Silverfin is a cloud file for accounting firms. Client bookkeeping syncs into one data hub and is mapped to a standard chart of accounts. Staff prepare working papers against that live data. Accounts production and corporation tax then use the same numbers. Silverfin says those accounts and tax computations arrive around 80% pre-filled. Review notes, sign-off, and an audit trail sit on the file. A late change can reopen the work it affects. Pulse is the client portal for reports and progress.

It does not replace the ledger. Xero, QuickBooks, Sage, Exact, Twinfield, Yuki, and others are the bookkeeping systems it syncs from. Two official pages disagree on regions. The technology-partners page limits Xero to the UK and Ireland and QuickBooks to the UK and the US. The feature integrations page says both are available in all regions. Neither page says QuickBooks Online versus QuickBooks Desktop. They call QuickBooks an online accounting package. Double is the US bookkeeping close tool on QuickBooks Online or Xero. FloQast is the close checklist for an in-house team. Silverfin's documented compliance output is statutory accounts and corporation tax, plus optional Mercia checklists, not a US 1040 organizer.

Firms stick when every office was building accounts from a different spreadsheet and refreshing a trial balance by export. Templates and AI mapping keep the chart of accounts consistent, and Silverfin Assistant flags issues on the file with a reason. The client still sees reports through Pulse. You file from the compliance module the firm turned on, and the source bookkeeping system remains the ledger.

Client bookkeeping flows into a structured data hub instead of a fresh export. Named sources include Xero, QuickBooks, Sage, Exact, Twinfield, and Yuki, plus an open API. AI mapping standardizes the chart of accounts. Silverfin says that mapping is 95% or better and improves as it learns the firm's conventions.

Bookkeeping synced into one file

Working paper templates reconcile the file to the synced bookkeeping. Notes and structured sign-off stay on the file, with an audit trail. If a late change breaks finished work, Silverfin reopens the pieces it affects. Standard reports named on the pricing FAQ are profit and loss, balance sheet, and key financial metrics, and they can be branded.

Working papers on current numbers

Accounts production and corporation tax are optional modules charged per file, on top of the hub. Statutory accounts are built from the working papers, and tax computations can be filed from the same data. Mercia checklists and management accounts are also named as per-file extras. Module prices are not published.

Accounts and corporation tax modules

The pitch is one chart of accounts and one set of templates so the file does not depend on which office picked it up. Silverfin Assistant runs checks and explains why an item was flagged. Insights is the portfolio view, with alerts. Talking Points turns review notes into a client conversation outline.

One method across offices

Pulse is the client portal for sharing reports and showing progress on the file. It is not a US tax organizer. Staff collaboration stays in the file: comments, sign-off, and the audit trail.

Pulse for the client

Silverfin syncs client bookkeeping into working papers and accounts. UK examples from £60 to £100 per file per year. No US price card.

Silverfin Review: Working Papers for Accounting Firms

Silverfin

UK example, 125 files

UK example, 2,000 files

Hub, other volumes

Optional modules

Booke (booke.ai) is software that works inside QuickBooks Online or Xero. You invite AI Bookkeeper as a user. It uses the bank feed already connected to that file. No second bank login. Each day it categorizes supported transactions, matches invoices, bills, and receipts, and asks for a document when your rules say one should be there. Low-confidence and unusual items come back to a person with a suggested treatment. In QuickBooks Online the reconciliation work is preparation. In Xero it can take supported reconciliation actions when the file is configured for them. QuickBooks Online or Xero stays the system of record. Booke is not a new ledger, and it does not include a team of accountants.

Kick, Digits, and Puzzle are ledgers you would move to. Bench and Pilot are services where people close the month. Booke is the other model: the file you already have, plus software that does the repeat bank-feed work. You still review exceptions and you still close. A shop that wants to leave QuickBooks or Xero, or that wants someone else to own the close, is looking at a different product.

Firms stick when the same vendors, the same documents, and the same bank-feed questions show up across client files, and they do not want another dashboard. Each client has its own learning from that file's history and from corrections the team confirms. The computer does not have to stay on. Booke runs the work on its own hosted setup after the invite.

