Bookkeeping Practice Management

Bookkeeping practice management platform powered by AI

Bookkeeping practice management is included in the pricing plan. All the features that you ever needed to manage your bookkeeping clients.

• Client allocation
• Staff management
• Task management
• Client portal
• Communication management
• Transaction management
• Audit trail
• Data security
• Document management
• Invoice and receipt management
• Close management

All these supported by AI, AI agents and monitored by our team of accountants.

Easy to use, easy to learn—Powered by AI, backed by experts

Our platform is designed for simplicity, so you and your team can hit the ground running without a learning curve. Smart AI handles the bulk of the automation—categorizing transactions, flagging anomalies, and streamlining workflows—all while being closely supervised by our expert accountants. You get the perfect balance of cutting-edge technology and human oversight, ensuring accuracy, reliability, and peace of mind.

Stop guessing—instantly know if the books are closed.

Stop guessing—instantly know if the books are closed. No more scrambling to figure out a client's close status. Easily view the status of all your clients at a glance, or drill down into individual details directly. Statuses are updated in real-time. Enjoy seamless clarity every step of the way. Managing client closings has never been this easy.

Complete audit trail for every change

Never lose track of changes again. Our detailed activity records who made each change, along with the exact date and time. Stay informed, accountable, and confident with a complete, transparent history at your fingertips.

Manage more clients without more work

Scale your bookkeeping effortlessly with AI. Integra Balance AI's all-in-one bookkeeping platform streamlines workflows, enhances client communication, and maximizes accuracy. Reduce costs, eliminate stress, and boost productivity—all while delivering a seamless client experience with the power of AI, AI agents, bots and oversight by our accounting experts. Boost productivity, eliminate stress, and stay focused on high-value work—while we handle the rest for you.