AI accounting.
Technology handles the volume. Your bookkeeper makes the judgment calls.
Overview
FigureWise uses AI to draft transaction categories, match records and flag unusual activity. A named bookkeeper reviews exceptions, verifies reconciliations and signs off the monthly close.
How it works
01
Connect the records
Bank, card, payroll and payment processor feeds bring transaction records into your accounting file.
02
Prepare the entries
AI drafts categories, matches receipts and prepares reconciliation checks throughout the month.
03
Review the exceptions
Your bookkeeper investigates flagged or ambiguous items and asks you specific questions where context is needed.
04
Verify and close
Your bookkeeper reviews the month, verifies reconciliations and signs off the completed books.
Who it's for
- Owners who want to understand how automation supports their books
- Businesses that need expert review alongside accounting software
- Operations with a high volume of recurring transactions
- Teams that want a named person accountable for the monthly close
Pricing
AI supports the delivery of FigureWise services and is not a separate charge. Monthly bookkeeping plans start at $399 per calendar month.
See pricingCommon questions.
Related services
Better decisions start here.
Start with a free review of your books. We will look at where things stand, what needs attention, and how we can help.