ACCOUNTING & BOOKKEEPING FIRMS
Tooliva wires your practice software, bank feeds and document intake together so receipts reconcile themselves and your staff only touch the exceptions. Built for bookkeeping and accounting firms with 5–25 people.
> receipt: read → matched → reconciled ✓
120+
hours returned to the team monthly
99.2%
transaction match accuracy
2 days
month-end close, down from six
from an 8-person bookkeeping firm build
MONTH-END, BEFORE AND AFTER
That is the real number from the 8-person firm below. What the days contained is illustrative — but every firm we talk to recognises it.
before · six days ✗
after · two days ✓
WHAT YOUR STAFF TOUCH NOW
Everything the agent is sure about posts itself. Everything else lands in one queue with a reason — illustrative morning below.
> exceptions · this morning
this morning’s batch, one cell per receipt: matched, postedfor review
> 250 receipts read · 248 matched automatically ✓ · 2 for review
> time in queue: your call · everything else: done ✓
248 of 250 is the 99.2% match accuracy from the real build — the two exceptions are the job.
STOP CHASING CLIENTS FOR DOCUMENTS
Your clients get polite reminders on your schedule; your team sees one list.
> intake · one client · September close
Document: Bank statement · Sept
Document: Receipts · Sept
Document: Payroll report
Document: Sales tax filing docs
Illustrative client — the nudges go out in your voice, from your inbox, and stop the moment a document arrives.
Got a task like these? We’ll put a number on it.
Book a free tool-stack auditPROOF · ACCOUNTING
Names withheld under NDA — every metric below is from a signed-off client build. Ask us on the audit call and we’ll walk you through the actual systems.
> receipt: read → matched → reconciled ✓
ACCOUNTING · 8-PERSON BOOKKEEPING FIRM
We wired their practice software, bank feeds, and document intake together. Receipts are read, matched, and reconciled automatically — staff review exceptions only.
Month-end close went from six days to two. My staff only touches the exceptions now — the receipts just reconcile themselves.
Partner, 8-person bookkeeping firm
> receipt: read → matched → reconciled ✓
THE MATH
Drag the sliders. The payback line assumes a typical $7,500 build.
If an automation won’t pay for itself inside 12 months, we’ll tell you not to build it — before you spend a dollar.
Drag the sliders. See what the busywork really costs.
Burned every year: $28,080. Hours back per year: 624 hrs. Payback on a typical $7,500 build: 3.2 months.
That’s the napkin math. The free audit runs it on your real numbers.
Book a free tool-stack auditHOW IT WORKS
Audit, blueprint, build, hand over — tested on a full month of your data before the first live close.
We sit with your team, map how work actually moves through your business, and find where the hours leak out.
You get a ranked plan: what to automate first, what it returns, what it costs — and what isn’t worth building. Yours to keep, even if you walk.
Fixed price, agreed in writing before we start. Built and tested on your real data before anything touches your customers.
Full documentation, a training session for your team, and 30 days of tuning included. Then it’s yours — no dependency on us.
PRICING
Receipt matching on its own is a single-workflow build, from $3,500. Intake, matching and posting across the practice runs from $7,500. Quoted in writing before anything starts.
$499
flat, one time
From $7,500
scoped in writing first
$250–500
per month, optional
Not sure which you need? Book the free audit — we'll tell you straight, and the roadmap is yours either way. Single-workflow builds (one automation, two or three tools) start at $3,500. You’ll always see the full price before you pay anything.
QUESTIONS FROM PARTNERS
Inside your own accounts. We wire the models into your practice software and intake tools under credentials in your name; nothing is copied into a system of ours. The data flow is documented line by line before go-live, so you can show a client exactly what touches their books.
No. Both have mature APIs and so do most practice tools. If a client is on something unusual, intake and matching still run; only the final posting step changes.
They go to a human. The agent posts what it’s sure about and queues everything else with a reason — amount mismatch, possible duplicate, unknown vendor. On the 8-person firm build above, staff only touch those exceptions now.
It replaces the matching, not the judgment. The build above returned 120+ hours a month to the team; what you do with them is your call — most firms we talk to want more review and client time, not fewer people. If a build didn’t make sense for a firm your size, we’d say so.
2–4 weeks for most firms, scoped in writing first. We build against a real month of your data before anything posts live, so the first close on the new system isn’t an experiment.
Receipt matching on its own is a single-workflow build, from $3,500. Intake, matching and posting across your practice runs from $7,500. If it won’t pay for itself inside 12 months, we’ll tell you not to build it.
KEEP READING
READY WHEN YOU ARE
A free 30-minute tool-stack audit — not a sales pitch. We’ll look at your practice software, your intake and your bank feeds, scope the highest-ROI build and tell you straight whether it’s worth doing.
Prefer to reach out directly?hello@tooliva.com
