Features
Everything a CPA firm needs to close client books on time.
CPAgents is built around how CPA firms actually work: multi-tenant, review-driven, and connected to each client's QuickBooks Online account.
Per-client QuickBooks Online sync
Each client authorizes Ruby once via OAuth 2.0. Ruby works directly in the books without handling credentials.
Confidence-based booking
Ruby books transactions based on a confidence threshold you set, and learns from every approval your team makes.
Continuous reclassification
As the books evolve, Ruby cleans up historical entries so firm-wide reports stay accurate and month-end is not a scavenger hunt.
CPA review queue
Exceptions are routed to a licensed CPA. Approve, override, or delegate, and every action is logged.
Real-time write-back
Accepted classifications are written back to QuickBooks Online immediately, so client ledgers are always current.
Audit-ready trail
Every AI or human decision is versioned with reviewer identity and timestamp.
Multi-tenant firm workspace
Manage 5 clients or 500 from one interface. Role-based access and review queues reflect how your firm actually operates.
Scoped, OAuth-based access
Bank-level encryption in transit and at rest. Read-only where possible, scoped OAuth everywhere, and no shared passwords.
Month-end in minutes
By the time close rolls around, everything is already categorized and reviewed. Sign off, don't scramble.
Ready to see it on your books?
Connect QuickBooks Online in under two minutes.