Invite AI Bookkeeper into the QuickBooks Online company. It categorizes eligible bank-feed lines, matches them to invoices, bills, and receipts, and prepares reconciliation. It does not finish the close. Lines it is not confident about stay for your team. The existing QuickBooks bank feed stays; you do not add a separate bank connection for Booke.

Work the QuickBooks Online bank feed

Connect Xero once. Booke categorizes, matches documents, and can take supported reconciliation actions in cases Xero and your setup allow. Unsupported or uncertain items stay open. Booke tells you to read the Xero scope on its own, not as a copy of the QuickBooks workflow. Final review and close stay with a person in Xero.

Work a Xero file, with a wider rec step

When a transaction arrives, Booke looks at how that vendor was handled before and whether a document usually exists. If it finds a matching invoice or bill in QuickBooks Online or Xero, it matches it. If the document is missing and your rule expects one, it requests it. You set thresholds, such as which amounts need a receipt. OCR for bills, invoices, and receipts is on the Business plan.

Match documents or request the missing ones

Low-confidence, unusual, split, duplicate, foreign-currency, and policy items are routed for review instead of treated as finished. Confirmed corrections feed that client file only. Booke says learning is not shared across clients. It will use up to two years of chart, vendor, transaction, document, and correction history, depending on the platform and setup. It does not show a confidence score as an accuracy guarantee.

Exceptions stay with a person

The published Business plan is per business. Accounting firms get a second offer: multi-client management, a white-label client experience, and priority onboarding, priced by request. Adding a business mid-cycle creates a prorated charge, then that business is included from the next renewal. The pricing page has an Annual/Monthly control, but the page HTML only showed $129 per business per month.

Firm rollout is a separate quote

Booke categorizes and matches documents inside QuickBooks Online or Xero. Business is $129 per business/month. It is not a new ledger.

Booke Review: AI Bookkeeper Inside QuickBooks or Xero

Booke

AI Bookkeeper (Business)

AI Bookkeeper (Accounting Firms)

Numeric is an accounting organization intelligence platform that automates the close process, providing real-time insights on transactions as they occur. It helps accounting teams reduce manual work and improve efficiency, allowing them to focus on strategic tasks. With features like cash management, account reconciliation, and automated reporting, Numeric transforms the way organizations manage their financial close.

Organize your close and get ahead of month-end.

Close Management

Eliminate hours of manual work by automating 90% of cash matching.

Cash Matching

Automatically create and post journal entries for unmatched transactions.

JE Automation

Create flux reports and build reports without a PhD in your ERP.

Analytics Suite

Detect anomalies in your GL data and ensure compliance.

Transaction Monitoring

Numeric

Essentials

Growth

Enterprise

Double (formerly Keeper) is close software for bookkeeping and accounting firms, and for in-house finance teams. You connect each client's QuickBooks Online or Xero file. The team categorizes bank feeds, attaches workpapers, messages the client, and posts journal entries from one close page. Changes sync back to the ledger. It does not replace QuickBooks or Xero. The client's books still live there.

Firms pay per connected client, with unlimited users. Core is $10 per client per month for a cash-basis close: two-way ledger sync, AI bank feeds, a branded client portal, 1099/W-9 tracking, tasks, and reports. Plus is $25 and adds receipt capture. Scale is $50 and adds accruals plus AI journal entries from source files such as payroll reports. Tax Suite is $200 per month on an annual commitment. Extra practice inboxes are $10 each; Core includes one. In-house finance teams get an annual flat quote with NetSuite and Sage Intacct. You start with a demo, then a guided trial. You need at least one connected client (or your QuickBooks Online Accountant file).

Skip it if you close your own books. Double is priced and built for a firm running many client closes, not a 5-person shop in QuickBooks. Quarterly clients are still billed every month. A 20-client cash-basis book on Core is $200 per month; the same book on Plus is $500. Book the demo and run one real close before you move checklists out of a spreadsheet or another practice tool.

