For the solo bookkeeper
Handle 25 clients like you handle 10.
Advisacor drafts the monthly close on your QuickBooks Online clients. You review, adjust, and send. No more burning weekends on adjusting entries and tie-outs.
Launching soon — join the waitlist for pilot access.
The solo bookkeeper problem
You're not a bookkeeping problem. You're a capacity problem.
Month-end
Every close eats the same 4–6 hours per client — reclassifications, bank tie-outs, uncategorized transactions, owner reimbursements. Multiply by 10 clients and your month never ends.
Growth
You'd take on more clients, but you already work weekends. Hiring a subcontractor means training, review, and margin loss. So you cap at 10 and leave money on the table.
Risk
One missed reclassification or an out-of-period entry becomes your problem — even when the owner miscategorized it in QBO. You need a second set of eyes you can trust.
How it works
Three steps. Fifteen minutes to first draft.
01
Connect QuickBooks
One-click OAuth into your first client's QBO file. We pull the trial balance, chart of accounts, and transaction history. Read-only until you tell us otherwise.
02
Advisacor drafts the close
Reclassifications, accruals, prepaids, bank ties, and owner adjustments — proposed with reasoning you can audit. Auto-detected industry framework applied (retail, services, healthcare, and more).
03
Review and send
Accept, edit, or reject each proposed entry. Push adjusting entries back to QBO with one click. Export a plain-English monthly report for your client.
Built for the way you actually work
Every close is a conversation with your AI teammate.
Auto industry detection
Advisacor reads the chart of accounts and applies the right framework — retail, services, construction, healthcare, non-profit, SaaS, manufacturing, professional services, government contracting, or fund accounting.
Reclassification engine
Catches miscategorized transactions the owner made in QBO. Proposes the right account with reasoning you can read.
Accrual + prepaid tracking
Remembers monthly rent, insurance, and subscription patterns. Proposes accruals and prepaid amortizations without you re-explaining every month.
Bank + credit card tie-outs
Reconciles to statement balance. Flags timing differences and outstanding checks with the exact transactions that need attention.
Client-ready monthly report
Plain-English narrative for the owner: what happened, what to watch, what to ask about. Not a P&L dump.
Audit trail on every entry
Every AI-proposed entry logs the source data, the reasoning, and your accept/edit/reject decision. If you ever need to explain a number, it's there.
See Advisacor draft a real close on one of your clients.
Connect one QBO file. Watch the draft close land in under 15 minutes. No card. No commitment. Just proof it works on your data.
Solo bookkeeper pricing
Priced for a real practice — or lighter if you're still evaluating.
Solo Starter
$79/month
1–3 QBO clients
- →Full review-assist close on every client
- →Auto industry detection
- →Monthly client-ready reports
- →Full audit trail
- →Full Close early-access add-on: $149/client/mo
Solo Pro
$149/month
4–10 QBO clients
- →Everything in Solo Starter
- →Multi-client dashboard
- →Batch close review across clients
- →Priority email support
- →Full Close early-access add-on: $149/client/mo
Or, lighter option
Review Assist — $99/mo
Read-only close review. 9-source findings feed (variance, anomalies, reconciliation, cutoff, duplicates) plus an 8-assertion coverage badge — but no write-back to QBO. Ideal if you want a second set of AI eyes on the close before you're ready for full automation.
All plans include unlimited monthly closes on your covered clients. No per-close fees. No per-transaction fees. Cancel anytime.
Full Close early access · limited pilot
Want Advisacor to do the close for you?
For an add-on fee per client, our team drafts and reconciles the entire monthly close, human-QA's it, and hands it back to you ready for your client sign-off. Limited to 10 pilot clients in Wave 1.
Common questions from solo bookkeepers
Frequently asked.
Does Advisacor replace me?
No. Advisacor drafts the close so you can review, edit, and send faster. The relationship with the client, the judgment calls, and the final sign-off are always yours. We're a capacity multiplier, not a replacement.
What if the AI proposes a wrong entry?
You reject or edit it. Every proposed entry shows its reasoning and source data. Nothing is pushed to QBO until you approve. Rejections train the model on your client's patterns over time.
Do you support Xero or only QuickBooks?
Wave 1 is QuickBooks Online only for the solo bookkeeper plan. Xero support is on the roadmap and already available for firm plans. If you're QBO-only, you're fully supported today.
Is my client data secure?
Yes. SOC 2 aligned, HIPAA-ready. Client data is encrypted at rest and in transit. We never train models on your client data. Read the data processing addendum during signup.
How long is onboarding?
First QBO connection to first draft close: under 15 minutes. That includes OAuth, initial trial balance pull, and industry framework detection.
What happens if I cancel?
You keep read-only access to your existing close data for 90 days. You can export everything. No auto-renewals into higher tiers. No cancellation fees.
Your next month-end doesn't have to eat your weekend.
Connect one QuickBooks client. See the draft close in under 15 minutes. Decide from there.
Launching soon — join the waitlist below.