Faster Month End Close Built for Bookkeepers
Finlens automates the most manual parts of your close workflow on top of QuickBooks so your firm closes books 40-70% faster every month.
Month End Close Is Still Manual Chaos
Reconciliation Eats Your Week
Manually matching bank transactions and statements in QuickBooks drags close timelines and leaves room for costly errors.
GAAP Schedules Live in Spreadsheets
Accruals, prepaids, and amortization live in separate spreadsheets that are error-prone and impossible to maintain at scale.
Deadlines Slip Across Every Client
Juggling close checklists across 50+ clients in Notion, email, and spreadsheets means someone always falls through the cracks.
Automate the Close on Top of QuickBooks
Finlens layers AI transaction categorization, automated GAAP schedules, and bank reconciliation directly over your existing QuickBooks setup. No migration. Close every client 40-70% faster without adding headcount.
Automated Month End Close Workflow
Task management, team assignments, and progress tracking for every step of the close. Coordinate categorization, reconciliation, and reporting across all clients from one place without toggling between spreadsheets and email threads.
Automated Bank Reconciliation
Auto-matches bank statement entries against QuickBooks records and flags any discrepancy for review. Eliminates the most tedious recurring step in every close without pulling accountants out of higher-value work.
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 before the close even begins and keeps books current throughout the month.
GAAP Schedule Automation
Accruals, prepaids, deferred revenue, and amortization schedules generated automatically with corresponding journal entries. No spreadsheets to maintain. Eliminates one of the most error-prone manual steps that delays close finalization.
Multi-Client Close Dashboard
See the close status of every client in a single view with open items, pending approvals, and deadlines surfaced at a glance. 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. There is zero migration required. Finlens syncs in real time with your existing QuickBooks setup and automates the manual workflows your team currently handles outside of it, like GAAP schedules, reconciliation, and close coordination. Your QuickBooks data stays exactly where it is.
How much faster does month end close actually get?
Finlens claims 40-70% faster month-end close times for accounting firms. This comes from automating the most time-consuming recurring steps: transaction categorization, bank reconciliation, GAAP schedule generation, and close task coordination. The exact time saved will vary based on your client volume and current workflow.
Which parts of the close process does Finlens automate?
Finlens automates transaction categorization, bank reconciliation, GAAP schedule generation (accruals, prepaids, amortization), and close workflow coordination across clients. Accountants retain full review and approval control throughout, so nothing posts to QuickBooks without a human sign-off.
Can I manage multiple clients' closes from one place?
Yes. The multi-client dashboard gives you a single view of every client's close status, open items, pending approvals, and upcoming deadlines. You can switch between clients instantly without logging into separate QuickBooks accounts, which is especially useful for firms managing 50 or more clients concurrently.
Do accountants still review and approve changes?
Yes. Finlens uses a human-in-the-loop review model. AI handles the categorization and schedule generation at first pass, but accountants review, approve, correct, or override before anything is finalized in QuickBooks. Your team stays in control of the books and retains full accountability over every entry.