T
Thesis
Onboarding · From signed to closing

Onboard a client
in seven days.

QBO connect, books-cleanup checklist, kickoff template, and an AI-driven first-pass review. Sign Friday, close their next month on time.

QBO OAuth in 2 minCleanup checklistKickoff templateFirst-pass AI review
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Onboarding in progress
From signed to closing

A repeatable, painless first month.

Fast
new-client onboarding
2 min
QBO OAuth + sync
Repeatable
every client, same flow
First close
on time, not next quarter
Connect & inspect

Two-minute connect.
Hour-one inspection.

QBO OAuth handshake takes two minutes. The agent immediately scans the chart of accounts, last 13 months, and trial balance — and surfaces what needs cleaning before you ever bill.

  • Standard Intuit OAuth — no credentials touched, disconnect any time
  • Pulls 13 months of history for a real comparative view
  • Auto-flags suspicious accounts (uncategorized, opening-balance drift, sign flips)
  • Generates a cleanup-scope estimate so you can quote before signing
2 min
to connect QBO
Full history
backfilled for comparatives
thesis · onboarding · riverside-cafe
Connected · Example client
QBO + bank feeds · synced
Hour-one scan
Full history backfilled
Chart of accounts reviewed
Uncategorized transactions flagged
Opening-balance equity checked
Outstanding bank deposits flagged
Sign-flipped GL lines checked
Cleanup scope estimated so you can quote before you sign.
Repeatable kickoff

Every onboarding,
starts the same way.

A kickoff template that scales: client kickoff call, doc collection, cleanup execution, first-close prep. Each step has owners, ETAs, and the documents in one place. Your fifth client looks like your first.

  • Industry-aware kickoff (SaaS, restaurant, construction, agency)
  • Client-facing portal: they see their checklist, not your back-office
  • Docs auto-attach to the right step — no Dropbox archeology
  • Partner sees the firm-wide onboarding pipeline at a glance
thesis · onboarding pipeline
Onboarding pipeline
Tracked across active clients
Client A
Day 7
Live
Client B
Day 5
Cleanup
Client C
Day 3
Doc collection
Client D
Day 9
Awaiting bank feed
Client E
Day 1
Kickoff call set
First-close ready

Sign Friday.
Close their next month.

The agent does the cleanup pass — your team reviews — and the new client closes their first month on time. No more 'we'll get to your books in a quarter' conversations.

  • Cleanup tasks auto-prioritized by close-blocking impact
  • Balanced JEs drafted for common items, scoped to the agreed budget
  • First-close template inherits all settings from the cleanup phase
  • Client sees a 'ready for first close' milestone before close kickoff
thesis · onboarding · first close ready
Example client · Ready for first close
All cleanup tasks complete
History reconciled
Chart of accounts mapped to firm template
Uncategorized transactions resolved
Opening-balance equity zeroed
First-close template seeded
First close kickoff scheduled
Scheduled
FAQ

Onboarding, demystified.

The goal is about seven days from QBO connect to first-close ready. Messier books take longer; clean QBO accounts go faster. The agent gives you an estimate after the hour-one scan so you can quote accurately.
They get a portal link to drop documents and see milestones. They never touch the back-office tooling. Most onboardings the client logs in 2-3 times total during week one.
We support manual TB upload for first-pass review. The full module is most powerful with QBO connected — we recommend connecting before week-one cleanup wraps.
Yes — and we ship industry starters (SaaS, restaurant, construction, agency, e-commerce). Fork one, tweak it once, and it inherits across every new client onboarding.

A first month
that doesn't blow up the quarter.

Connect a new client today. The agent runs the hour-one scan. You get to quote with eyes open by tomorrow.

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14 days free · No credit card · Cancel any time

SOC 2 audit in progress · Built in the U.S.