Automated Monthly Bookkeeping
for Accounting Firms
An agentic back office that does the legwork. Your team stays in charge.
QuantoBooks connects to every client's QuickBooks, keeps the bank work moving every day and runs the full period review, turning what it finds into a prioritized checklist with the fixes already drafted. Your bookkeepers review and approve instead of re-checking, so the firm takes on more and the team gets its month back.
QuantoBooks on a demo client's August, from Generate to the checklist to Investigate.
The Playbook
The weekly edge for accounting firms
One email a week on how we build QuantoBooks, what we learn from firms running it, and practical notes on closing the month with an agent in the loop.
The Problem
The Month-End Grind
Is Eating Your Firm.
Every client, every month: pull the reports, scan for what looks off, chase the ledger, fix it, document it. The work is repeatable. The people doing it are not.
The Same Review, Fifty Times
Senior staff re-check the same balance sheet lines, the same vendor lists and the same bank feeds for every client, because sampling is the only way to get through them all.
Problems Surface Late
A duplicated deposit or a miscoded asset purchase sits in the books until a reconciliation breaks or the tax return asks the question. By then it is three months of unwinding.
Growth Means Overtime
Each new client adds hours of the same careful review. Advisory, the work clients value most and your team enjoys most, gets whatever is left of the calendar.
Automated Workflows
Every Client's Bank Work,
Kept Moving Every Day.
Switch the built-in workflows on once, and Quanto checks the feeds, clears For Review, gathers the statements and reconciles each account on its own schedule. Close day is only the work that needs judgment, and that stays with your team.
Five workflows, each on its own switch
Bank feed health scan
Every 6 hours
Checks every client's bank feeds for disconnects and errors, so a broken connection surfaces before the close.
For-Review transaction scan
Every 2 hours
Captures every client's For Review transactions into Quanto, ready to be categorized and triaged.
Bank statement pull
When a month is missing statements
Downloads the statements QuickBooks already holds for feed-connected accounts, so each month's statement is on hand.
Bank feed triage
After each scan and period analysis
Categorizes new transactions and confirms QuickBooks' matches. Anything it isn't sure of is held for your team.
Bank reconciliation
After statements arrive and triage completes
Reconciles each bank and credit card account to a 0.00 difference and attaches the statement. Discrepancies come back to a person.
Recorded live in QuickBooks
Watch the agent at work
Real recordings of the agent working in QuickBooks Online on demo companies, cut into four short episodes. Every number on screen is from the run that was filmed.
You choose how much Quanto does, client by client.
Level 1
Manual Execution
- Bank feed
- Quanto suggests categories. Your team accepts and applies each one.
- Reconciliation
- Quanto previews each one. Your team completes it.
Level 2
Assisted Review
- Bank feed
- Confident suggestions are pre-accepted. Nothing posts until someone clicks Apply.
- Reconciliation
- Quanto completes clean ones on its own: balances match, every line matched, difference 0.00. Anything else waits for a person.
Level 3
Fully Automated
- Bank feed
- Quanto posts on its own. Low-confidence or unmatched items are held for a person.
- Reconciliation
- As Assisted Review, plus small fee and interest entries, up to a limit you set, so a reconciliation can finish.
Set per client, separately for bank feed triage and reconciliation. A reconciliation is never forced: a difference those fee and interest entries don't explain waits for a person.
Meet Jhoto
Ask About Any Client's Books.
Get an Answer You Can Check.
Jhoto is the accounting assistant inside QuantoBooks. Pick a client and ask in plain English. It reads QuickBooks, your QuantoBooks reviews, documents, Karbon and Notion, then answers with the numbers to back it up.
Is Maple Peak Goods ready to close August? Walk the checklist and list what's still open.
Not yet. Three items are still open, and one of them blocks the close.
| Open item | Amount | Priority |
|---|---|---|
| Negative balance in Undeposited Funds | –$3,200.00 | High |
| Uncategorized charges on Chase Card ••8812 | $1,264.35 | Medium |
| August statement missing for Savings ••2093 | — | Medium |
Start with Undeposited Funds. The Aug 14 deposit was added from the bank feed instead of matched, so Chase Checking is overstated by the same $3,200.00.
Shown on a demo client.
Shows its work
Every source Jhoto checked is listed under the reply, so a reviewer can follow how it got there.
Tables, charts and reports
Ask for cash by month or AR over 60 days and get it back ready to export to Excel or PDF.
Runs on a schedule
Set a prompt to run every Monday or at month-end, and the answer is waiting in the thread.
