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
Start 14-day free trial See how it works

No credit card required · SOC 2 controls in place · Cancel any time

Priya Shah, partner, kicking off a new client
Day 3 of onboarding
Priya Shah
Partner · Shah & Co.
Trusted by forward-thinking accounting firms
From signed to closing

A repeatable, painless first month.

7 days
avg new-client onboarding
2 min
QBO OAuth + sync
94%
of clients live by day 7
1 week
to close their first month
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
13 mo
history backfilled
thesis · onboarding · riverside-cafe
Connected · Riverside Café
QBO + 2 bank feeds · synced 1m ago
Hour-one scan
13-month history backfilled
Chart of accounts: 84 accounts (12 unused)
Uncategorized: 22 transactions, $4,180
Opening-balance equity: $0 · clean
Outstanding bank deposits: 3
Sign-flipped GL lines: 0
Cleanup scope estimated: 4-6 hours · ~$650 one-time
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 · 5 active
Avg cycle: 6.4 days · 1 at risk
Riverside Café
Day 7
Live
Pinnacle Construction
Day 5
Cleanup
Harbor Marina
Day 3
Doc collection
Meadow Farms
Day 9
Awaiting bank feed
Summit Legal
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
  • AI-drafted JEs on cleanup, 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
Riverside Café · Ready for first close
Day 7 · all cleanup tasks complete
13 months reconciled
Chart of accounts mapped to firm template
22 uncategorized transactions resolved
Opening-balance equity zeroed
First-close template seeded · April
First close kickoff scheduled
Apr 1 · 10:00am

“We used to lose a quarter onboarding a new client. Now Friday signs become Friday closes a month later. We doubled our intake without doubling our team.”

Photo of Priya Shah
Priya Shah
Partner · Shah & Co.
2× client intake · 7-day onboarding
FAQ

Onboarding, demystified.

Median is 7 days from QBO connect to first-close ready. Heavily messy books can stretch to 14 days; clean QBO accounts can hit day 4. 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.

Start 14-day free trialTalk to sales

14 days free · No credit card · Cancel any time

SOC 2 controls in place · Built in the U.S.