For CPA firms

Monthly books closed by day 5, so your team can do CPA work.

We do your clients' monthly bookkeeping under your firm's name and hand it back review-ready by business day 5. You keep the client relationship and the final review. We do the rest.

Send us one client's month, freeSee how it works

Month-end shouldn't run your firm.

Month-end eats your best people

The people you most need on tax and advisory work spend the first weeks of every month on reconciliations.

Bookkeeping is hard to staff

Good bookkeepers are hard to find and slow to train, and every new hire still needs managing and checking.

Clients still expect monthly books

Dropping bookkeeping means losing clients you'd like to keep. Doing it in-house caps how many you can take on.

How the Day-5 Close fits a CPA firm.

Under your name

Your clients see your firm, your branding and your emails. We work behind you.

Review-ready, not raw

Every file comes with a one-page Review Pack: what changed, what we flagged and why, and the open questions.

Tax season covered

Extra capacity January to April at the same per-file price, with no new contract.

How the Tax Season Surge works

Month to month

Priced per client file. Add or remove files any month, and keep every file if you leave.

AI-native, people-checked

Why we can promise day 5

Most bookkeeping is slow because people do the repetitive parts by hand. We built our own automation to do those parts first, so our people spend their time on the checks that need judgment.

Rules for every client

Each client gets categorization rules built from their own history. Routine transactions are coded before anyone opens the file.

Matching done for us

Bank and card lines are matched to ledger entries automatically. People only work the exceptions.

Checks that never get tired

Every file is compared with last month. Jumps in spend, missing entries and balances that don't tie are flagged for review.

People sign off

A bookkeeper works the flags, then an ACCA-qualified reviewer checks the file. Nothing reaches you on automation alone.

  1. Statements in
  2. Automation codes and matches
  3. Bookkeeper works the flags
  4. Reviewer signs off
  5. Review Pack

Automation does the volume. People do the judgment. That's how one month closes in five business days without cutting corners.

Guarantees

Three guarantees, in writing.

Closed by business day 5, or that client's month is free.

If a client hasn't sent something, we flag it in the Review Pack so you know exactly what's missing.

Guaranteed

If your reviewer finds our error, it's fixed in 24 hours and that month is free.

Every file is checked twice before it reaches you.

Guaranteed

Not getting time back after 30 days? Month one is refunded in full.

And you keep all the work.

Guaranteed

FAQ

Questions, answered plainly.

Yes. Your clients see your firm, your branding and your emails. We work behind you and never contact your clients unless you add Client Chase, which also runs under your name.

Every file is checked twice: by the bookkeeper who does it, then by an ACCA-qualified reviewer. ACCA is a global chartered accountancy body. If your reviewer still finds an error we made, we fix it within 24 hours and that month is free.

Access is read-only wherever the software allows, limited to the files we work on, and removed when you leave. We sign your NDA and data processing agreement before we start. Full details are on our security page.

Month to month, priced per client file. Add or remove files any month.

Yes. Start with the Close Test on one client, then pick the files you want to move. Pricing is per client file, so you can add or remove files any month.

Try it on one client first.

  1. Step 1

    Fill in a 60-second form

  2. Step 2

    Send last month's statements and read-only access

  3. Step 3

    Get it back closed in 72 hours

Send us one client's month, free

Closed by day 5, or that client's month is free.

Or email info@invitrex.com