How It Works

How FinGuide AI Works

Four automated steps. One human-verified close. Every month.

STEP 1

Connect

Secure read-only QuickBooks access via OAuth. Zero friction, zero risk.

STEP 2

Diagnose

AI scans your books and generates a comprehensive File Health Score instantly.

STEP 3

Fix & Close

We correct issues or guide your team. Human QA validates everything before close.

STEP 4

Level Up

Embedded tips, variance notes, and close checklist. Repeated monthly for continuous improvement.

What We Check

Every critical area of your books, validated monthly

Bank/CC Reconciliations

AR/AP Integrity

Unapplied Cash

Duplicates

Misclassifications

Inventory Schedules

Fixed Assets

Depreciation

Accruals

Deferred Revenue

Sales Tax

Payroll Liabilities

Intercompany Balances

Prepaids

Human > Machine

Every automation is double-checked by an experienced accountant. You get reasons, not black boxes.

"Why" Drawer Example

Click to see how we explain every decision

"Classified to Meals (50% deductible) based on vendor + firm policy."

Vendor: Restaurant Policy: 50% Rule Confidence: 98%

Security & Compliance

Enterprise-grade protection for your financial data

Read-Only OAuth

Zero write access. Your data stays yours.

SOC-Minded

Security practices aligned with SOC 2 standards.

Audit Trail

Every action logged and traceable.

Role-Based Access

Granular permissions for your team.

Ready to Transform Your Close?

Book a 15-minute capacity consult and see how FinGuide AI can streamline your monthly close process.