Products and packages
One platform. A package for every stage of your books.
Start with reconciliations, add a system that learns how your books work, then prepare for audits and tax season — with the people responsible for the books in control at every step.
Why Advisacor is different
Not another AI chat tool. An accounting teammate that learns, shows its work and answers to you.
It remembers your books
RA Pro’s patent-pending memory learns how each company works: which account a vendor belongs in, recurring entries and the corrections your reviewers make.
Confidence is earned, not guessed
Confidence rises when a suggestion is accepted and falls when it is corrected. Only well-established patterns are proposed with high confidence; anything less certain is flagged for closer review.
People stay in charge
When a reviewer corrects a suggestion, the correction is recorded and future suggestions learn from it. Proposed entries are routed to your reviewers, and your approval rules decide what posts.
Every suggestion shows its work
Findings and proposed entries carry the evidence behind them, so a reviewer can see why, not just what.
Your data stays yours
Each company’s memory is kept separate, reviewer decisions and posted entries are locked once recorded, memory records can’t be deleted, and your books stay in your own QuickBooks Online or Xero file.
Patent-pending memory · RA Pro
It learns how your books actually work.
Instead of starting from scratch every month, Advisacor builds a memory for each company, scores how sure it is, and gets sharper every time your reviewers correct it.
Walled off and permanent
Each company’s memory is kept separate from every other company’s, and memory records can’t be deleted.
- 01
It studies your history
RA Pro reads up to 24 months of your QuickBooks Online history — purchases, bills, journal entries, invoices and deposits — to build its memory.
- 02
It learns three kinds of patterns
Which account each vendor belongs in, which entries recur and on what cadence (weekly through annual, with the next expected date), and what a normal amount looks like for each pattern.
- 03
It scores its own confidence
Vendor-to-account confidence uses a statistical lower bound, so a few lucky matches can’t look certain: it’s marked high-confidence only with at least 5 examples and a score of 85% or better. Recurring entries earn high confidence only when they arrive on a steady schedule.
- 04
It proposes, with a traffic light
Every suggestion is green, yellow or red. Only green suggestions can be accepted in bulk; everything else gets a closer look from a reviewer.
- 05
It learns from your corrections
When a reviewer changes the account on a vendor suggestion, that counts against the old account and for the new one. It also flags recent postings that conflict with an established pattern, so mistakes surface instead of repeating.
Balance sheet reconciliations
Reconciliations that tie out to the cent — and show their work.
The kind of balance sheet review a senior accountant does at month-end, run across your accounts and handed back as finished workpapers.
- tie-out engines
- 7
- unexplained differences calculated
- To the cent
- kinds of reconciling items tracked
- 4
- fingerprint on every workpaper
- SHA-256
Ties your balances out
Accounts receivable and payable aging, inventory valuation, fixed-asset roll-forwards and individual balance sheet accounts are each tied to the trial balance. Open items received but not yet billed are listed and aged, and a summary check confirms the whole balance sheet balances.
Sorts every difference for you
Each variance is classified as tied, auto-cleared, needs review or kicked out, using dollar and percentage tolerances you control.
Explains what’s left
Reconciling items are separated into timing, documented, reclass and error, and the unexplained remainder is calculated exactly, so nothing hides in a rounding line.
Flags what a sharp reviewer would
Customers with credit balances, vendors with debit balances, negative inventory, and asset activity sorted into additions, disposals, depreciation and reclasses.
Hands you finished workpapers
Excel and PDF workpapers for every tie-out, each fingerprinted so you can prove the file hasn’t changed since it was produced.
Remembers how you resolved it last time
When an exception comes up, reviewers see how similar exceptions — on the same account or the same type of tie-out — were resolved in the last six months.
Advisacor RA
Cash reconciliations, done for you.
Best for: Small businesses and bookkeepers who want a second set of eyes on the books every month.
What’s included
- Bank and credit card reconciliations for QuickBooks Online and Xero
- Discrepancies flagged for review
- Accounting review findings with supporting evidence
- Proposed journal entries for your approval
- Downloadable PDF and CSV reports
Pricing
- $149/month or $1,490/year
- Early access: $99/month for your first 6 months
- 1 entity included
A read-only review layer: RA suggests, you decide.
Demo video coming soon
Advisacor RA
Advisacor RA Pro
Advanced close support that learns how your books work.
Best for: Growing businesses and accounting firms that want governed journal entries and a system that remembers.
What’s included
- Everything in RA
- Organizational memory that learns your vendors, recurring entries and corrections
- Governed journal-entry workflows, so you control what posts
- AI-assisted variance investigation and explanations
- Up to 24 months of historical review
- Evidence bundles for every finding
- Pulse: ask questions about your financials in plain English
- Industry-specific templates
Pricing
- $249/month or $2,490/year
- Early access: $199/month for your first 6 months
- 2 entities and 5 firm seats included
Demo video coming soon
Advisacor RA Pro
Balance Sheet Reconciliations
Every non-cash account reconciled, with support.
Best for: RA Pro customers who want the whole balance sheet reconciled, not just cash.
What’s included
- Every non-cash account reconciled with supporting schedules
- Fixed asset roll-forwards
- Available as an add-on to RA Pro
Pricing
- +$100/month when added at sign-up ($349/month total; $279 during early access)
- +$149/month if added later
Demo video coming soon
Balance Sheet Reconciliations
RA Audit Pro
Walk into your audit prepared.
Best for: Companies preparing for an upcoming audit, and the firms that support them.
What’s included
- Audit-readiness score with prioritized findings and recommended fixes
- PBC request lists, evidence bundles and assertion coverage
- Tie-outs with variance, anomaly and cutoff investigation
- Auditor workspace with request and response tracking
- Help resolving findings within your package’s capabilities and limits, with required approvals
Pricing
- Pricing will be confirmed before launch
- Requires RA Pro at launch
The readiness score supports preparation and does not replace an independent audit opinion.
Demo video coming soon
RA Audit Pro
RA Tax Pro
Get your books tax-ready before your CPA asks.
Best for: Business owners who keep their CPA and want to hand over clean, ready-to-import books.
What’s included
- Tax-readiness score and year-end cleanup checks
- Owner and S-corp items flagged for your CPA
- 1099 readiness report with the correct year’s threshold
- Fixed-asset additions listing that ties to the general ledger
- Suggested adjustments your CPA can accept or reject
- One-click CPA hand-off package with trial balance exports for common tax software
Pricing
- Schedule C: $299–$399 per tax year
- 1120-S and 1065: $799 per tax year
- 1120: from $999 per tax year
- Add-on to RA or RA Pro: $49–$59/month
- Free reviewer seat for your CPA
RA Tax Pro prepares your books for your CPA. It does not prepare or file tax returns. Proposed pricing; final pricing confirmed before launch.
Demo video coming soon
RA Tax Pro
RA Autopilot
Your accounting, running within the rules you set.
Best for: Businesses that want the monthly close handled end to end, with every action on the record.
What’s included
- Transactions processed and classified automatically
- Every account reconciled
- Discrepancies investigated and corrected
- Journal entries and supporting schedules maintained
- Month-end close completed within the policies you set
- Complete audit trail of every action
Pricing
- Expected $799–$999/month
- Final capabilities, pricing and availability confirmed before launch
Demo video coming soon
RA Autopilot
Early access pricing applies to RA and RA Pro. Products marked Coming soon show proposed or expected pricing; features, pricing and availability will be confirmed before launch. Planned for QuickBooks Online and Xero; capabilities vary by provider.