Accounting agents for CPA firms and small businesses
Ruby handles the categorization. Your CPAs handle the judgment.
Ruby books transactions based on a confidence threshold, routes exceptions to CPAs for review, and learns from every approval.
- OAuth per client
- CPA-in-the-loop review
- Confidence-scored categorization
- Audit trail by default
Built for QuickBooks Online.
Built for CPA firms, not generic AI
An accounting partner that does the work and keeps the receipts.
Native QuickBooks Online sync
Each client connects once via OAuth 2.0. Ruby works directly in the books without ever touching credentials.
Confidence-based booking
Ruby books transactions based on a confidence threshold you set, and learns from every approval your team makes.
CPA review queue
Exceptions are routed to a licensed CPA. You approve, override, or delegate, and every action is logged.
Auto-apply and write back
Anything above your threshold is written back to QuickBooks Online automatically, so the ledger stays current.
Full audit trail
Every decision, AI or human, is recorded with reviewer identity and timestamp across every client in your firm.
Built for firms
Multi-tenant from day one. Manage 5 clients or 500 from one interface, with role-based review queues and firm-level controls.
How it works
Three steps to a real-time close.
Connect QuickBooks Online per client
One OAuth authorization per client. Ruby ingests the chart of accounts, vendors, and history.
Ruby books transactions
Transactions are booked based on a confidence threshold, and Ruby learns from every approval.
CPA reviews flagged items
Anything low-confidence or unusual is queued for your review. You decide before it is written back.
Why CPAgents
Software pricing. Firm-grade accuracy.
Traditional bookkeeping consumes hours of every engagement. Ruby handles the categorization work, your CPAs handle the judgment, and your clients get books closed on time.
Sign up
Pick a plan and get your books current.
Predictable pricing that scales with the clients you manage, not the headcount you add.
CPA Firms
For firms managing books across a client roster.
- Includes 10 client companies
- $77/mo per client after the first 10
- Unlimited team members
- Review queue
- Audit trail
CPAgents Direct for Businesses
Your books managed with CPA oversight.
- Your books managed with CPA oversight
- QuickBooks Online connected in minutes
- Exceptions reviewed by a licensed CPA
- Full audit trail
Annual prepay available. No setup fees. Full pricing details
Why Ruby?
A steady partner, not a chirpy assistant.
Ruby is named after the founder's grandmother, a driven, disciplined community leader who took care of her family through hard work and quiet competence. That's the voice of the product: someone who does the work, keeps the receipts, and shows up.
Books closed on time, for every client.
See CPAgents running against your actual QuickBooks data in a 30-minute live demo.