AI does the grunt work. A real finance pro owns the judgment. You approve every filing.
Clean books, sales tax and payroll handled, and a monthly report you'll actually read — at a small-business price. Your books stay in your own QuickBooks or Xero, so you're never locked out.
From $299/mo · Month-to-month — cancel anytime, keep your books.
You didn't start your business to do bookkeeping. But here you are.
Filing deadlines creep up, the numbers aren’t ready, and you’re scrambling — or paying penalties.
Every tax season is a scramble and a surprise cleanup bill from your CPA.
You can’t see runway, margin, or what next month holds — so you’re flying blind.
Reports land three weeks late and nobody ever tells you what the numbers mean.
Most “AI bookkeeping” hands you an app and leaves you to run it. We just do the work.
You don't buy software and still do the work. We do the work.
From a free health check to your first clean close in about 30 days. No migration fees, no long contract.
We look at your current books and tell you exactly what’s off, what’s missing, and what clean would look like. No cost, no obligation — you keep the assessment either way.
We link your QuickBooks or Xero and bank feeds and pull in your history. Behind a few months — or years? Catch-up is a one-time cleanup, quoted up front, then you start fresh on a monthly plan.
Books closed, reconciled, sales tax and payroll filed on time, and a monthly report that explains your numbers in plain English. You approve every filing before it goes anywhere.
Add payroll, AR/AP, controller-level reporting, or a fractional CFO as you scale. Same finance partner — you don’t start over.
A service is invisible until you see what you actually get. Here it is.
Every transaction categorized; bank, card, and Stripe reconciled monthly.
Multi-state. On-time filing guaranteed — we cover the work, you sign off.
P&L, balance sheet, cash position — and a short note on what it actually means.
Clean books and a tidy hand-off your CPA (or our tax partner) will love.
Want to see a real monthly report? Ask for a sample on your free health check.
I've spent 19 years in corporate finance — FP&A, financial modeling, M&A, and risk management — for everyone from telecom and broadband operators to global banks and fast-growth firms across North America, Europe, and Asia. FRM-certified, with a Master's in Financial Management from Erasmus University (Rotterdam) and an engineering degree from IIT Delhi. I got tired of watching small businesses get nothing but data entry from their bookkeeper — so I built the AI finance system I wished existed.
Now I run it for US small businesses. You work directly with the person accountable for your books — and you get the kind of financial insight that usually only shows up when you can afford a CFO.
Most clients start with Books and graduate as they scale — same finance partner the whole way. You don't buy a bigger box, you grow into one.
All prices USD · month-to-month · sales tax added where applicable · catch-up cleanup quoted separately
As you scale
Start with a free books health check. Then go month-to-month — cancel anytime, and keep your books if you ever leave. No lock-in, no long contract, no surprises. You stay because the work's good, not because you're stuck.
So here's exactly how we earn it.
Encrypted, access-controlled, and backed up. Your financials are handled with care.
Your books live in your own QuickBooks/Xero. If you ever leave, you keep everything. No lock-in, no hostage data.
We file your sales tax and payroll on time — and if we make an error, we fix it free.
19 years in finance and FP&A. AI does the data entry; a human owns the judgment; you approve every filing.
You don't buy software here — but it's why a small firm can do this fast, accurately, and affordably. All of this is already built and running.
No — we keep your books clean all year and hand your CPA a tidy year-end package. For corporate tax (1120) and audit work we prepare the workpapers and coordinate with your CPA, or bring in our tax partner.
No. AI handles the repetitive work — categorization, matching, reconciliation. A real finance person reviews everything, and nothing is filed until you approve it.
Your books live in your own QuickBooks or Xero — they’re yours, always. You’re never locked into a platform you can’t leave. That’s the whole point.
Completely normal — most new clients are. Catch-up is a one-time cleanup project, priced on how far back we go and quoted up front after your free health check. Once you’re current, you’re on a simple monthly plan.
You work directly with the person accountable — a finance operator with 19 years in the field — supported by our AI system. Not a faceless platform, not a rotating offshore team. 19 years in finance, FRM-certified.
Yes — economic-nexus tracking across all 50 states (Wayfair thresholds), and sales-tax filing where you have nexus.
That’s the design. Start with Books, add payroll and AR/AP, then controller and CFO support as you scale — same partner, no restart.
No long lock-in. Month-to-month. If it’s not a fit, you walk away owing nothing — and keep your books.
A 20-minute books health check. We'll tell you what's off, what it should cost, and what clean looks like — no cost, no obligation.
Month-to-month · no migration fees · you keep your books.
Get a free books health checkOr email books@finel.ai directly · same-day reply