Accountual
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The AI accounting firm for startups.

Bookkeeping, tax and finance for venture-backed companies. AI agents keep your books current every day, and a licensed CPA signs every close.

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CloseOctober 2026

October 2026 close

SignedIn progress

Closed Nov 3 · 2 business days after month end

5 steps by AI agents3 by your CPA
Close checklist8 of 8 complete
  1. Bank and card reconciliation1,284 transactions across 4 accounts
    AI agentNov 1, 2:14 AM
  2. Transactions coded33 of 1,284 sent to your CPA
    AI agentNov 1, 2:31 AM
  3. Revenue recognizedDeferred revenue rolled forward
    AI agentNov 1, 3:05 AM
  4. Payroll, accruals and prepaids14 journal entries posted
    AI agentNov 1, 3:40 AM
  5. Exceptions reviewed31 confirmed · 2 recoded
    DWCPANov 2, 10:26 AM
  6. Variances explained5 lines over threshold, annotated
    DWCPANov 2, 3:48 PM
  7. Statements preparedP&L, balance sheet and cash flow
    AI agentNov 2, 3:52 PM
  8. Close signedBy Dana Whitfield, CPA
    DWCPANov 3, 9:12 AM
Sign-offOctober 2026
Dana Whitfield, CPASigned Nov 3, 2026 at 9:12 AM
October snapshotNet burn, 6 months
Cash
$4.22M
Net burn
$386K
Runway
10.9 mo

A sample October close. Northwind Labs is a fictional company.

Works with the systems you already use

  • QuickBooks
  • Xero
  • Mercury
  • Brex
  • Ramp
  • Stripe
  • Gusto
  • Rippling

Why we started

Most startups get their numbers weeks late, from a bookkeeper they have never met. We built a firm where AI keeps the books the day things happen, and a CPA puts their name on the result.

Accountual takes that work off your team: the daily bookkeeping, the monthly close and the filings.

Services

Books, tax and finance from one firm.

All services

Bookkeeping and monthly close

Accrual-basis books kept current every day, and a signed close every month with statements, burn and runway.

Transactions1,284 coded in October
Amazon Web ServicesOct 28 · Card ending 4417
6110 · Hosting$18,412.07Matched
Gusto payrollOct 30 · Operating account
6000 · Payroll$214,880.00Matched
Notion Labs · annual planOct 14 · Invoice attached
1400 · Prepaid$24,000.00Sent to CPA
Stripe payoutOct 31 · Operating account
4000 · Revenue+$96,340.12Matched
WeWorkOct 31 · Card ending 4417
6300 · Rent$9,500.00Matched
Brex card paymentOct 27 · Operating account
2100 · Card payable$42,118.60Matched
CartaOct 22 · Card ending 4417
6140 · Software$2,800.00Matched

Tax

Federal and state returns, franchise tax and R&D credits, prepared from books that are already reviewed.

1099s to contractorsPrepared from coded payments
Filed
Delaware franchise taxAnnual report and payment
Filed
Federal return and R&D creditForm 1120 with Form 6765
CPA review

Finance support

Budgets, board reporting, diligence and audit preparation, from people who already know your numbers.

Spend against planPlanActual

How it works

Set up once. Current every day. Signed every month.

  1. 1

    Week one

    Connect your accounts

    Read-only access to your bank, cards, payroll and billing. We bring your history across and fix what we find.

  2. 2

    Every day

    AI agents keep the books

    Each transaction is coded and reconciled the day it lands, with the receipt, invoice or contract attached.

  3. 3

    Every month

    A CPA signs the close

    Anything new, large or unclear goes to a named accountant. You get signed statements by the fifth business day, with a short note on what changed.

Accountability

AI does the work. A CPA signs it.

Every entry in your books links to the document behind it and shows who touched it. You, your investors and your auditors can check the work.

  • A named CPA on your accountYou know who reviews your books and how to reach them.
  • A trail behind every entryThe source document, the reasoning and the reviewer, kept together.
  • People make the judgment callsAI proposes. Accountants approve anything new, large or unclear.
Journal entry JE-1042Reviewed
Oct 14, 2026
AccountDebitCredit
1400 Prepaid expenses24,000.00
2000 Accounts payable24,000.00
24,000.0024,000.00

Notion Labs annual plan, Oct 14, 2026 to Oct 13, 2027. Expensed at $2,000 a month.

  1. Source documents

    Invoice INV-20418.pdf and the signed order form

  2. AI
    Coded by an AI agent

    The order form shows a twelve-month term, so it is recorded as prepaid.

  3. DW
    Reviewed by Dana Whitfield, CPA

    Term and amount confirmed against the contract.

Pricing

One flat monthly fee.

Your fee follows the size of your books, not the hours we spend. You get the number on the first call, before any work starts.

Book a callSee pricing

Included every month

  • Daily bookkeeping
  • Signed monthly close
  • Statements, burn and runway
  • A named CPA

Add when you need it

  • Tax returns and filings
  • R&D tax credit
  • Finance support

FAQ

Questions founders ask.

Is AI doing my books without supervision?

No. AI agents do the coding and reconciliation, and a licensed CPA reviews every exception and signs every monthly close. Their name is on your statements.

Who is Accountual for?

US startups, most of them venture-backed Delaware C corporations between pre-seed and Series B.

When do we get our numbers?

Your books stay current every day. Each month is closed, reviewed and signed by the fifth business day, with a short note on what changed.

Do we have to change accounting software?

No. We work in the QuickBooks or Xero ledger you already have, so your history and your access stay with you.

How long does it take to switch?

About a week for most companies. Connecting your accounts takes one sitting. We then bring your history across and run the current month alongside you.

Can you claim the R&D tax credit for us?

Yes. Qualifying startups can apply up to $500,000 of the credit a year against payroll tax, which matters before you are profitable. We prepare the study and Form 6765, then file Form 8974 with your quarterly payroll return.

What happens to our financial data?

It is used to do your accounting and nothing else. Our access to your bank and payroll accounts is read-only, so we can see transactions but cannot move money.

Next month's close, signed.

Book a short call with a partner. We will look at your books and tell you what switching takes.

Book a call