Founding close-readiness pilot

Test one close. Decide with evidence.

For bookkeeping firms that repeatedly chase monthly statements through email, shared folders, and spreadsheets—and still need a reliable answer to what is actually ready.

First 3 firms

$200

One-time and non-renewing. A no-cost sanitized walkthrough comes first; payment starts only after fit, scope, and the controlled live-data gate are confirmed.

Fit application

Tell us about the next close.

No account or payment required

Full nameWork emailFirm nameFirm websiteOptionalFirm sizeRecurring bookkeeping clientsHow do clients send documents today?Next close dateWhere does the chase or review break down?Optional

I understand this is one close month for up to five clients, ending after 45 days. Live use starts only after my firm is approved for the controlled pilot and excludes tax returns, identity documents, Social Security numbers, bookkeeping, statement conversion, email-attachment intake, SMS, and accounting-system integrations.

We use these details only to evaluate and contact you about this pilot. See our privacy notice for handling details.

Live files are limited to approved founding firms.

Applying does not authorize sensitive uploads. A paid live pilot starts only after malware scanning, retention deletion, cross-firm negative tests, incident rehearsal, and processor-term review pass for a specifically allowlisted firm. The founding pilot excludes tax returns, identity documents, and files containing Social Security numbers. Formal penetration testing, attorney review, and backup coverage are general-availability milestones and are not represented as complete today.

Review the current security boundary