Run a clean monthly close on every client — without adding headcount.
Keep every client's books clean each month — no extra staff. The AI sorts the transactions and does the bank matching; you review and approve. Clear financial reports and an estimated tax bill come built in, all under your firm's name.
Augment, don't replace
It works right inside your QuickBooks every month. Nothing to migrate, nothing new to learn — just more capacity.
Nothing posts without your review
Each month the AI does the work and lines it up for you. Nothing reaches QuickBooks until you say yes.
Your brand on every deliverable
Every monthly report carries your firm's name, not ours. Your clients never see Fidelis.
Is this monthly or one-time?
Monthly. Every client's books get cleaned, matched, and reported fresh each month. (Cleanup is the one-time catch-up that gets you here.)
How is this different from cleanup?
Cleanup is the one-time catch-up that clears a backlog fast. This is the ongoing monthly work that keeps every client's books clean after that. Most firms start with cleanup at /pros/cleanup.
Do you handle monthly bank reconciliation?
Yes. It does the monthly matching for you each month, then you give it a final OK in QuickBooks.
What 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. 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.)
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. The financial insights and estimated tax bill are included.
Do my clients see Fidelis?
No. Every monthly report shows your firm's name, not ours. Your clients stay yours.