Add clients
Each company is its own dashboard, desk, and QuickBooks file.
For CFOs
One company.
Perfectly clear.
Accountr keeps each client’s books, chat, and QuickBooks file on its own. Designed for the fractional desk.
For CFOs
Accountr keeps each client’s books, chat, and QuickBooks file on its own. Designed for the fractional desk.
Client
XYZ Construction
Cash
$184k
Open AR
$61k
Open AP
$28k
Add clients
Each company is its own dashboard, desk, and QuickBooks file.
Ask Accountr AI
AI for finance, kept on that client. Nothing leaks into another company.
Keep a trail
Notes and chat stay with the company you opened.