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For accounting firms

Reconcile every client's books in one place

One agent reads each client's inboxes, scans and bank feeds, matches the documents, and produces audit-ready workpapers — so your team reviews instead of chasing receipts. Unlimited seats; you pay only for active clients.

Accounting firmsBusinessesIndividuals
Firm pricing

Priced per active client, billed to your firm

Start at $15/client and taper to $7 at scale. The audit-defense add-on is the line item your clients gladly pay for.

Built for firms
Firm Starter

Solo and small firms getting every client reconciled in one place.

$15 / active client / mo

5-client minimum ($75 floor)

  • Unlimited staff seats for your whole team
  • Firm-billed — re-billable to your clients
  • Per-client document trails
  • Built-in audit-defense workpapers
  • Pay only for active clients
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Firm Growth

Growing practices — the price tapers as you add clients.

$12–$7 / active client / mo

volume pricing that scales with you

  • $12 / client at 25+ clients
  • $9 / client at 75+ clients
  • $7 / client at 200+ clients
  • Everything in Firm Starter
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Audit-Defense

Audit-ready workpapers, sold per audit — a line item most practices cannot offer today.

$500–$1,500 / active audit

per-audit add-on

  • Priced as a fraction of billable hours
  • Audit-ready workpapers per client
  • Every line traces to a source document
  • Sell audit readiness on demand
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Annual billing. The volume taper applies automatically as your active-client count crosses each threshold. Audit-defense is priced against the billable hours it saves.

The mechanics

How client documents get in — without the chase

The document chase is the part your staff hates and your clients ignore. Three intake paths replace it — rolling out through early access:

1 · A secure upload link

Each client gets their own secure upload page — no account, no password, works from a phone camera. They snap or drop documents; everything lands in their workspace, tagged with who submitted it.

2 · Consented mailbox connect

With the client's explicit consent, the agent reads their inbox read-only and pulls receipts, invoices, and statements retroactively — the whole year, not just what they remember to forward. Non-financial mail is discarded, never stored.

3 · Staff upload

Whatever arrives the old way — paper handed over at a meeting, a statements folder, an email attachment — your team drops straight into the client's workspace. Duplicates are caught automatically.

The math for your practice

Your associates' hours are worth more than the chase

The objection is fair: "my staff bills for that work." But document chasing is the work clients resent paying for and staff resent doing — and under fixed-fee pressure it's margin leak, not revenue.

A worked example — one client, one month
Staff time on document collection & matchingchasing, downloading, filing, keying — a common estimate is 1–2 hrs/client/mo
1.5 hrs
At a loaded staff cost of $60/hrwhat the chase costs you even when you can't bill it
~$90 / mo
→ Reconcily, per active clientagent does the intake + matching; staff reviews exceptions
$15 / mo
→ Audit-Defense add-on, when a client is examineda re-billable line item most practices cannot offer today
$500–$1,500

Illustrative figures — plug in your own hourly cost and chase time; the gap doesn't change shape. The freed hours go where they bill: advisory, review, and the audit-defense work clients gladly pay for.

Questions

Firm FAQ

What counts as an "active client"?
You only pay for clients you actually reconcile in a given month. Dormant or off-boarded clients do not count toward your bill — so a seasonal book of business scales down in the off-season.
Can I re-bill Reconcily to my clients?
Yes. Firm pricing is firm-billed, so most practices fold it into their monthly fee or pass it through at a markup. Many firms make the audit-defense add-on a billable line item.
How do staff seats work?
Seats are unlimited on every firm plan. Add your whole team — reviewers, preparers, admins — at no extra cost. You are billed on active clients, not headcount.
Where does this sit against Keeper and Dext?
Above Keeper ($8–10, review-only) because Reconcily does the document hunt and matching, and below Dext Practice ($17.70–19.20) on the entry tier — with audit-defense workpapers built in.
Does it replace our clients' QuickBooks or Xero?
No — each client's ledger stays the system of record. Reconcily sits alongside it and does what the ledger doesn't: retroactively hunting documents out of the client's inboxes and scans, matching every document to a transaction, and producing per-client audit-defense workpapers. Your team exports the reconciled results as Excel/CSV that flows into your existing QuickBooks/Xero workflow.

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