CPA-Focused Workflow Automation

Automate Your Financial Data Before It Hits the Ledger

FinSeam AI parses, cleans, and categorizes bank statements and POS exports — so your accounting team spends less time on manual data cleanup and more on value-added work.

Works seamlessly with QuickBooks, Xero, and your existing accounting stack.

FinSeam AI Engine
Messy Bank Statement (PDF)
AI Parsing & Categorization
Clean Ledger (QBO / Xero)
30–40% of staff hours wasted on manual pre-ledger prep

30–40% of Bookkeeping Time is Wasted

Even with QuickBooks or Xero, accounting teams are still manually:

  • Re-entering PDF bank statements
  • Fixing broken CSV imports
  • Categorizing endless transactions
  • Chasing reconciliation mismatches

This pre-ledger bottleneck slows workflows, crushes margins, and limits scalability — especially during peak filing seasons.

Three Simple Steps to a Clean Ledger

1

Upload Your Data

Bank statements (PDF), POS exports, and CSVs

2

AI Cleans & Categorizes

Removes errors, normalizes vendors, and auto-classifies transactions

3

Push to Ledger

Ready-to-use structured data synced into QuickBooks, Xero, or your accounting stack

Request a Demo

Trusted by US CPA Firms

We’re piloting with Global Business Solutions, Inc., a CPA firm serving 200 clients with a 20-member team, including a 15-member back office in India. They confirmed pre-ledger ingestion is a major bottleneck, especially during filing season.

“An agent that integrates transactions already packaged, like bank statements and even POS into a popular accounting software could be the gold.”

— Managing Partner, Global Business Solutions

Watch Demo Video

Why CPA Firms Choose FinSeam

Save Time

Automates 30–40% of bookkeeping hours previously spent on manual data entry.

Reduce Errors

Eliminates manual re-entry typos and fixes broken file imports automatically.

Scale Effortlessly

Works seamlessly with your existing QuickBooks or Xero setup with zero workflow disruption.

Flexible SaaS Plans for Accounting Teams

Starter
$199/mo
  • Up to 50 clients
  • PDF Statement Parsing
  • Basic categorization rules
  • CSV exports
Enterprise
Custom
  • Unlimited clients
  • Custom API integrations
  • Dedicated account manager
  • Custom categorization models

Ready to Transform Your Accounting Workflow?

Book a demo and see how FinSeam can save your team hours every week.

Works seamlessly with QuickBooks, Xero, and other accounting platforms.