How it works
AI does the volume. A CPA does the judgment.
Ruby is designed for the way real books get done: autonomous where it's safe, human where it matters, and always reviewed by a CPA.
- Step 01
Connect QuickBooks Online per client
Each client authorizes Ruby once via OAuth 2.0, so Ruby can work directly in their books.
- Step 02
Ruby books transactions
Ruby books transactions based on a confidence threshold you set, and learns from every approval your team makes.
- Step 03
CPA reviews flagged items
Low-confidence or unusual transactions are routed to a licensed CPA. You approve, override, or delegate before anything is written back.
- Step 04
Books stay closed, every day
Accepted classifications sync to QuickBooks Online. Financial statements are always current, so month-end becomes a signature.
Want a walkthrough on your data?
We'll connect Ruby to a sandbox copy of your QuickBooks file and show you exactly what it catches, in 30 minutes.