Add more clients
without adding headcount.
Agents handle categorization, reconciliation, and journal entries. Your team just signs off. Finlens is the month-end close platform built natively for QuickBooks Online firms.
No credit card required. 30-minute call. Setup in a day.
Backed by world-class investors
Everything flows into Finlens.
Everything syncs back to QBO.
Receipts, invoices, bank statements, payroll — all ingested, categorized, and reconciled automatically. Your QBO stays clean and current.
Your team is buried in
month-end. Every month.
The same manual work. The same bottlenecks. The same late nights. It doesn't have to be this way.
Reconciliation is a time sink
Hours spent matching transactions, chasing exceptions, and fixing miscategorized entries — every single month, for every single client.
Checklists live in spreadsheets
Close tasks are tracked in Google Sheets or email threads. One missed step means a delayed close or a client restatement.
Errors surface too late
By the time someone catches a posting error, it's already in the client's books. Fixing it means more time, more back-and-forth, more risk.
Close the books in days,
not weeks.
From raw transactions to client-ready financials — automated.
AI categorizes every transaction automatically
Connect your QBO and Finlens immediately starts categorizing transactions with AI — across every bank account, card, and data source your clients use.
- 3,000+ transactions categorized in seconds
- Bills, invoices & receipts extracted and auto-matched from email, bulk upload, or Gmail sync
- AI confidence scores flag anything uncertain
- Rules engine learns from your corrections over time
Bills, invoices & receipts — extracted automatically. No Dext needed.
Finlens pulls documents straight from your email or bulk uploads, extracts every field with AI, maps to your chart of accounts, and posts the journal entry to QBO. One less tool. One less bill.
- Gmail sync, email parsing, or bulk PDF / CSV / XML upload
- AI extracts vendor, amount, date, and line items from any format
- Auto-mapped to your COA — no manual account coding
- Cash applied and journal entry posted to QBO automatically
Your team reviews. AI does the heavy lifting.
Low-confidence categorizations are surfaced for human review. Your accountants make the call — Finlens remembers it for next time.
- One-click approval for high-confidence entries
- Category dropdown with QBO chart of accounts
- Full audit trail of every decision made
Accruals and journal entries — drafted automatically
Finlens detects prepayments, schedules accruals, and drafts journal entries based on your transaction data. No more building JEs from scratch every month.
- Automated accrual schedules synced to QBO
- Journal entries drafted from Stripe, bills, and invoices
- Period-by-period recognition calculated automatically
Reconciliation done before you even open QBO
Finlens automatically matches transactions, identifies discrepancies, and generates reconciliation entries — so your team spends minutes reviewing, not hours reconciling.
- Bank and balance sheet accounts reconciled automatically
- Stripe, credit cards, and bank feeds matched in real time
- Exceptions flagged with suggested fixes
Track every task. Close with confidence.
A structured close workflow keeps your whole team aligned — from AP/AR reconciliation to final sign-off. Every task assigned, tracked, and documented.
- Customizable close checklists per client
- Real-time status across all open tasks
- Time elapsed tracking and due date alerts
Your brand.
Your clients.
Their financials.
Give every client a white-labeled financial dashboard — live balance, runway, burn rate, income, and expenses — without them ever knowing Finlens is running underneath.
- Fully white-labeled with your firm's branding
- Real-time financial snapshot — no waiting for month-end
- Clients see their own data, not each other's
- Shareable dashboard link — no login required for clients
- Replaces ad-hoc spreadsheet reporting entirely
Works with your existing tools.
No migration. No new GL. Finlens connects to the stack your firm already uses and starts working immediately.
Everything your firm needs
to close faster.
QBO Native Sync
Real-time, two-way sync with QuickBooks Online. No manual imports, no duplicate data entry.
Automated Reconciliation
Bank accounts, credit cards, and balance sheet accounts — reconciled automatically, with exceptions flagged for review.
Close Checklists
Customizable close checklists that keep every team member on track and every step documented.
AI Journal Entry Drafts
Finlens drafts journal entries based on your historical patterns. Your team reviews and posts — no starting from scratch.
Client-Ready Reporting
GAAP-compliant financials and custom reports, generated automatically at close. Ready to send the moment you approve.
Multi-Client Management
Manage close processes across all your clients in one place. See status, bottlenecks, and outstanding items at a glance.
Audit Trail
Every transaction, every journal entry, every approval — logged automatically. Bank-grade encryption.
Team Collaboration
Assign tasks, leave comments, and track approvals — without email threads. Built for the way accounting teams work.
See exactly what Finlens
is worth to your firm.
Adjust the sliders to match your firm. We'll show you what you're leaving on the table every month.
- Each accountant saves ~2.5 hrs/client on transaction categorization
- Automated reconciliation saves ~2 hrs/client on matching and review
- Automated accruals and JEs save ~1.5 hrs/client on close tasks
No commitment. 30-minute call.
Firms close faster — and take
on more clients.
Real numbers from firms using Finlens today.
Before Finlens, our close took 12 business days. Now we're done in 5. We've been able to take on four more clients without hiring anyone new.
The automated reconciliation alone saves us 8 hours per client per month. The ROI was obvious in the first week.
Built for QBO firms.
Not a bolt-on. Not a workaround.
Works with QBO, not against it
Most tools try to replace QuickBooks. Finlens sits on top of it — automating the work your team still has to do manually inside QBO every month.
Right-sized for your firm
Practice Management platforms are built for coordinating tasks without visibility on the work itself. Finlens is purpose-built to coordinate and perform the tasks with direct ledger sync — faster to set up, easier to use, priced for your business. No annual lock-ins, no per seat pricing. Pay per client, add unlimited team members
Your team's time is your firm's asset
Every hour spent on manual reconciliation is an hour not spent on advisory work, business development, or simply getting home on time.
See Finlens close the books — live.
Book a 30-minute demo and we'll walk you through a real month-end close, start to finish. See how Finlens fits your firm's workflow, ask every question you have.
No commitment. No credit card. Just 30 minutes.