leaves
A backup reviewer who already knows your books, so turnover never lands on you
Tell you what to act on
Often numbers without context
Plain English commentary on what changed and why
A firm, reimagined
An accounting firm with a software engine inside.
We're a credentialed, US based bookkeeping firm that runs on AI automation with human oversight. The software handles the repetitive work behind the scenes while our team owns the review, the judgment calls, and the sign off on every close. You get cleaner cycles and fewer handoffs without giving up the rigor a real firm brings.
The team
A bookkeeping team in your corner.
Every Accountally client gets an assigned bookkeeper plus a credentialed reviewer. No offshore handoffs, no anonymous support queue. A consistent team, month after month.
- US based, credentialed bookkeepers
- Senior accounting review on every close
- One business day response, weekday hours
+5
Maya R., Lead bookkeeper + reviewers, controllers, and CPA support
The engine
AI helps our bookkeepers do the work.
Our team plugs into the tools you use today. AI assists with categorization, matching, anomaly review, and monthly close prep. A real human still owns the books, reviews the judgment calls, and signs off on every close.
- Plugs into the tools you already use: QuickBooks, banks, payroll, AP
- Used by our team inside the monthly close workflow
- Bookkeepers spend less time on busywork, more on judgment
M
Maya reviewed March close package
today !
AI assist surfaced a duplicate charge
flag $
Savings opportunity spotted on payment processing
save Industries
Bookkeeping tuned to how your business actually runs.
Generic bookkeeping breaks when the workflow gets specific: trust accounts, job costing, POS reconciliation, grant restrictions, provider compensation, or multi location reporting. We build the close around those realities.
Real estate & property management
Owner statements, trust accounting workflows, commission splits, tenant deposits, and portfolio level reporting.
Restaurants & catering
POS reconciliation, tips, prime cost, inventory, payroll, sales tax workflows, and multi location close packages.
Construction & home services
Job costing, subcontractor 1099s, progress billing, materials tracking, vehicle spend, and project level profitability.
Nonprofit, grants & public sector
Grant tracking, restricted funds, budget to actual reporting, funder documentation, and audit prep workflows.
Law, consulting & advisory firms
Partner profitability, project P&L, IOLTA aware workflows where applicable, retainers, and compensation tracking.
Dozens of operating models, one accounting rhythm. If your industry is not listed, we can still scope the workflow around your systems, controls, and reporting needs.
See all industries
Everything a finance team handles. Nothing more on your plate.
From the first connection to the year end close, we handle the whole bookkeeping function. Pick what you need now, expand when you're ready.
01
Bookkeeping
AI assisted monthly close. Cash or accrual basis books. P&L, balance sheet, cash flow.
02
The Savings Engine
We review vendor categories through a multi category partner network. Savings opportunities vary by business.
03
Back office ops
AR/AP, payroll administration, multi entity consolidation, and audit support.
04
Tax ready support
1099 prep, year end packages, and CPA coordination for filing or planning when needed.
The full back office
More than bookkeeping. The whole finance function.
Bookkeeping is the foundation. Beyond it, our team coordinates payroll, insurance reviews, AR/AP, inventory support, and tax ready packages through one accountable finance workflow.
Payroll & processing
We coordinate payroll cycles, direct deposits, tax withholdings, multi state filing workflows, and contractor payouts, then reconcile payroll into your books the same week.
Accountally Payroll Learn more →
Business insurance
General liability, professional liability, cyber, and workers' comp reviewed through licensed partners so coverage and renewals stay tied to your operating reality.
Accountally Insurance Get a quote →
AR & collections
We invoice your customers, follow up on receivables, reconcile deposits and chase the late ones politely. Cash arrives faster, your team stays out of awkward email threads.
Accountally AR See AR workflow →
AP & bill pay
Vendor onboarding, bill review, scheduled payments, and 1099 prep. We help keep approvals, payments, and support documentation organized in one workflow.
Accountally AP See AP workflow →
Inventory & sales tax
POS reconciliation, FIFO/LIFO valuation, COGS support, and sales tax workflow coordination. Built for retail, ecommerce, and multi location operators.
