How it works

From raw transactions to a real-time CFO view

CloviCFO automates the bookkeeping busywork while keeping a genuine double-entry ledger underneath — so the output is accountant-grade.

1

Bring in your data

Connect QuickBooks (OAuth), import CSV/OFX/IIF, or forward receipts. Your chart of accounts and history load in and tie out.

2

AI does the books

Transactions auto-categorize to the right account and IRS line, receipts match by OCR, and entries post to the double-entry ledger.

3

Reconcile, report, advise

Tie out to statements, lock the period, run GAAP reports, and ask the IRS-cited CFO anything about your numbers.

Auto-reconcile, accurately framed

Connect once → it categorizes & reconciles itself

The bank feed is the bank's record of what cleared. CloviCFO auto-categorizes and auto-matches it against your books — you review only the exceptions, not every line.

  • ✓Auto-categorize to CoA + IRS line, no manual rules
  • ✓Auto-match on amount, date and memo scoring
  • ✓Exception review for unmatched, duplicates, transfers, splits
  • ✓Period close confirms the books tie to the statement
Reconcile · Chase ****4829
Auto-match result● 142 / 142 matched
Stripe payoutmatched · 4060 Sales
AWS · cloudmatched · 6200 Software
Unknown · $48.20review exception
Statement tie-out✓ Balanced
The payoff

Reports and insight the moment you need them

Once your books are current, every GAAP report is one click away — and the AI explains what the numbers mean and what to do next.

  • ✓Real-time P&L, Balance Sheet, Cash Flow with AI narratives
  • ✓Multi-entity consolidation into a single view
  • ✓Deduction-opportunity alerts with deadlines
  • ✓IRS-cited CFO chat grounded in your data

Net income trend

Last 6 months · all entities
JanFebMarAprMayJun
▲ +132% over 6 months

Try it on your own numbers

Import a CSV or connect QuickBooks and watch your books come together.

Start free →