For the firm
Never scramble when a bookkeeper leaves.
Advisacor gives your firm a shared AI teammate across every client engagement, a real-time multi-client dashboard, and elastic Full Close capacity when your team is short-staffed. Standardized closes. Predictable capacity. No more scrambling.
Connect your QuickBooks Accountant firm master. Under 15 minutes.
What breaks a firm
The three failure modes every firm owner already knows.
Staffing risk
A senior bookkeeper gives notice. She had 12 clients. Half her workpapers live in her head. You have 30 days to hire, train, and hope nothing drops. Your Q-end just became a bonfire.
Firm-wide inconsistency
Every bookkeeper closes differently. Different accrual habits, different reclass logic, different report formats. When a client moves between staff, they notice. When you review workpapers, you spend more time on style than substance.
Capacity spikes you cannot hire for
You take on 4 new clients in Q1. You lose 2 staff in Q3. You cannot hire fast enough for the swing. Contractors are expensive and inconsistent. So you burn out your seniors instead.
How it works for a firm
Firm master to standardized close in fifteen minutes.
01
Connect your firm master
One OAuth into QuickBooks Online Accountant pulls every client file your firm manages. Xero support rolling out in Wave 1. Seat and permission controls per staff member.
02
Standardize every close
Firm-wide close templates, industry frameworks, and review checklists. Every bookkeeper on your team closes to the same standard. Every client report reads like it came from the same firm, because now it does.
03
Full Close when you need it
Losing staff or spiking on new engagements? Turn on Full Close for a subset of clients. Our team drafts and reconciles, human-QAs, hands it back to your partner for sign-off. Turn it off when you rehire.
Built for firm operations
Everything your close manager wishes existed.
Multi-client dashboard
Every client, every close, every status on one screen. Filter by owner, by industry, by close stage. Spot the slippage before month-end 20th.
Firm-wide standardization
Close templates, review checklists, and report formats set at the firm level. Every staff member closes to the same standard. Every client output looks the same.
Seat + permission controls
Assign clients to staff. Restrict Full Close visibility. Partner-only report approval. SOC 2 aligned access controls.
Elastic Full Close capacity
Turn Full Close on for one client, five clients, or twenty. Off-boarding a senior? Onboarding a new engagement? Adjust capacity per month without a hire.
Ten industry frameworks live
Retail, healthcare, non-profit, SaaS, manufacturing, professional services, construction, government contracting, fund accounting, and services. Auto-detected from the chart of accounts.
Full audit trail across the firm
Every AI-proposed entry, every human accept or edit, every partner sign-off, timestamped and searchable. Peer review and workpaper review just got a lot faster.
See your entire book of business on one screen.
Connect your QuickBooks Accountant firm master. Under 15 minutes to see every client, every close status, every AI-proposed entry across your firm.
Start free reviewFull Close early access · limited to 5 firms in Wave 1
The staff-insurance mode.
For a per-client add-on fee, our team drafts and reconciles the monthly close, human-QAs it, and hands it back to your firm ready for partner review. Turn it on for the clients where you are short-staffed. Turn it off when you rehire. Elastic capacity without a permanent headcount decision.
Firm Starter add-on
$149/client/mo
Up to 10 firm clients
Firm Growth add-on
$129/client/mo
Up to 30 firm clients
Firm Scale add-on
$99/client/mo
30+ firm clients
Firm pricing
Three plans. Per firm, not per seat.
Firm Starter
$299/month
Up to 10 firm clients
- →Unlimited staff seats
- →Multi-client dashboard
- →Firm-wide standardization
- →Full audit trail
- →Full Close add-on at $149/client/mo
Firm Growth
$599/month
Up to 30 firm clients
- →Everything in Firm Starter
- →Priority support
- →Custom close templates
- →SSO for staff seats
- →Full Close add-on at $129/client/mo
Firm Scale
$999/month
30+ firm clients
- →Everything in Firm Growth
- →Dedicated implementation lead
- →Quarterly firm-standards review
- →Custom SLA
- →Full Close add-on at $99/client/mo
Firm plans include unlimited staff seats. Client count means unique QBO files under your firm master. No per-close fees. No per-transaction fees. Cancel anytime.
Common questions from firm owners
Frequently asked.
Does Advisacor replace my staff?
No. Advisacor is a capacity multiplier and a standardization layer for your existing team. Your staff still owns the client relationship, judgment calls, and partner sign-off. Full Close is designed as elastic capacity for staffing gaps, not permanent replacement.
How does QuickBooks Accountant firm master OAuth work?
One OAuth authorizes your firm master account. Every client file under that master becomes visible in the Advisacor multi-client dashboard. Individual bookkeepers on your team see only the clients you assign them.
What about Xero clients?
Xero support is rolling out during Wave 1. If your firm is Xero-heavy, tell us during signup and we will prioritize your onboarding sequence.
How does Full Close billing work?
Full Close is a per-client-per-month add-on on top of your firm plan. You turn it on and off per client each month. If you turn it on for 4 clients in June and 2 clients in July, you pay for 4 in June and 2 in July. No annual commitment.
Who does the Full Close work?
Vetted contract bookkeepers under an Advisacor QA layer. Every Full Close file is human-reviewed before hand-back to your firm. Your partner still signs off on client output.
Is my firm and client data secure?
SOC 2 aligned, HIPAA-ready. Encrypted at rest and in transit. Firm-level and staff-level access controls. Full data processing addendum available during signup. We never train models on your client data.
Your next departing bookkeeper doesn't have to break your firm.
Connect your QuickBooks Accountant firm master. Under 15 minutes to see every client, every close, every AI-proposed entry across your firm.
Start free reviewNo card required. Cancel anytime.