What firms say after the switch

Recorded, not written for us. Every line below is from a recorded call or a note the customer wrote. Filler words are removed, a skipped passage is marked with three dots, and nothing is added. Each person agreed to be named.

The pattern The same three things come up in every recording: time back, because the data is pulled instead of keyed; one place instead of five subscriptions that did not talk to each other; and clients who use the portal without being chased. None of the customers below were asked to say any of that.

Two weeks to two days
An hour to 15 minutes
Workload cut to a quarter
One place instead of five
Multi-line invoice upload

Kenji Ridley

Licensed financial advisor, estate planner and accountant. Community Solutions Financial, Delaware County, Pennsylvania. 31 years in practice, serving small business owners and individuals in more than 35 states. Recorded August 18, 2026.

Before

Too many different software providers. They all did not talk to each other, or as I like to say, play nice in the sandbox. The cost, the monthly subscription cost for all these different softwares, and I lost time and productivity, and I used to get frustrated.

After

The thing that has made me the most excited about what you guys are delivering, you're giving me time back and I can operate in one place. I don't have to operate in five different places.

The client that I onboarded today, he's been a long-standing financial advisory client and estate client, but he has a nonprofit that is growing, and he needs to do financials for grants and things. When I explained all the things were in there, he said, "Sign me. Send me my portal link now."

How much time was it gonna take me to learn? And it took me hardly any time. The bookkeeping part is easy.

The differences here are it's pulling the data, and I just need to work through the data versus the data entry. That is changing my approach. I'm so used to having the data have to be entered versus pulled, where I just have to clean it and scrub it. Ballgame.

It's worth every dollar you spend because I keep showing you the alternatives. I show you this site, that site, but how much do you spend here on this? And it's disparate, where in reality we don't need all those things. When you're an accountant, a bookkeeper, a financial advisor, and you're working in these realms, this is a all-in-one solution.

If you got any experience with this, this is your solution, 'cause you're gonna start seeing relief immediately.

Stephan Doyon

Accountant and tax preparer. Recorded July 2026.

Before

Manual. Manually, Excel. Basically all manual. Very long.

After

This process here that we're doing here ... like this is revolutionary. Because even QuickBooks, you cannot upload multi-item invoices like this. ... Do you know how many people are dealing with clients that come with a shoebox or that you need to rebuild everything from scratch?

So far we have never seen a tool that can do it like the way that we just talked about today, and we tested. That's unheard of.

You have direct communication in the interface, that you can send messages right away if there's a question. I've never seen that. You don't have to spend hours and days on the phone waiting. It's very fast response and very refreshing.

I would say I would jump. Go. Do it.

Hannah Bary

Bookkeeper. Video testimonial, 2026.

After

The file that took me 2 weeks to do last year took me 2 days.

Sandra Shannon

Accountant. Recorded August 2026.

After

It used to take me like an hour to get all their stuff handled for the day, and I think today it took me like 10 or 15 minutes.

Erin Tofani

Accountant. Video testimonial, 2026.

After

It's great. It's so fast. It was just a matter of minutes.

Berny Dupree

Accountant and tax preparer. Recorded July 2, 2026.

After

Amazing. It's amazing. That's all I can say. When I put in [the client's] stuff in here, it reconciled right away. I just scanned it in.

Vickie Diehl

Bookkeeper and tax preparer. Recorded July 29, 2026.

Before

Hours and hours of data entry, manually putting everything in over and over and over again.

After

Everything so far has worked great.

Give it a shot. They won't regret it. You'll cut your workload in quarter. You'll have time left to do other things now.

David J Le

Accountant and tax preparer. Written, 2026.

After

This is a very different vision from traditional accounting software, and I believe it has the potential to fundamentally change how firms operate.

The numbers we can stand behind

Two weeks to two days for one bookkeeper's largest file, in her words above.
An hour to 10 or 15 minutes for one accountant's daily document handling, in her words above.
Five subscriptions to one for a 31-year advisory and tax practice, in his words above.
No automation percentage. We do not publish a "percent of work automated" figure because we have not measured one across firms. When a firm agrees to a before-and-after study, it will be here with the method.

These are individual results, not typical outcomes. How much time a firm gets back depends on its workflows, how many clients use the portal, and how fully the team adopts the review-instead-of-enter way of working.

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