What's live today and what's coming, marked clearly so you always know what you're getting.
Direct QBO OAuth sync that pulls your accounts, transactions and journal entries via the Query API.
Import your chart of accounts, transactions and bank statements; AI categorizes and posts to the ledger.
Connect Gmail/Outlook/IMAP; receipts are fetched, OCR'd and linked to the matching transaction.
A per-user data room with signed access for statements, receipts and supporting documents.
One mapping to migrate from QuickBooks, Xero and Sage via a unified accounting API.
Always-on bank feeds via CloviConnect; today CloviCFO uses CSV/OFX import for full coverage.
Per-line tax snapshots are live; jurisdiction rates, liability and filing are on the roadmap.
Merchant recognition and fraud signals to explain and flag any charge.
Programmatic access to your books for custom workflows and white-label apps.
Connect QuickBooks or import a file and get going in minutes.
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