Accounting agents for CPA firms and small businesses

Agents run the accounting.
Output a CPA stakes a license on.

Ruby works the books every night: coding transactions, tying out reconciliations, drafting the close. Anything she isn't certain of routes to CPA review before it touches the ledger. Nothing posts unless it's right.

Book a demo Watch Ruby run ↓
Nothing posts unless it's rightFirm-level confidence or CPA sign-off. No third path.
100% auditableEvery action logged to the ledger transaction ID.
Your firm's rulebookRuby learns your coding: private, per-firm, never shared.
Product demo · sample data
Month-end run: Hartwell Design Co.
run rb-2f81c4 · started 2:04 AM
Pull new activity
QuickBooks Online · bank & card feeds
0 txns
Code against the firm's rulebook
Vendor, description & history matching
0 coded
Tie out bank reconciliation
Operating & card accounts vs. the GL
0 matched
Route exceptions to review
Low confidence or conflicting history. Ruby never bluffs
0 to review
Draft the close package
P&L, balance sheet, and rec support for CPA sign-off
0 statements

Waiting for your team

Transactions coded automatically·
Auto-match rate·
Exceptions surfaced for review·
Posted without confidence or sign-off0, ever
Run finished 2:09 AM. 18 items wait in the review queue. Nothing has posted.
Review queue: 3 of 18 shown
Approve, override, or bulk-apply. Every decision teaches the rulebook.
STRIPE PAYOUT · $4,812.40
Mar 28 · Operating ····8841
Suggests: Sales revenue
Confidence: needs review
✓ Saved to your rulebook
AMZN MKTP · $221.17
Mar 26 · Card ····3307
Conflicting history: Office supplies vs COGS
Confidence: needs review
✓ Saved to your rulebook
WIRE OUT · $12,000.00
Mar 31 · Operating ····8841
New counterparty, no history
Confidence: needs review
✓ Saved to your rulebook
When conflicting history lowers confidence, Ruby routes the item here instead of guessing. Each approval or override becomes a rule scoped to your firm, so she gets sharper every month on your coding, not a generic model's.
Draft · for CPA review
Form 1120-S
Department of the Treasury - Internal Revenue Service
U.S. Income Tax Return for an S Corporation
Draft prepared by Ruby from the coded ledger · unsigned
Tax year2025
Hartwell Design Co. · EIN 82-•••4471DRAFT for CPA review
Populated from the same coded ledger Ruby maintains all year, with book-to-tax adjustments shown. The CPA reviews, adjusts, and signs. Ruby never files.
Interactive product demonstration on sample data.
Why trust the output

Trustworthy isn't a model claim. It's an architecture.

Any AI can code a transaction. The question is what happens when it isn't sure. Ruby's answer is structural: certainty posts, uncertainty routes to a CPA, and every action is written to the audit log. Accuracy you can stake a license on comes from the loop, not the model.

0.75 hrs

Per client, per month

Down from 3.0 hours of manual coding and review, measured in production at the CPA firm Ruby was built inside, including a 50% buffer for high-volume clients.

100%

Auditable

Every code, match, route, and approval is logged to the ledger transaction ID. Your audit trail is complete by construction, not reconstructed after the fact.

120:1

Clients per accountant

Against a manual benchmark near 30:1. Ruby is built to multiply the capacity of the professionals you already have, not to replace them.

How it works

Ruby does the books. Your CPAs stay in control.

CONNECT

One-click authorization

The client links QuickBooks Online through a secure connect link. No migration, no rip and replace.

CODE

Against your rulebook

Ruby codes each new transaction the way your firm books that client, not the way a generic model guesses.

ROUTE

Uncertainty to review

Conflicting history lowers confidence automatically. Low-confidence items queue for single or bulk CPA approval.

LEARN

Every decision, kept

Approvals and overrides become firm-scoped rules. Ruby is sharper in month six than month one, on your coding.

LOG

Everything, always

Nothing writes without confidence or sign-off, and every action is tied to the ledger transaction ID.

One substrate, every service line

Every module reuses the ledger Ruby already keeps.

The coded, firm-ruled ledger is the substrate. Books feed tax; tax feeds advisory; advisory feeds diligence. Competitors entering any single line start from an empty ledger.

Books & Close

Nightly coding, bank reconciliation, exception routing, and a drafted close package: the loop the demo above runs.

Tax Prep Assist

Return-ready draft workpapers by entity type (1120-S, 1065, 1120, Schedule C) with book-to-tax adjustments, for CPA review and signature.

Advisory Pack

Monthly management pack, cash forecast, and budget-vs-actual with drafted plain-English commentary.

QoE Databook

Proof of cash, revenue and EBITDA bridges, and working-capital schedules for diligence engagements.

Trust & security

Built for the reviews accountants actually run.

Ruby touches general ledgers. That obligation shapes everything: what we store, what we never do with your data, and what we log.

Your data trains no one

Zero-retention agreements with every AI provider we use. Your ledger and your clients' ledgers never become someone else's model.

Encrypted end to end

TLS in transit, AES-256 at rest. Firm data is isolated per tenant, with role-based access and MFA required for firm administrators.

Audit trail by construction

Every agent action and every human decision, logged to the ledger transaction ID. SOC 2 program underway; documentation available on request.

Get started

See Ruby on your books.

Thirty minutes. We connect a sample ledger, run the loop live, and show you what your firm's rulebook looks like after month one.

Book a demo