QuickBooks Add On for Month End Close That Scales
Finlens layers AI automation on top of QuickBooks to automate GAAP schedules and close books 40-70% faster. No migration required.
Month-End Close Is Still Manual
Close Chaos Across Every Client
Juggling QuickBooks, spreadsheets, and email for each client means month-end close is a recurring fire drill, not a process.
GAAP Schedules Eat Hours
Accruals, prepaids, and amortization built manually in spreadsheets are error-prone and don't scale past a handful of clients.
Headcount Grows With Client Count
Every client you add requires more manual close work. Growing your firm means growing your team, shrinking your margins.
Month End Close Automation on Top of QuickBooks
Finlens connects directly to QuickBooks, automates GAAP schedules, posts journal entries, and manages your entire close workflow — so your team closes faster without touching a spreadsheet.
Automated Month End Close Workflow
Task management, team assignments, and progress tracking replace your Notion checklists and email threads. Finlens coordinates the entire close workflow so nothing falls through the cracks and close times drop 40-70%.
Automated GAAP Schedules Without Spreadsheets
Accruals, prepaids, deferred revenue, and amortization schedules are generated automatically and journal entries post directly to QuickBooks. No spreadsheet maintenance, no manual calculation errors.
Real-Time QuickBooks Two-Way Sync
Finlens reads and writes to QuickBooks in real time — categorized transactions, journal entries, bills, and invoices flow both ways. Your QBO stays the system of record; Finlens is the automation layer on top.
Automated Bank Reconciliation
Bank transactions are matched and reconciled automatically against your QuickBooks GL, eliminating the manual line-by-line review that drags out close week for high-volume clients.
Multi-Client Close Dashboard
Track open items, approvals, and close deadlines across all clients from a single view. Switch between clients instantly without logging into separate QuickBooks accounts or rebuilding context.
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 QuickBooks account stays the system of record — Finlens is the automation layer that sits between your raw transaction data and your GL. Journal entries, categorizations, and GAAP schedules all sync back to QuickBooks automatically. There is no migration and no disruption to your existing workflows.
How much faster does month-end close actually get?
Finlens claims 40-70% faster close times based on the automation it applies to the most time-consuming close tasks: transaction categorization, GAAP schedule generation, bank reconciliation, and journal entry posting. The actual time saved depends on client transaction volume and how much of your current close process is manual.
Does Finlens automate GAAP schedules like accruals and prepaids?
Yes. Finlens automatically generates accrual entries, prepaid amortization schedules, and deferred revenue schedules without spreadsheets. Once the rules are configured, the journal entries are created and posted to QuickBooks each period. This eliminates the manual schedule maintenance that is typically one of the most error-prone parts of the close process for CPA firms.
How long does it take to set up a new client?
Client onboarding is significantly faster than a manual setup. Finlens includes automated chart of accounts setup and historical transaction categorization, which removes 3 or more hours of manual work per client. Once connected to a client's QuickBooks, Finlens begins pulling transaction data in real time and applying accounting logic immediately.
Can my whole team use Finlens during close?
Yes. Finlens includes a team collaboration workspace designed for CPA firm workflows. You can assign close tasks to specific team members, track progress across all clients, manage approvals, and communicate with clients directly in the platform — replacing the mix of email threads, Notion checklists, and spreadsheets most firms currently use during close.