Twenty-three focused bundles — bookkeeping, tax, client onboarding, firm operations, audit-review, new small business, payroll, CFO / Advisory, Small Business Operator, Practice Growth, Nonprofit Accounting, Law Firm, Construction, Forensic Accounting, Marketing, Real Estate, Restaurant Accounting, E-commerce Accounting, Therapist Accounting, Nail Salon Accounting, Hair Salon Accounting, Medical / Dental Practice Accounting, and Auto Repair & Body Shop Accounting — with the Manufacturing & Job Shop Accounting Bundle coming next. Built inside a real accounting firm. Tested on real client work. Priced for solo bookkeepers through 25-person firms.
23
Bundles
11
Months Tested
36
Years Operator
Three Ways In
Pick the tier that fits your firm.
$99
Build-A-Bundle · 5 agents
Pick any 5 agents you want. Low-friction starter for firms that already know what they need.
Curated by department. Bookkeepers, Tax, Onboarding, Firm, Audit, New Small Business, Payroll, CFO / Advisory, Small Business Operator, Practice Growth, Nonprofit Accounting, Law Firm, Construction, Forensic Accounting, Marketing, Real Estate, Restaurant Accounting, E-commerce Accounting, Therapist Accounting, Nail Salon Accounting, Hair Salon Accounting, Medical / Dental Practice Accounting, and Auto Repair & Body Shop Accounting. Same delivery, deeper stack.
Each bundle solves a specific category of accounting work. Buy one. Buy three. Buy from the twenty-three-bundle catalog today, with the Manufacturing & Job Shop Accounting Bundle previewed below as the next coming-soon bundle.
Lead Bundle
Bookkeepers Bundle
The full monthly close — reconcile, categorize, adjust, close, report. A practical stack for repeatable client bookkeeping work.
A nonprofit stack for fund accounting setup, restricted grant tracking, functional expenses, 990 readiness, donor acknowledgments, and board reporting.
16 agents · Fund accounting + compliance + board reporting
Setup & intake: Entity Tax Setup Decision Tree, Bookkeeping Setup Wizard, New Client Intake Form, Chart of Accounts Cleanup
Monthly nonprofit books: Bank Reconciliation, Adjusting Journal Entries, Month-End Close, Cash Flow Forecaster, Budget vs Actual Variance Narrator, Bookkeeping Catch-Up & Cleanup Diagnostic
Flagship nonprofit structure: Net Asset & Fund Accounting Setup, Statement of Functional Expenses Builder
Operating setup: Bookkeeping Setup Wizard, Chart of Accounts Cleanup, New Client Intake Form, Bank Reconciliation, Adjusting Journal Entries, Month-End Close
Trust controls: Law Firm Chart of Accounts & Trust Setup, IOLTA Three-Way Reconciliation, Client Trust Ledger & Balance Monitor
Fees, retainers & transfers: Trust-to-Operating Transfer Authorization, Retainer & Advance-Fee Classifier, AR Collections Agent
Firm performance: Cash Flow Forecaster, Budget vs Actual Variance Narrator, Simple KPI Scorecard, Client & Service Profitability Analyzer, Matter Profitability & Realization Analyzer
$249
One-time · lifetime access · all 17 agents
New · Available
Construction Bundle
A contractor stack for job costing, progress billing, retainage, certified payroll, change orders, and the WIP package a surety expects.
Prove the firm: Bank Reconciliation, Adjusting Journal Entries, Month-End Close, Cash Flow Forecaster, Budget vs Actual Variance Narrator, Simple KPI Scorecard, Bonding & Surety Readiness Package
$249
One-time · lifetime access · all 18 agents
New · Available
Forensic Accounting Bundle
The bundle for following the money: detect anomalies, investigate schemes, quantify damages, and produce court-ready work for fraud, investigation, and litigation-support engagements.
Quantify: Damages & Lost Profits Calculator, Net Worth / Lifestyle Analysis
Report & testify: Expert Witness Report Drafter, plus reconciled baselines from Bank Reconciliation, Chart of Accounts Cleanup, Sample Selection, Materiality Calculator, and Document Collection Chase
$249
One-time · lifetime access · all 17 agents
New · Available
Marketing Bundle
The full-funnel growth stack for accounting and bookkeeping firms: position the practice, attract the right prospects, nurture leads, convert clients, and turn great work into referrals.
Attract: Social Content Calendar & Post Generator, LinkedIn Connection Engine, Google Business Profile & Local SEO Optimizer, Webinar / Workshop Promotion Kit, Ad Copy Generator, Short-Form Video / Reel Script Generator, Podcast Guest Pitch Builder
Convert, retain & refer: AI Pitch Deck, First 100 Customers Action Plan, Case Study & Testimonial Builder, Referral & Review Engine, Review & Reputation Builder
$249
One-time · lifetime access · all 22 agents
New · Available
Real Estate Bundle
The property-first accounting stack for firms serving landlords, rental portfolios, and fix-and-flip investors — from acquisition through operations, tax, sale, and portfolio reporting.
