Hand us your clients' bookkeeping. A real finance lead plus AI does the work and delivers it under your firm's brand — you review, bill your client, and keep the relationship and the margin.
White-label · wholesale per-client pricing · your clients stay yours · Canadian-hosted
But that's the trap most firms are stuck in — capacity capped by headcount.
Categorizing and reconciling eats the day. There are no hours left for the advisory work clients actually value.
Every new client is more junior bookkeeper hours. Headcount is slow, costly, and caps how many clients you can take.
Cheap back offices mean rotating staff, quality you can’t see, and your firm’s name on work you didn’t fully control.
Turning away clients — or doing the books at a loss — because you can’t add capacity profitably.
Send us the books and we become your bookkeeping team — quietly, behind your brand. AI does the grunt work, a finance lead owns the quality, and clean books come back to you on schedule.
You take on more clients, do the advisory work that's actually worth your time, and never add a junior hire to do it. Your firm. Your clients. Your margin.
Done-for-you, on a reliable monthly cadence — delivered under your firm's name.
Every transaction categorized, bank/card/Stripe reconciled, books closed each month — on a set, reliable cadence.
Behind by months — or years? We bring messy or backlogged books current and fully reconciled, quoted up front, then keep them clean going forward.
A plain-English monthly report and financial statements — carrying your firm’s name, ready for you to present as your own.
Your logo and brand on the portal and the deliverables. To your client, it’s your firm’s work. We stay in the engine room.
The data entry runs automatically, so the wholesale price stays low and turnaround stays fast — without cutting corners.
19 years in finance and FP&A reviewing the work — not a rotating offshore data-entry team. Quality you can put your name on.
Nothing for your team to learn. Send us a client, get clean books back under your brand.
Tell us about your book and how you’d like deliverables branded. We agree wholesale per-client pricing and a simple way of working — no platform for your team to learn.
Connect their QuickBooks, Xero, or Tally and bank feeds. Behind a few months? We quote a one-time catch-up, then take over the monthly. No disruption to your client.
We close and reconcile every month and send clean books and statements — under your brand, on schedule. AI does the grunt work; a finance lead signs off on every file.
You review, present it to your client as your firm’s work, and bill at your own rate. Keep the spread and the relationship — add more clients as you trust the cadence.
Illustrative — you set your own retail pricing. The point is the margin and the leverage, not a promised number.
No headcount, no training, no platform for your team to run. Just clean books, under your name.
We're the team behind the curtain — never the face, never the owner of your relationships.
We never contact, market to, or take on your clients. The relationship is yours — we’re invisible behind your brand.
Nothing reaches your client until you’ve signed off. A finance lead owns the work; you own the final call and your name on it.
Built and hosted on Canadian infrastructure, around Canadian privacy expectations — for your firm and your clients’ data.
A hash-chained decision log records who did what and when on every file — so the work stands up to review.
Priced per client you send us, billed to your firm. You set your own retail rate and keep the spread.
All prices CAD · per client / mo · volume pricing as your book grows · one-time catch-up cleanup quoted per client · US & India bookkeeping available for cross-border clients
If you'd rather your own team do the work, you can license the Finel platform and run it yourself — multi-client workspace, AI automation, and white-label branding. From $499/mo.
19 years in corporate finance — FP&A, financial modeling, M&A, and risk — FRM-certified, with a Master's in Financial Management (Erasmus, Rotterdam) and engineering from IIT Delhi. Not a rotating offshore team — a finance operator who built the AI system that does the grunt work, and who personally owns the quality of every file before it comes back to you under your brand.
Yours. Reports, statements, and the client portal carry your firm’s name and logo. To your client, it’s your firm doing the books — we stay entirely behind the scenes.
Never. Your clients are yours, full stop. We work for your firm, behind your brand — we don’t market to, contact, or take on your clients.
No. A finance operator with 19 years in the field (FP&A, FRM-certified) owns the work, with AI doing the repetitive data entry. Every file is reviewed before it comes back to you.
No. We work inside each client’s existing QuickBooks, Xero, or Tally — no rip-and-replace, no disruption. The books stay where they are.
Wholesale per client — from $149/mo — billed to your firm. You set your own retail price (most firms bill $400–$800), and keep the spread plus the relationship. Volume pricing as your book with us grows.
We take a limited number of firms at a time so quality never slips — a real person reviews every file. We bring on new firms in a controlled way so the work never falls behind.
No — we’re a bookkeeping back office, not a tax firm. We keep the books clean and accurate and hand your client a tidy year-end package for their tax preparer. We don’t file tax returns or perform audits, and we’re not a CPA firm.
Yes — if you’d rather keep the work in-house, you can license the Finel platform and your team runs it. Most firms start by outsourcing and bring it in-house later if they want to.
A 30-minute intro call to see if we're a fit. Start with a single client, under your brand, and judge the work before you move the rest of your book.
Book an intro callNot a firm — just need your own books done? See the bookkeeping service →