Monthly bookkeeping.
Reconciled books. Clear monthly statements. A bookkeeper who knows your business.
Overview
FigureWise handles transaction categorization, account reconciliation and your monthly close. You receive a profit and loss statement and balance sheet by the 10th business day, reviewed and signed off by your bookkeeper.
How it works
01
Review your books
We assess your current setup and transaction volume, identify any cleanup and agree on the scope and price.
02
Connect your accounts
We connect bank, card and payment feeds to your accounting file and organize the chart of accounts. Any catch-up work is scoped separately.
03
Categorize and review
AI prepares transaction categories and an exception queue. Your bookkeeper resolves the items and asks you specific questions when needed.
04
Close the month
We reconcile the accounts, record adjustments and prepare your statements by the 10th business day.
05
Explain the results
You receive the financials with a summary of what changed and a bookkeeper available to discuss the numbers.
Who it's for
- Owners ready to hand over the monthly bookkeeping
- Businesses that need consistent reconciliation and timely reporting
- Companies preparing financials for a lender, investor or potential buyer
- Owners who want a reliable point of contact for their books
Pricing
Foundation is $399 per month for up to 150 transactions. Growth is $650 for up to 300, with A/P and A/R tracking and a quarterly strategy call. Strategy is $1,000 for up to 500, with monthly strategy calls, annual budget and forecasting, annual tax filing and tax strategy planning, a dedicated advisor and priority response. Prices are per calendar month. Custom plans are available.
See pricingCommon questions.
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.