UpperBooks spots what needs a human's attention — so you don't have to dig for it.
Illustrations — not real client data
UpperBooks flags what needs a decision — categorization, missing accounts, compliance risk. Checked the same way, every time. Nothing changes until you approve it.
Transactions, the chart of accounts, and past history sync in automatically — so the AI learns this client's patterns from day one.
Checked against IRS guidance, your chart of accounts, and bookkeeping best practices — flagging what needs a decision.
They agree, or reject and correct it — teaching the AI for next time. Every decision is saved to a batch.
They review the batch and approve it. Only then does it write back to your accounting software.
Reconciled transactions are never touched, even after approval.
Every client gets one activity feed — the AI's work, your team's replies, and the decisions that followed, all in one place. Nothing gets lost in a separate inbox.
Comment, resolve, and follow what matters — the whole history stays with the client, not scattered across email threads.
Clients are part of the conversation too — not locked out of it.
From a one-person shop to a growing firm — the goal is less busywork. AI does the first pass, you make the final call.
You always decide. Your bookkeeper prepares the work; nothing writes back to QuickBooks until you approve the batch.
You always see the cost. AI spend runs on prepaid credits, tracked to the penny — no surprise bill.
AI watches a synced copy of your books. It never changes the real ones without your approval.