Every client's books, in one place you can ask questions of.
Your firm holds the client list, your people, and who works which account. One connector covers all of it — ask for a client by name and the answer comes out of their live ledger, not a report you built last week.
How it works
Five steps, and a person at the second one.
- 01
Apply
Tell us the firm and who runs it. Nothing goes live: the application is a row a person reads.
- 02
Get approved
We review every firm by hand — usually within a business day. No firm can activate itself.
- 03
Add your clients
Each client hands you the invite code from their account. The grant starts with them, so you can never add a company that has not chosen you.
- 04
Put your team on them
Invite bookkeepers and assign them per client. An assignment is an access boundary — a bookkeeper sees the clients they are on, and no others.
- 05
Mint one connector
One URL for the whole firm, added to your own AI assistant. Ask for any client by name and the answer comes out of that client's live ledger.
Built so your clients say yes
The questions a client will ask, already answered.
Every one of these is enforced in the database and on every request, so you can answer it before it is asked.
A client grants you, not the reverse
A firm cannot add an organization by naming it — the client hands over an invite code, and that is what opens the door. Access begins with them, every time.
A bookkeeper sees their own clients
A bookkeeper only ever sees the clients you put them on, enforced server-side. That matters when your firm serves two companies that compete, and again when someone moves on.
One client, one firm
An organization can be active with a single firm at a time. A client moving to you leaves their old firm; a client leaving you takes their books with them.
A lapse withdraws access everywhere at once
The console and the connector ask the same question about your subscription, so there is never a back door left open. A failed card is a grace period, not a lockout.
Bring your first client.
Apply above, or talk it through first — we'll walk your own client list and show you what the connector answers.
Book a 15-minute demo · sales@iamcfo.com · (305) 930-2848