For accounting & bookkeeping firms · QuickBooks Online
Every client's bank reconciliation, done before you open QuickBooks.
Our agent reads each client's bank and card statements, checks every line against QuickBooks, and hands you a short list: what's missing from the books, what just needs matching, and the fix for each. You approve; it's done.
Demo login: demo@nexoratechnologies.co · password NexoraDemo2026 · sample data, no sign-up
How it works
Three steps, and only one of them is yours.
Connect QuickBooks
One click per client company. No developer app and no setup on your side.
Upload the statement
The app tells you exactly which statement it's missing ("Chase Checking ••4417, September") and you drop the PDF or CSV right there. No shared drives, no folders to name.
Review what it found
Every line is cross-checked against the books. Missing transactions come with the entry ready to add; you approve before anything is written.
What you'll see
Differences explained, not just flagged.
Why firms switch
Close the month in days, not weeks.
- Hours back every month. Line-by-line statement review stops being a person's job.
- Nothing slips through. Every statement line is checked against the books, to the cent.
- You stay in control. QuickBooks is only read until someone on your team approves a change.
- Up to date every morning. New statements are reconciled overnight, not at quarter-end.
- Healthier client files. Uncategorized items, stale receivables and old open items show up as plain-English to-dos.
- Private by design. Your firm gets its own isolated workspace and sign-in. Statements are stored encrypted in a private vault, never in a shared drive.
- Scales with you. Add a client and it's covered the same day, without adding staff.
- Local support. A team in Houston, Texas, in your time zone.
client companies reconciled with it at Marketium, the accounting firm we built it with. It runs there every day, on real books, before it runs anywhere else.
Pricing
Try it free. Then one simple price per company.
Minimum 10 companies ($190/month). Your firm's dedicated AI workspace (Claude Team) is billed at cost, with no markup.
- Unlimited bank and credit card accounts per company
- Daily statement-to-QuickBooks reconciliation
- Suggested entries, approved by your team before posting
- Health recommendations for every file
- In-app statement uploads, encrypted storage
- Setup done by us, plus Houston-based support
7 days on 2 of your client companies, free. No card. You only continue if it saves you time.
That's what a few hours of staff time costs. Reconciling 20 companies by hand usually takes far more than that every month.
Free 7-day trial
See it reconcile 2 of your clients. Free, for 7 days.
A person (not a bot) replies within one business day to set up a short call. You sign the NDA and service agreement online (nothing is charged during the trial), we connect 2 of your client companies to QuickBooks together, you upload their statements, and in a few days you see every difference it found. If it's worth it, you add the rest of your clients. If not, you owe nothing and we delete the data on request.
Questions
The ones firms ask first.
Does it change anything in QuickBooks on its own?
No. It reads QuickBooks to do the comparison. Entries it suggests are only posted after someone at your firm approves them in the app.
Which QuickBooks versions work?
QuickBooks Online (including Accountant). QuickBooks Desktop isn't supported.
Which banks?
Any. Upload the monthly statement as PDF or CSV; scanned PDFs work too. Every statement is checked so that opening balance plus lines equals the ending balance before it's used.
Where is our data kept?
In your firm's own isolated workspace on AWS (US), with its own sign-in. Statements are encrypted and private; no one at another firm can reach them.
How long does setup take?
Usually the same week: a short call, the NDA and service agreement signed online, then we connect your QuickBooks companies together and invite your team.
What does the free trial include?
7 days, 2 of your client companies, all their bank and card accounts, the full app. No charge and no card. You sign the NDA and service agreement online first, so your clients' data is protected from day one, and fees only start if you tell us to continue.
What does it cost after the trial?
$19 per QuickBooks company per month, with a 10-company minimum ($190/month). Your firm gets its own dedicated AI workspace (Claude Team), which is passed through at exactly what it costs us.
Is there a contract?
No long-term contract: month to month, cancel with 30 days' notice. You pay for the companies connected that month.