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For accounting and tax firms

Take on more bookkeeping clients with the team you have.

Clozy is AI accounting for your firm. It catches up client books month by month, asks clients what it needs, and hands your staff finished work to review.

Catch up your first client →See how it works
  • Your firm's name on every invitation
  • Clients connect their own banks
  • Nothing recorded without your staff
ClientsHartwell & Co.
  • Rivera Design Co.January to June 2025Ready to review38 suggestions
  • Bayside Dental StudioQuestions by emailClient answered9 of 12
  • Pine Street LLCJuly to December 2025Catching up2 statements missing
  • Northstar MetricsSeptemberPublishedby Dana
Your books are ready to reviewRivera Design Co. · Mon 8:00 AM
Why firms use Clozy

Every January, the catch-up work is bigger than your team.

Today

You turn away catch-up work.

Today

Your staff chases clients for statements.

With Clozy

Your staff reviews finished work.

How it works

Add a client. Clozy does the bookkeeping. Your team signs off.

  1. 1

    Add a client

    Invite the owner by email. They connect their own bank, cards and Stripe.

  2. 2

    Clozy catches up

    It works through the backlog month by month and says which statements are missing.

  3. 3

    The client answers by email

    Clozy asks the client what only they know, and keeps the answer with the transaction.

  4. 4

    Your staff signs off

    Review the suggestions, run the month-end check, and publish the month.

Built for firms

Your firm stays in control of every client.

Every client in one placeEach client's status and what needs you, sorted by what needs you first.
An email when work is readyClozy emails your team when a client's books are ready to review.
Nothing recorded without youYour staff approves each suggestion. Publish a month when it passes the month-end check.
No bank logins to handleClients connect their own accounts, so your staff never asks for a password.
Your brandClients see your firm's name and color in the invitation and every time they sign in.
Access by clientEach staff member sees only the clients they are assigned to.
Security

Your clients' data is safe with you, and with us.

Read-only bank access. Bank logins stay with the bank. Each client is kept apart.

Read-only bank accessStripe invoice changes need your authorization.
EncryptedIn transit and at rest: HTTPS and AES-256.
Each client kept apartStaff see only their assigned clients.
2-step sign-inPasskeys, plus encrypted backups with tested restores.

Read the full security details →

Questions

Questions from firms.

Does Clozy replace my staff?

No. Clozy does the routine bookkeeping. Your staff reviews and approves it, so each person can look after more clients.

Can I start with one client?

Yes. Start with one catch-up client, check the result, and then add more.

What does my client have to do?

Accept your invitation, connect their accounts, and answer the occasional question by email.

Can the AI make mistakes?

Yes. That is why an accounting engine, not the AI, does the math, every account is reconciled to its bank statement, your staff approves each suggestion, and only a person can publish a month.

Which books does Clozy handle?

Books for US small businesses whose money moves through bank accounts, cards and Stripe. Cash basis by default; for services and software clients you can choose accrual when you add the client. Not yet a fit: inventory, point-of-sale or job costing.

How is it priced for firms?

Firm pricing is per client. Tell us about your practice, and we will send you the details.

Start with one client.

We are onboarding a small group of firms now. A person on our team replies to every request.

  1. 1Tell us about your practice. It takes two minutes.
  2. 2A person on our team replies and sets up your firm.
  3. 3Invite your first client, and Clozy starts catching up.