See $10 pricing

White-label bookkeeping operations

Your brand in front. A complete workflow underneath.

Give clients a focused portal while admins, bookkeepers, and QC reviewers move every month from source documents to approved, locked reports.

See the full workflow See pricing
  • $10 per user / month
  • API access included
  • Human approval controls
Secure client login
yourcompany.genericdomain.com
CLIENT OVERVIEW

Welcome back, Avery.

Books approved
Revenue$126,480
Expenses$48,210
Net profit$78,270
✓ May 2026 locked by QCView reports
Branded loginyourcompany.genericdomain.com
Four controlled rolesAdmin · Bookkeeper · QC · Client
Approval before releaseReadiness checks, QC, then lock
$10 + APIPer user, per month

One platform, your front door

Clients log in where your brand lives.

Each white-label partner is designed around a branded tenant address. Your end users see your identity, your portal navigation, and the reports and actions you make available.

END-USER LOGIN yourcompany.genericdomain.com
01 Partner identity02 Tenant-scoped users03 Branded client experience

Subdomain, tenant routing, TLS, and brand configuration are completed during launch. The current demonstration portal still uses the Bookkeeping Puppy label.

Clear responsibility at every step

Create the team. Separate the work. Control the release.

The platform uses distinct permissions so preparing the books and approving the books are not treated as the same job.

01

Platform admin

Build and assign the operation

Create staff and client accounts, create companies, assign one bookkeeper and one QC reviewer, monitor workload, configure report access, and reopen a locked period with a required reason.

02

Bookkeeper

Prepare the books

Import statement rows, review duplicates, categorize and post transactions, collect documents, resolve client questions, reconcile accounts, complete FX work, and submit the month to QC.

03

QC reviewer

Review independently

Work from an assigned QC queue, inspect reports and transactions, fix items during review, confirm the required checklist, then approve and lock the month.

04

Client

See what is ready

Upload documents, answer bookkeeping questions, and view company reports only after the relevant months have passed QC and are locked without an active re-QC flag.

The full monthly system

From raw activity to reports you can release.

Every stage has an owner, a visible status, and a rule for moving forward. The month cannot reach the client simply because someone says it is done.

  1. 01
    ADMIN

    Create the company

    Set the accounting basis, base currency, bookkeeping start date, standard chart of accounts, users, and staff assignments.

  2. 02
    CLIENT + BOOKKEEPER

    Collect the source material

    Receive statements, receipts, invoices, and supporting documents through controlled company access.

  3. 03
    BOOKKEEPER

    Stage statement activity

    Map a bank CSV, preview rows, reuse saved formats, detect repeated files and possible duplicate rows, then place every row into a review queue.

  4. 04
    BOOKKEEPER

    Review, categorize, and post

    Turn each staged row into a balanced double-entry transaction. Attach evidence and keep uncategorized items visible until resolved.

  5. 05
    BOOKKEEPER + CLIENT

    Close the questions

    Ask transaction-specific questions, exchange supporting documents, and clear the waiting-for-client work before submission.

  6. 06
    BOOKKEEPER

    Reconcile and run readiness

    Reconcile every active bank account to an exact zero difference, confirm FX rates, clear all staged rows, remove uncategorized activity, close questions, and verify the trial balance.

  7. 07
    SYSTEM

    Gate the QC submission

    The platform blocks submission until every accounting and workflow readiness check passes, then moves the month into the assigned QC queue.

  8. 08
    QC REVIEWER

    Review, fix, approve, and lock

    Inspect reports and transactions, correct issues inside the active review, confirm the seven-point QC checklist, and lock the approved month.

  9. 09
    CLIENT + ADMIN

    Release with controlled recovery

    Clients see approved reports. If an admin reopens an earlier month, a reason is recorded and every later locked month is flagged for re-QC.

Launch integration · not automatic today

Human-controlled AI intake

AI prepares the statement. A person approves the books.

The current platform already supports mapped CSV imports, saved formats, duplicate controls, previews, and staged row-by-row review. The planned AI layer extends that intake to PDF and image statements without bypassing the approval queue.

Available platformCSV mapping, preview, file hashing, duplicate warnings, staged rows, and human posting.
AI launch integrationExtract dates, descriptions, withdrawals, and deposits; attach confidence flags; prepare exceptions for review.
STATEMENT INTAKEMay checking account
Prepared for approval
PDFbank-statement-may.pdf42 rows extracted · source retained
98%May 03 · Customer paymentDeposit · $2,450.00Ready
74%May 07 · Vendor name unclearWithdrawal · $186.42Review
96%May 12 · Software subscriptionWithdrawal · $89.00Ready
Nothing posts automaticallyBookkeeper review required

Bookkeeper workspace

Give preparers one place to finish the month.

Bookkeepers work only on assigned companies. The workflow connects bank imports, double-entry transactions, documents, client questions, A/R and A/P, multi-currency activity, reconciliation, and the final submission gate.

  • Balanced journals required for every posted transaction
  • Statement rows remain staged until reviewed
  • Reconciliation must finish at exactly 0.00
  • Open questions and uncategorized transactions block submission
May 2026Bookkeeper readiness
✓Statement rows posted248 of 248 reviewed
✓Transactions categorizedNo uncategorized balance
✓Client questions closed0 open items
✓Bank accounts reconciledDifference 0.00
✓FX and trial balance readyAccounting checks passed
Submit month to QC

Independent quality control

QC is a gate—not a badge added afterward.

