Keeper Alternative Accounting Built for Scaling Firms
Finlens automates month-end close and multi-client management on top of QuickBooks. No migration, no limits on growth.
Where Keeper Leaves Firms Behind
Close Still Lives in Spreadsheets
Keeper tracks document requests but leaves month-end close coordination scattered across spreadsheets and email threads.
Onboarding Eats Your Team's Hours
Setting up a new client manually takes 10 to 15 hours. Keeper offers no automation to compress that work.
No View Across All Clients
Switching between dozens of QBO accounts to track deadlines and open items is not a workflow. It is a time sink.
The Keeper Alternative That Automates the Full Workflow
Finlens layers AI categorization, automated close workflows, GAAP schedule generation, and a centralized multi-client dashboard directly on top of QuickBooks. Firms add clients without adding headcount.
Centralized Multi-Client Dashboard
Manage 50 or more clients from a single view. Open items, approvals, and deadline tracking surfaced at a glance — no tab-switching between separate QuickBooks accounts.
Automated Month-End Close
Replace spreadsheet checklists and email threads with a structured close workflow. Task assignment, progress tracking, and timers run the process so your team focuses on review, not coordination.
Structured Client Communication
Send document requests and category review requests directly from the platform. Clients respond via email, Slack, or in-app. No more chasing attachments across inboxes.
AI Transaction Categorization
Every transaction auto-categorized at first pass using GL logic and historical patterns. For high-volume clients this eliminates hours of manual tagging every month.
Automated GAAP Schedule Generation
Accruals, prepaids, deferred revenue, and amortization schedules generated automatically without spreadsheets. Journal entries post directly to QuickBooks with no manual steps.
Ready to Transform Your Business?
How It Works
Get started in minutes, not months.
Connect QuickBooks
Finlens reads your GL and identifies accrual-eligible transactions
Review AI-Generated Schedules
Finlens auto-builds prepaid, deferred revenue, and amortization schedules; your team reviews and approves
Entries Post Automatically at Month-End
Journal entries sync to QuickBooks on schedule; close faster, audit trail preserved
Why Choose Finlens
Why teams choose Finlens.
Works on Top of QuickBooks
No migration. No new GL. Finlens augments the tools your team already uses — real-time two-way sync means your QuickBooks data is always current.
80%+ Less Manual Bookkeeping
AI categorization, automated reconciliation, and smart schedules replace the spreadsheet work that eats your team’s hours.
Backed by Y Combinator & Accel
Built in San Francisco by a team that understands accounting workflows. Trusted by firms and founders scaling fast.
12,000+ Bank Connections
Connect every bank account, credit card, and financial tool your clients use. Powered by Plaid.
Frequently Asked Questions
Does Finlens replace QuickBooks like other Keeper alternatives?
No. Finlens works on top of QuickBooks, not instead of it. Your existing QuickBooks setup, chart of accounts, and client history stays exactly where it is. Finlens connects in real time and layers AI automation and workflow management on top. There is no migration required, which is the core reason CPA firms choose Finlens over tools that try to replace the GL entirely.
What does Finlens do that Keeper does not?
Keeper is primarily a client communication and document collection tool. Finlens covers the full accounting workflow: AI transaction categorization, automated month-end close, GAAP schedule generation, bank reconciliation, and a multi-client dashboard. Client communication is included in Finlens, but it is one capability among many rather than the entire product.
How long does it take to onboard a new client?
Finlens automates chart of accounts setup and historical transaction categorization, which compresses new client onboarding significantly. Manual onboarding at CPA firms typically takes 10 to 15 hours per client. Finlens is built to reduce that overhead so firms can take on more clients without bottlenecking on setup work.
How many clients can my firm manage with Finlens?
Finlens is built for firms managing 50 to 100 or more clients. The multi-client dashboard surfaces all open items, approvals, and deadlines in one view so your team is not logging into separate QuickBooks accounts. The platform is designed so that adding new clients does not require adding new bookkeepers.
Does Finlens support QuickBooks two-way sync?
Yes. Finlens has real-time bidirectional sync with QuickBooks Online. Categorized transactions, journal entries, bank transactions, bills, and invoices flow both directions automatically. Everything Finlens processes posts back to QBO without manual export or import steps.