Clear your QuickBooks cleanup backlog in days, not months.
Behind on a client's books? Our AI clears months of backlog in days. It reads the statements and sorts every transaction — you just review and approve. Your QuickBooks, your brand, your client.
Augment, don't replace
It works right inside your QuickBooks. Nothing to migrate, nothing new to learn, no disruption for your clients.
Nothing posts without your review
The AI does the work and lines it up for you. Nothing reaches QuickBooks until you say yes.
Your brand on every deliverable
Every report carries your firm's name, not ours. Your clients never see Fidelis.
Does this replace QuickBooks Online?
No. QuickBooks stays where the books live. We just do the heavy lifting inside it.
Will the AI post on its own?
No. You approve every entry first — nothing posts without your OK.
Do my clients see Fidelis?
No. Every report shows your firm's name, not ours. Your clients stay yours.
What does it cost?
A one-time fee to onboard your firm — set up your client roster and train your team — is $5,000, or $2,500 for the first 100 firms (our founding offer). Then a flat monthly platform fee plus a small fee per client you put on it. Cleanup is priced by how big the backlog is.
How long is onboarding?
About a week. You add your whole client list at once — not one at a time — and we train your team.
Does it handle monthly bank reconciliation?
Yes. It does the monthly matching for you, then you give it a final OK in QuickBooks. Ongoing monthly work is covered at /pros/monthly.
What documents do I collect each month?
It keeps a simple monthly checklist for each client — bank, credit-card, and loan statements — and shows you what's still missing.
Do you offer CFO analytics or tax projections?
Yes. Once the books are clean, you can generate plain-English financial insights and an estimated tax bill for each client — both branded as your firm's. (The tax number is an estimate, not tax advice.)