Software & Platforms
Your software, your setup. We work with the systems you already use, and fix them when they're not working.
Many bookkeepers force you onto their proprietary platform. We don't. With a background in software engineering, we're comfortable in nearly any accounting or financial system, and we can connect, migrate, or automate between them.
Accounting Software
- QuickBooks Online & Desktop
- Xero
- Wave
- FreshBooks
- Zoho Books & Sage
Payroll Platforms
- Gusto Payroll
- QuickBooks Payroll
- ADP & Paychex
- Xero Payroll
- OnPay
Payments & Banking
- Stripe & Square
- PayPal & Venmo Business
- Direct Bank & Credit Card Feeds
- QBO, OFX & CSV Exports
- Electronic & Scanned PDF Statements
Time & Operations
- Toggl Track
- Notion Workspaces
- Jobber (field service)
- Buildertrend & Procore (construction)
- Custom CRM / ERP Integrations
Bill Pay & Expenses
- Bill.com
- Dext Prepare
- Hubdoc
- Expensify
- Melio & Plooto
Data, Crypto & Files
- Excel & Google Sheets
- Cryptocurrency Exchange / Wallet CSVs
- Cost-Basis & Pricing Reconstructions
- OCR & Document Extraction
- Paper & Boxed Archive Digitization
What We Do Across Platforms
System Setup
New software files configured properly from day one with customized charts of accounts, bank rules, and tracking categories.
Migration
Seamless migrations from QuickBooks Desktop to Online, QuickBooks to Xero, or spreadsheets to robust accounting software without losing history.
Integration
Connect payment processors, payroll providers, POS systems, and bank feeds so data syncs cleanly without duplicate entries.
Automation
Custom bank rules, automated recurring transactions, and custom import scripts that eliminate manual copy-pasting.
Software Rescue
Untangle books that were started in one software system and abandoned, half-synced, or damaged by bad integrations.
Data Conversion
Extract transactions from raw PDF and paper statements, transforming them into clean, standardized, import-ready data.
Not Sure Which Platform Is Right for You?
We give honest, straightforward recommendations based strictly on your workflow, budget, and business needs—never on software vendor sales commissions.
Book a Free 15-Minute Software Consultation