The AI bookkeeping co-pilot that augments your QuickBooks.
Add capacity without adding staff. The AI clears backlogs and keeps every client's books clean each month. You review and approve — your QuickBooks, your brand, your clients. Clean financial reports and an estimated tax bill come built in.
Augment, don't replace
It works right inside your QuickBooks. Nothing to migrate, nothing new to learn, no disruption for your clients.
You stay in control
The AI lines up the work for you. You approve, edit, or reject — and you can turn any choice into a rule it follows from then on.
Your brand on every deliverable
Every report carries your firm's name, not ours. Your clients never see Fidelis.
QuickBooks cleanup
Behind on a client? We clear months of backlog in days.
Monthly close
Keep every client's books clean each month, with financial reports and an estimated tax bill.