The assigned reviewer claims the submitted month, reviews its transactions and reports, makes controlled fixes, and must confirm every checklist item before approval can lock the period.

  • Bank activity imported and reconciled
  • Transactions categorized and client questions closed
  • FX requirements complete
  • Debits equal credits and the Balance Sheet balances
QC REVIEWNorthstar Books · May 2026
In review

✓ All bank accounts imported

✓ All transactions categorized

✓ All exchange rates entered

✓ No unanswered client questions

✓ Bank accounts reconciled

✓ Debit equals credit

✓ Balance Sheet balances

Approve and lock month

Branded client experience

Release clarity—not work in progress.

End users enter through your branded tenant address. They can upload supporting documents, answer bookkeeping questions, and view reports for periods that have been approved, locked, and cleared for release.

  • Profit & Loss, Balance Sheet, Cash Flow, and account detail
  • Optional General Ledger, Trial Balance, Journal, bank, FX, reconciliation, uncategorized, and import-history access
  • PDF, Excel, and CSV report exports
  • Company-scoped access across every customer login
APPROVED REPORTSMay 2026
Locked ✓
01Profit & LossIncome, expenses, and net profitPDF · XLSX · CSV
02Balance SheetAssets, liabilities, and equityPDF · XLSX · CSV
03Cash FlowOperating, investing, and financingPDF · XLSX · CSV
+Configured detail reportsRelease the reporting depth your offer includesCONTROLLED

Controls beneath the workflow

Every important change leaves a trail.

The system is designed for accountable bookkeeping operations, not a shared spreadsheet with a new logo.

01

Company-scoped permissions

Staff only access companies assigned to their role. Clients receive explicit read access to individual companies.

02

Locked accounting periods

Approved months become immutable. Only an admin can reopen one, and a reason is required.

03

Automatic re-QC flags

Reopening an earlier period flags every later locked month so downstream reports cannot silently stay approved.

04

Audit history

Logins, workflow transitions, document events, accounting changes, approvals, locks, and reopen reasons are recorded.

API access included

Connect the operating system around the books.

The commercial model includes API access. The endpoint contract, allowed actions, tenant boundaries, and integration scope are finalized during launch planning.

  • ✓No separate API-access add-onAPI access is included in the $10 per-user price.
  • ✓Tenant-aware integration designScope every connection to the correct branded partner and company.
  • ✓Approval-aware workflowsKeep external automation on the correct side of the bookkeeper and QC gates.
Tenant workflowLAUNCH SCOPE
{
  "tenant": "yourcompany",
  "company": "client-1042",
  "period": "2026-05",
  "status": "ready_for_qc",
  "bookkeeper": "complete",
  "qc": "pending",
  "client_reports": "locked"
}
✓Integration with boundariesContract finalized before launch

Simple platform pricing

Charge for your outcome. Know your software cost.

One predictable user price for the branded bookkeeping platform. Shape your own client offer around the service, reporting, and support you provide.

A repeatable white-label model

Configure once. Launch a controlled operation.

Each partner receives an intentionally scoped tenant, brand, access model, workflow, and integration plan.

  1. 1

    Define the tenant

    Confirm your partner key, branded subdomain, identity, users, client offer, and support destination.

  2. 2

    Design the operating model

    Map admins, bookkeepers, QC reviewers, clients, assignments, report permissions, and escalation rules.

  3. 3

    Scope integrations

    Finalize the API contract and any AI statement-extraction provider, confidence rules, data handling, and approval boundary.

  4. 4

    Configure and validate

    Set branding and routing, test role isolation and the complete monthly workflow, then invite users at $10 each per month.

Straight answers

White-label FAQ

The platform is working bookkeeping software. Tenant routing, API endpoints, and AI intake are deployment layers that must be scoped honestly.

Where do end users log in?

The intended model is yourcompany.genericdomain.com. The tenant hostname, TLS, and brand resolution are configured during launch; they are not active on the current Evo marketing host.

How are bookkeepers and QC reviewers created?

An admin creates user accounts with explicit roles, creates the company, then assigns an active bookkeeper and an active QC reviewer to that company. Staff access is limited to companies assigned to their own role.

Can the bookkeeper approve their own month?

No. A bookkeeper prepares the month and submits it only after readiness passes. An assigned QC user claims the review, completes the required checklist, and performs the approval and lock.

Is AI statement extraction live today?

Not yet. The live intake workflow uses mapped CSV files, duplicate checks, previews, staged rows, and human posting. PDF/image AI extraction is a planned launch integration that must preserve the same human approval boundary.

When do clients see reports?

Only after every month in the selected range is approved and locked with no active re-QC flag. Core reports are available by default; additional operational reports can be enabled for each customer access record.

What happens when an approved month changes?

An admin must reopen it with a reason. The period returns to work in progress, and later locked months are flagged for re-QC before their reports can remain available.

How much does it cost?

White-label Evo Accounts is $10 per user per month. API access is included; the actual endpoint and integration contract is finalized during launch planning.

Your brand. One operating system.

Run the work behind the bookkeeping promise.

$10per user / month
API access included
Review the workflow