Asks before it posts
In a chat, a general ledger fix goes to QuickBooks only after Jhoto shows you the exact rows and you say yes.
Already on QuantoBooks? Jhoto is in your sidebar.
How It Works
A Month-End That Runs Itself.
Almost.
QuantoBooks does the reviewing, the digging and the drafting. Your bookkeepers keep the judgment calls and the approvals. That is the whole design.
- Step 01
Generate
One click runs every review for the period
Chart of accounts first, then the general ledger, balance sheet and P&L in parallel, and vendors once the ledger is ready. Every review reads the client's live QuickBooks data.
- Chart of Accounts review
- General Ledger review
- Balance Sheet review
- Profit & Loss review
- Vendor review
- Step 02
Checklist
Every finding becomes an action item
Negative balances, duplicate transactions, likely misclassifications, accounts missing a reconciliation, first-time vendors. Each one is flagged with its reasoning and ranked critical to low, so the team starts with what matters.
- Priorities from your firm's flag definitions
- Thresholds and snoozes you control
- Comments and review status per item
- Step 03
Investigate & fix
The agent does the digging. Your team approves the fix.
Click Investigate on any flag and Quanto reads the balance sheet, the ledger and the QuickBooks records behind it, then writes up the root cause, the impact and the fix. Suggested recodes post to QuickBooks once a reviewer approves them, and bank-feed categorizations follow the automation level you set for each client.
- Root cause, impact and fix, written out
- Batch-apply approved suggestions to QuickBooks
- Receipts and statements extracted into a review queue
- Step 04
Review & close
Close the period with the trail intact
Submit the period for review, approve it, and close the books. Every flag, decision and write-back stays on the record for the next person who opens the client.
- Preparer and reviewer roles
- Period-by-period history
- Notifications when something needs a human
See It Work
The Product, Not the Pitch
Four real workflows on a demo client, exactly as they run in the app.
Every review for the period, in the right order
Open a client's month and click Generate. QuantoBooks runs the chart of accounts review first, then the general ledger, balance sheet and P&L in parallel, waits on the ledger before reviewing vendors, and rolls every finding into one prioritized checklist.
- Runs against the client's live QuickBooks Online data
- Dependencies handled: vendors wait for the ledger
- Findings land as action items, critical to low
Features
Everything the Close Needs. Nothing It Doesn't.
Built around how a bookkeeping team actually works a period, not a bolt-on to a CRM or a spreadsheet of rules.
Period reviews
Chart of accounts, general ledger, balance sheet, P&L and vendor reviews on every client's live QuickBooks data, run together with one click.
Flags and the checklist
Findings ranked critical to low with their reasoning attached. Flag definitions, thresholds and snoozes are yours to tune per firm and per client.
Investigate with Quanto
A chat that reads the books. Ask about any flag or any number and get the root cause, the impact and the fix, with the ledger lines to back it up.
Bank feed reconciliation
Pending For Review transactions get categorized the way a reviewer would: a rules pass clears the obvious, the agent judges the rest, and rows post to QuickBooks once approved, or on their own for clients you set to Fully Automated.
QuantoBooks in Claude
An MCP server and a library of skills so your team can run a month-end close, triage flags or prep 1099s from Claude, with every write confirmed first.
Client portal and documents
Clients connect their QuickBooks and share receipts, bills and statements in one place. Lines are extracted into a review queue and posted to QuickBooks once your team approves.
Why Firms Switch
Automation That Backs Your Team, Not Replaces It
Bookkeeping is the work that pays the bills and eats the calendar. QuantoBooks takes the repeatable part off your people's plates and leaves them the judgment, the client relationship and the advisory work the firm grows on.
Grow the client list without growing the overtime
The reviews, the first pass at every anomaly and the drafting of fixes are done before anyone on your team opens the client. Each bookkeeper can carry more clients at the same standard of care.
Every bookkeeper works with a tireless assistant
Every flag arrives with its reasoning written out and a recommended fix. New staff learn the why alongside the what, and experienced reviewers approve a checklist instead of rebuilding one by hand.
Advisory time, because the books are already done
When the month closes on time with the questions already answered, the conversation with the client moves from “what happened” to “what next”.
Integrations
QuickBooks at the Center. Your Tools Around It.
QuantoBooks reviews the books in QuickBooks Online and fits alongside the systems your firm already runs on. Nothing to migrate, nothing to rip out.
Your team can also run QuantoBooks from Claude through our MCP server and skills library. Every write is confirmed before it posts.
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Common
Questions
Everything you need to know about running your firm's bookkeeping on QuantoBooks.