Connect QuickBooks Online or Xero. Tasks, workpapers, client questions, and review live on one close. Posts write back to the client's file.

Close page on the live ledger

Included on Core and above. Transactions land in matches, rules, auto-classifications, or needs-review so you approve instead of coding from scratch.

AI bank feeds

Receipt capture starts on Plus ($25/client). Accruals and AI journal entries from payroll, POS, or settlement PDFs start on Scale ($50/client).

Receipts, accruals, and journal entries

Branded portal uses email magic links. Clients upload docs and answer questions on the close instead of a separate thread.

Client portal without another password

Core includes vendor threshold tracking and W-9 requests so year-end 1099 work starts during the monthly close.

1099 and W-9 tracking

Put cash-basis clients on Core and accrual clients on Scale. Unlimited staff. Unconnected prospects are free. Quarterly clients still bill monthly.

Per-client mix and match

Double is close software for bookkeeping firms on QuickBooks Online or Xero. Per-client pricing from $10/mo. Not a ledger, and not for DIY owners.

Double Review: Close Software for Bookkeeping Firms

Double

Core

Plus

Scale

Tax Suite add-on

Internal finance

Receiptor AI automates the process of capturing receipts and invoices from your email and WhatsApp, allowing businesses to save time and streamline bookkeeping. The platform processes over 7.2 million emails and extracts more than 550,000 receipts, freeing up significant hours for users. It is designed for small businesses, freelancers, and accountants, providing features like smart categorization and audit-ready reports.

AI with transaction context for automatic categorization of receipts.

Smart Categorization

Generate reports that are ready for audits.

Audit-Ready Reports

Extract receipts from past emails automatically.

Retroactive Extraction

Process receipts and invoices in real-time.

Real-time Processing

WhatsApp Support

Receiptor

STARTER

GROWTH

SCALE

Digits is the first AI-native general ledger designed for business owners and accountants, offering a comprehensive system for automated bookkeeping, month-end close, bill pay, invoicing, and real-time financials. It connects seamlessly with banks, credit cards, and payroll providers, providing a streamlined experience for managing finances. The platform is trusted by thousands of startups, small businesses, and accounting firms, simplifying financial management and enhancing productivity.

Automated bookkeeping that learns your business and categorizes transactions in real-time.

24/7 AI Bookkeeping

Create professional invoices quickly and manage payments efficiently.

Invoicing & Bill Pay

Visualize cash flow, spending, and financial health with up-to-date reports.

Live Dashboards & Financials

Manage relationships with vendors and customers through an auto-enriched directory.

Vendor & Customer Tracking

Connect with over 12,000 financial institutions for seamless transaction management.

Banking & Payroll Integrations

Digits

Botkeeper is an automated bookkeeping solution designed specifically for accounting firms. It leverages AI to automate manual bookkeeping tasks, allowing firms to save time and scale their operations. With a focus on security and compliance, Botkeeper ensures that financial data is managed safely and accurately. The platform offers unmatched support and a proven process that has benefited over 200 accounting firms and 5000+ business clients.

Automates transaction categorization, bank reconciliation, and journal entries.

AI-Powered Automation

Scales to unlimited clients and grows with your firm.

Scalability

SOC2 Type 2 compliance and bank-grade security for safe data management.

Security

Easy online signup process to get started quickly.

Frictionless Signup

Comprehensive support options including training and resources.

Fanatical Support

Botkeeper

1 - 4 Licenses

5 - 9 Licenses

10 - 24 Licenses

25+ Licenses

Xero is a cloud-based accounting software designed for small businesses, accountants, and bookkeepers. Founded in 2006, it has grown to serve over 4.9 million customers globally, particularly in New Zealand, Australia, and the United Kingdom. Xero automates many day-to-day tasks, helping users manage finances, control cash flow, and integrate with various applications.

Get answers to business questions and automate tasks with JAX, Xero's AI financial superagent.

Bookkeeping and accounting software