Four things your practice gets
Any staff member can pick up any client
Preciseli records how each client's books are coded. When a file changes hands, the new preparer starts with everything the last one knew.
How it learns a client Quality standardsThe same 8-point close for every client
Preparer and reviewer sign-off on every month, with each finding settled before it closes.
See the 8 points Client knowledgeYour firm keeps what it learns
Rules, answers and explanations are recorded per client, with who decided and when.
What's kept Client reportsA better monthly deliverable
A report pack for every closed month, in terms your clients understand.
See the report packReassign a client without relearning it
When you connect a client, Preciseli reads 12 months of its books and drafts a profile of how they're kept. Your staff confirm it once. Every suggested coding after that follows the profile and names the rule behind it.
Vendors and customers
What each one is for, and how it's always coded.
Account standards
Which accounts the client uses for each kind of spend, and which should stay empty.
Related parties
Owners, partners and family members, flagged on every transaction.
Open questions
Where the client's history contradicts itself, Preciseli asks instead of guessing.
Staff turnover and busy season stop costing you a month of relearning. The new preparer starts from what the last one confirmed.
Quality standards maintained across all clients
Every client goes through the same 8-point month-end checklist, whoever prepares it. Each finding is fixed, or waived with a written reason, before the month can be signed off. You set the limits that suit each client, such as the receipt amount or the outlier threshold. The checks stay the same.
Bank and card accounts reconciled
Reconciled to month-end, with nothing left unmatched for weeks.
Receivables and payables tie out
Subledgers agree with the balance sheet.
Uncategorized and suspense cleared
Nothing parked in "Ask My Accountant" at month-end.
Undeposited funds cleared
Customer payments received but never deposited are found.
No duplicate bills or expenses
The same vendor and amount entered twice, or as both a bill and an expense.
Receipts attached
Expenses above the amount you set for the client have their receipts attached.
Bills checked
Totals that don't add up, new vendors to verify, amounts that jumped, wrong dates.
Changes explained
Big moves from last month, unusual spend and missing monthly bills, each explained.
Review the work, not the books
Your reviewers see what was found and how it was settled, so they spend their time on judgement instead of re-performing the close.
- Every finding and how it was settled: fixed, or waived with a written reason.
- Preparer and reviewer sign-off, each with a name and a time.
- A snapshot of the month at sign-off. Reopening a month needs a reason, and it's recorded.
- A log nobody can edit of every change: who suggested it, who approved it, and what was posted.
- Oct 2, 2026Preciseli asked: coded to 3 different accounts last year. Which one should it be?
- Oct 3, 2026Client answered: Office Supplies, unless one purchase is over $2,500. Then it's Equipment.
- Oct 3, 2026Priya Nair created a rule from that answer, and locked itVersion 1 · applies to bills and card charges
- Nov 4, 2026October close: a $3,180 printer coded to Equipment by the rulePrepared by Jordan Ellis, reviewed by Marcus Lee
Your firm keeps what it learns about each client
Why a client's books are kept a certain way usually lives in one staff member's head, or in an email from two years ago. Preciseli records it per client as the work happens.
- Every rule, with who set it, when, and each version since.
- Every answer the client gave, so nobody has to ask again.
- Every month-end explanation, for each waived finding and each change that was explained.
- 13 months of close history, ready when someone asks at year-end why something was booked that way.
A monthly deliverable your clients will read
Each closed month produces a report pack for the client. Every report answers a question owners actually ask.
Customers owe $48,920 across 17 open invoices. $11,400 of it is more than 60 days past due, almost all from Lakeside Builders (invoices 1142 and 1159).
See the 17 invoicesExtra hands for busy season
Insight's bookkeepers can work your clients on Preciseli, under your firm's name, for tax season, a backlog or a cleanup. They follow each client's profile and the same checklist your staff do, and your reviewers sign off.
- Your clients deal only with your firm.
- A written commitment that we never approach your clients.
- By the month, or for one project.
Start with a few clients
Most firms start with three to five clients, then add the rest once the first month has closed.
Connect a client
Sign in to the client's QuickBooks Online or Zoho Books from Preciseli.
Preciseli drafts the profile
It reads 13 months of history and drafts how the client's books are kept.
Your staff confirm it
Accept, edit or reject each item, and send the open questions to the client.
Close the first month
Run the checklist, settle the findings, sign off, review and send the report pack.
Coming for firms
These aren't built yet. Founding firms help decide what comes first.
Firm dashboard
NextEvery client on one screen: which months are closed, in review or still open.
Firm-wide standards
NextSet your rules and limits once for the firm, then adjust them for any client.
Staff assignment
PlannedAssign preparers and reviewers to clients. Today staff are invited to each client.
Bank coding and 1099 checks
PlannedBank lines coded from each client's profile, and 1099 and W-9 readiness.
Priced per client, so you can build it into your fees
Prices per client company, per month, in USD.
Preciseli for Firms
| Clients | Per client, per month |
|---|---|
| First 25 clients | $150 |
| Each client above 25 | $100 |
- A profile for each client, learned from its history
- 8-point month-end close with preparer and reviewer sign-off
- Client decisions and close history, kept per client
- Monthly report pack and Ask Aurora for each client
- No charge for staff seats
Founding firm
Three months at a reduced rate, in exchange for regular feedback and a short case study. Founding firms help set what we build next.
Overflow bookkeepingPriced per client by the client's annual revenue, billed to your firm.
What firms ask us
Does this replace QuickBooks Online Accountant?
No. Your clients' books stay in QuickBooks Online or Zoho Books, and your staff keep using them. Preciseli works on top: it learns each client, runs the month-end checks and records the sign-offs.
Can Preciseli change a client's books on its own?
No. Every change is a suggestion that waits for approval by someone with the right role, and the log shows who approved it.
Do our clients see Preciseli?
Only if you invite them. You can give a client access to their report pack and Ask Aurora, and send them the open questions about their books.
Can each client have different limits?
Yes. The checks are the same for every client, but you set the limits that fit each one, such as the receipt amount and how big a change needs explaining.
If we use your overflow bookkeepers, will you approach our clients?
No. Your clients deal only with your firm, and we put that in writing.
How is client data protected?
Sign-in needs a password and an authenticator app. Each client's data is kept apart from every other's, connections to accounting systems are encrypted, and every change is logged.
Automate the routine. Stay in control. Focus on what matters.
Become one of our founding firms
We're taking on five US firms to start. Tell us how many clients you close each month and which accounting systems they use, and we'll set up your first clients with you.