Cleanup Client Software Built for Accounting Firms
Finlens automates transaction categorization and month-end close so you can clean up and onboard client books without the manual chaos.
Client Cleanup Is Killing Your Margins
Onboarding Takes Too Long
Cleaning up a new client's chart of accounts and historical transactions burns 10 to 15 hours before billable work begins.
Manual Categorization Never Ends
High-volume clients with hundreds of transactions force your team into repetitive data entry that grows with every new engagement.
Month-End Close Stays Chaotic
Juggling QuickBooks, spreadsheets, and email threads for every client close turns a recurring workflow into a recurring crisis.
AI Automation on Top of Your Existing QuickBooks
Finlens layers AI categorization, automated chart of accounts setup, and month-end close automation on top of QuickBooks. Clean up client books faster with no migration and no disruption to your existing workflow.
Instant Chart of Accounts Setup
Apply a complete, structured chart of accounts to any new or messy client instantly. Finlens saves 3 or more hours per client onboarding by eliminating manual COA configuration for every cleanup engagement.
AI Categorization for Messy Client Books
Every transaction is categorized at first pass using GL logic and learned patterns. For cleanup clients with high transaction volume, this eliminates hours of manual tagging before a single reconciliation begins.
One Click Review and Approval
AI suggestions never post to QuickBooks without your sign-off. Review, correct, or override categorizations in a single workflow so your firm retains full control over every cleanup engagement.
Faster Close for Every Client
Automated task management, reconciliation tracking, and team assignments replace the spreadsheet and email chaos of month-end close. Claims 40 to 70 percent faster close across your entire client portfolio.
All Cleanup Clients in One View
Track open items, approval status, and deadlines across all your cleanup clients from a single dashboard. Switch between clients instantly without logging into separate QuickBooks accounts.
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?
No. Finlens works on top of QuickBooks, not instead of it. Your existing QuickBooks setup stays exactly as it is. Finlens adds an AI automation layer that handles transaction categorization, chart of accounts setup, and month-end close workflows. There is no migration and no disruption to the tools your clients already use.
How does Finlens help with cleanup client onboarding?
Finlens automates two of the most time-consuming parts of cleanup onboarding: chart of accounts setup and historical transaction categorization. The automated chart of accounts can be applied to a new client instantly, and AI categorization processes historical transactions at first pass using GL logic. Firms typically save 3 or more hours per client compared to manual onboarding.
How does the AI transaction categorization work for messy books?
Finlens analyzes each transaction using historical patterns, GL logic, and corrections your team has made across other clients. For cleanup clients with disorganized or high-volume books, this means the bulk of categorization work happens automatically at first pass. Your team reviews and approves suggestions rather than categorizing from scratch.
Can my team review AI suggestions before they post to QuickBooks?
Yes. Nothing posts to QuickBooks without explicit human approval. Your accountants review every AI-suggested categorization and can approve, correct, or override with a single click. This human-in-the-loop workflow ensures your firm retains full control and accountability over every client's books.
How many clients can I manage with Finlens?
Finlens is built for accounting firms managing 50 to 100 or more clients. The multi-client dashboard gives your team a single view of open items, approvals, and deadlines across your entire portfolio. You can switch between clients instantly without logging into separate QuickBooks accounts, which is the core of the firm's promise to manage 50 clients like it's 5.