Accountally Retail See retail services →
Tax ready support
Year end packages, 1099 prep, quarterly estimate support, and coordination with CPA partners for filing, credits, and planning when your engagement calls for it.
Accountally Tax See tax ready package →
One firm. One point of contact. Add or remove services as your scope changes, and we run a profitability gap analysis on the vendors behind them. Talk to us about additional services
How it works in practice
Automation speed. Firm grade rigor.
01. Built around your books
Our system plugs into the tools you already use.
Your accounting software, your bank, your payroll provider, your AP platform. Our team works in the stack you already run. AI and automation help draft categories, match transactions, and flag anomalies, then your bookkeeper reviews the work before anything goes out.
- Plugs into your accounting software, banks, payroll, and AP platforms
- Configured around your chart of accounts and review rules
- Frees our bookkeepers to focus on variance analysis and judgment
Internal close queue Human reviewed
Stripe payout
Mar 28 · ref 8821
AWS
Mar 27 · invoice
Linear
Mar 26 · subscription
Sweetgreen
Mar 26 · team lunch
Webflow
Mar 25 · subscription
Vendor savings · Q1 review 3 opportunities
Stripe processing rate
2.9% + $0.30 → 2.4% + $0.30 (negotiated)
Business insurance premium
Current policy → reshopped quote
Payroll provider fee
Current provider → new provider
Total annual savings identified $7,612
02. The Savings Engine
Where bookkeeping ends, savings begin.
Most bookkeeping stops once a line item is categorized. We go one layer deeper. As we close your books, our team reviews vendor lines like payment processing, insurance, payroll, and software, then reshops the categories where a better option may exist.
- Multi category partner network across payroll, payments, insurance, banking, software, agencies, logistics, POS, and benefits
- Prior reviews often surface $5K to $15K+ in annual savings opportunities, depending on vendor spend
- Larger operators may surface materially larger opportunities across payments, insurance, payroll, and software
03. Investor & tax ready
Every report explains what changed and why.
Your monthly package includes a P&L, balance sheet, and cash flow report. We annotate them in plain English so when your investor or CPA asks, you don't have to scramble for an answer.
- Monthly P&L, balance sheet, cash flow
- Year end tax package handed to your CPA
- Plain English commentary on every report
March P&L
Generated Apr 4 · reviewed by Maya R.
Revenue $184,210 ▲ 14.2%
Expenses $112,380 ▼ 3.1%
Gross margin 71.4% ▲ 2.8 pts
Net income $71,830 ▲ 22.6%
MR
Bookkeeper note: margin lift came from lower COGS after supplier pricing changed Mar 11. Software spend ticked up 18%; three subscriptions marked for vendor review.
Pricing
Transparent.
Transparent.
No annual contracts.
Pick the engagement that matches the size of your books. Move up or down any month.
Startup
Clean books, AI assisted
For early stage businesses that need accurate books and reliable monthly reports.
Starting at $325 /month
- Monthly financial reports
- Customized chart of accounts
- Variance analysis
- Assigned bookkeeper
- Year end tax ready financial package
Most popular
Premium
AI + assigned bookkeeper
For growing businesses that need AP, AR, and budgeting on top of clean books.
Starting at $800 /month
Onboarding fee $500 per account
- Everything in Startup, plus:
- Invoicing and collections (up to 10 clients)
- Bill payments (up to 20 suppliers)
- Financial package delivered by the 10th
- Annual and quarterly budgets
Enterprise
Embedded finance team
For established businesses with inventory, payroll, and multi line operations.
Let's talk
Onboarding fee $750 per account
- Everything in Premium, plus:
- Inventory tracking and reconciliation
- Payroll processing
- Separate P&L for multiple product lines
- Custom reports
- Named Customer Success Manager
All plans include AI assisted categorization and reconciliation, monthly close, and an assigned bookkeeper with senior accounting review. Final pricing depends on transaction volume and complexity.
Build a cleaner monthly close.
Talk to our team for a 30 minute walkthrough. We'll show you what AI assisted bookkeeping would look like for your business and how we would scope the team behind it.