For bookkeeping & accounting firms
Your firm's reality lives in a hundred email threads. Matchbook reads them all — flags what's urgent, catches scope creep, tracks who's waiting on whom, and moves the documents into books.
How it works
Each client gets a Matchbook address behind your brand. They forward receipts, statements, and questions exactly as they do today — no app to teach, no portal to nag them into.
Slack-based client channels are supported too, for clients who live there.
Every message is classified the moment it lands: urgent vs. routine, in-scope vs. new work, document vs. question. The morning view is your whole practice, ranked by what actually needs you.
Response tracking means nothing rots in a thread — you see who's been waiting, on both sides, before it becomes a phone call.
Receipts and statements are classified against each client's chart of accounts and staged for review. Your team approves; Matchbook posts to QBO. Every entry has its source document attached.
Nothing ever posts without human approval.
« While you're at it, could you also… » — Matchbook flags requests that fall outside the engagement, so you can quote the work instead of absorbing it.
The client portal carries your firm's name, logo, and colours. Your clients are your clients — Matchbook stays in the back office.
Pricing
No platform fee, no monthly minimum, no per-document charges, no per-seat charges, no feature tiers. Add a client, pay $18. Every feature is included for every firm.
Questions firms ask
For many firms, yes. Matchbook extracts the work from where it actually arrives — client communication — instead of asking your team to re-type it into a task tracker. Triage, follow-ups, and response tracking happen automatically.
Minutes, not meetings. Create the client, connect their QBO file, and share their forwarding address. Historical context builds as documents and threads flow in.
In Canada — stored and processed in the Montréal region, encrypted in transit and at rest, with two-factor authentication on every account. Details on the security page.
No. Classification is staged for human approval before anything posts to QBO. Your team stays the last word on every entry — the AI does the typing, not the deciding.
