A cleaner collaboration layer for the people who close the books.
Standardized client files on QuickBooks and Stripe, a real review queue, proposed-adjustment workflow, and workpaper-ready exports — so year-end is an export, not a fire drill.
What you stop chasing
Scattered client records
One standardized workspace per client, with QBO and Stripe in the same view.
Email-based document hunts
Document requests live on the transaction, with status and owner.
Stale exports
Live sync — no CSV roundtrips, no version drift.
Duplicate invoices and bills
De-duped against canonical QBO records on every sync.
Reopened, untracked changes
Period lock with audited reopens — no silent edits after sign-off.
Year-end scramble
Workpaper exports ready year-round, scored for readiness.
Flag, request, adjust, resolve — on the record.
A real queue, not a comment thread. Every action attributed and tied to the underlying transaction.
- Flagged transactions with review notes
- Document requests with status and owner
- Proposed adjusting entries with approval flow
- Resolution history and review timeline
- Period sign-off recorded on the record
A workpaper-ready package, not a login and a question list.
- Trial balance
- General ledger detail
- P&L by month
- Balance sheet
- Account reconciliations
- Fixed asset schedule
- Missing W-9 · Vendor LLC
- Unreconciled · AmEx Dec
- Owner draws confirmation
- 1099 vendors confirmed
- Bank statements attached
With comparatives and account roll-forward.
Source-linked to the underlying transactions.
Statement tie-out and unreconciled aging per account.
Proposed, approved, and posted entries with attribution.
Receipts, W-9s, bank statements — attached to the right lines.
Open items surfaced before filing, not after.
Why firms standardize on Authentic.io
Standardized client files
Same structure, same checklist, same review workflow — across the entire book of clients.
Defensible records
Source-linked numbers, period locks, and full activity history on every change.
Easier file assembly
Year-end workpapers assembled from live records, not stitched together at filing time.
Built for the way firms actually work
Solo CPA
Run a tight book of clients with firm-grade controls.
Boutique firm
Standardize close and review across the team.
Outsourced controller
Stay close to operations across portfolio companies.
Tax-focused firm
Receive workpaper-ready packages from clients all year.
Become an Authentic.io accountant partner
Discounted client pricing, partner support, and early access to firm features.