For Accounting Practices
Pricing Integrations Request Partner Demo
For Xero & QuickBooks Accounting Practices

Turn Messy Client Intake Into a Reconciled Asset.

Stop chasing paper checks and untangling processing fee mismatches. Give your clients a 30-second branded intake link while your general ledger clears to $0.00 daily upon verified bank settlement.

How It Works in 120 Seconds

From Physical Check to $0.00 Ledger Balance

1. Client logs payment • 2. 1-Click Bank Deposit Slip PDF • 3. Isolated fee splitting • 4. Hourly ledger sync
Architecture

A Protective Shield for Your General Ledger

What Your Client Experiences

Zero training required. Staff and clients never see your chart of accounts, tax codes, or journal entries.

  • ✓ 30-Second Intake Form: Clean fields to log payer details and check amounts without accounting logins.
  • ✓ 1-Click Bank Deposit Slips: Instant bank-ready batch slip PDF for branch drop-offs.
  • ✓ Branded Invoicing: Automated receipts with direct digital payment links for card and ACH options.

What Your Firm Receives

Clean, balanced data landing into Xero and QuickBooks without manual reconciliation friction.

  • ✓ Automated Fee Routing: Card and digital fees isolate automatically to expense lines.
  • ✓ Zero Clearing Account Backlog: Undeposited funds clear daily when batch deposits are confirmed.
  • ✓ Comprehensive Audit Trail: Complete transaction metadata captured upfront, eliminating guesswork.
Partner Tier

Agency Hub Economics

Predictable wholesale margins designed for multi-client scale.

$199/mo
Agency Hub Base
Includes up to 5 active client organizations and multi-client master dashboard.
+$29/mo
Wholesale Seat
Add client organizations at 40% off retail. Bill directly or bundle into retainers.
20%
Rev-Share Model
Recurring lifetime commission if your clients maintain direct subscriptions.
The Hard Math Per Client:
Saves ~3.5 hours monthly on check matching ($157.50 value at $45/hr) against a $29 wholesale cost.
Over 4x Efficiency Gain

Request a Partner Walkthrough

See multi-client controls and wholesale pricing. No commitment required.

● Official Xero Partner
● PCI Level 1 (Stripe)
● 256-Bit Bank Encryption
● Zero Data Lock-In