30 agents · Set up by property → Run the books → Depreciate or cost the flip → Exit & report
Set up by property: Property-Level P&L & Portfolio Roll-Up Builder, Real Estate Acquisition & Closing Entry Builder, Chart of Accounts Cleanup, Expense Categorization & Receipt Capture
Run rentals: Rent Roll & Tenant Ledger Manager, Security Deposit Trust Tracker, Mortgage & Debt Schedule + Principal-Interest Splitter, Cash Flow Forecaster, AR Collections
Exit & report: Property Sale & Disposition Gain Calculator, 1031 Like-Kind Exchange Tracker, Installment Sale Tracker, Monthly Financial Package Narrative, and per-property profitability reporting
$249
One-time · lifetime access · all 30 agents
New · Available
Restaurant Accounting Bundle
The restaurant-specific accounting stack for firms serving single- and multi-unit operators — from daily sales and delivery payouts through tips, tax, prime cost, inventory, and restaurant-format reporting.
25 agents · Reconcile revenue → Handle tax & tips → Control food & labor → Close & report
Handle tax, tips & liabilities: Restaurant Sales Tax & Marketplace-Facilitator Reconciliation, Tip Tracking & Tip Liability, FICA Tip Credit & Form 8027 Prep, Gift Card & Deferred Revenue Tracker
Control food & labor: Prime Cost & Restaurant P&L Analyzer, Food Cost & Inventory Variance, Menu Engineering & Recipe Costing, Payroll Variance Analyzer, Cash Drawer Over/Short Tracker
Set up, close & report: Restaurant Chart of Accounts Setup (USAR), AP Bill-Pay, Vendor Statement Reconciliation, Expense Categorization, Month-End Close, Cash Flow Forecasting, KPI and variance reporting
$249
One-time · lifetime access · all 25 agents
New · Available
E-commerce Accounting Bundle
The e-commerce-specific accounting stack for firms serving online sellers across Shopify, Amazon, eBay, Etsy, and Walmart — from channel payouts and sales tax through inventory, COGS, contribution margin, ads, and multi-currency reporting.
25 agents · Reconcile sales & payouts → Handle tax & inventory → See margin & ad performance → Close & report
Reconcile sales & payouts: Multi-Channel Sales & Payout Reconciliation, Amazon Settlement Reconciler, Payment Processor Reconciliation for Stripe, PayPal, and Shopify Payments, Bank Reconciliation
See margin & ad performance: Contribution Margin by SKU & Channel, Ad Spend & Blended ROAS Reconciliation, KPI dashboards, budget variance, and profitability analysis
Set up, close & report: E-commerce Chart of Accounts Setup, Gift Card & Store Credit Deferred Revenue Tracker, Multi-Currency & FX Reconciliation, AP Bill-Pay, Vendor Statement Reconciliation, Month-End Close, and Cash Flow Forecasting
$249
One-time · lifetime access · all 25 agents
New · Available
Therapist Accounting Bundle
AI agents built for private-practice therapists — where self-pay, sliding scale, superbills, insurance, and associate-clinician pay finally reconcile.
14 agents · Set up the practice → Reconcile client revenue → Pay clinicians & plan owner cash → Close & report
Set up the practice: Private-Practice Chart of Accounts & Bookkeeping Setup, Bookkeeping Setup Wizard, Chart of Accounts Cleanup, and Bank Reconciliation
Close & report: Document Collection Chase, Month-End Close, Cash Flow Forecaster, and Simple KPI Scorecard
$249
One-time · lifetime access · all 14 agents
New · Available
Nail Salon Accounting Bundle
The nail-salon-specific accounting stack for single- and multi-location salons — from booth rent and commission tech pay through cash, tips, retail, inventory, deferred revenue, compliance, and salon-format reporting.
36 agents · Set up the salon → Manage renters & tech pay → Control tax, tips & inventory → Close, comply & grow
Set up & reconcile the salon: Salon Chart of Accounts Setup, Daily Sales & Deposit Reconciliation, Bank and Credit Card Reconciliation, Merchant & Processing Fee Analyzer
Control tax, tips, inventory & liabilities: Service vs. Retail Sales Tax Allocator, Tip Tracking & Tip Liability, Back-Bar & Retail Inventory / COGS Agent, Gift Card Tracker, Package & Membership Deferred Revenue Tracker
Close, comply & grow: Salon P&L & Benchmark Analyzer, Cosmetology License & Board Compliance Tracker, Month-End Close, Cash Flow Forecaster, KPI reporting, reviews, local SEO, and social content
$249
One-time · lifetime access · all 36 agents
New · Available
Hair Salon Accounting Bundle
The hair-salon accounting stack for single- and multi-location businesses — built around chair rent, stylist commissions, color-bar economics, retail products, tips, cash, and salon-format reporting.
31 agents · Set up the salon → Pay renters & stylists → Control color, retail & tax → Close, comply & grow
Set up & reconcile the salon: Hair Salon Chart of Accounts Setup, Daily Sales & Deposit Reconciliation, Bank and Credit Card Reconciliation, Merchant & Processing Fee Analyzer
Control color, retail, tax & liabilities: Hair Color-Bar & Retail Inventory / COGS Agent, Color Bar Cost & Formula Variance Tracker, Service vs. Retail Sales Tax Allocator, tip tracking, gift cards, packages, and memberships
Close, comply & grow: Salon P&L & Benchmark Analyzer, Cosmetology License & Board Compliance Tracker, Month-End Close, Cash Flow Forecaster, KPI reporting, reviews, local SEO, and referrals
$249
One-time · lifetime access · all 31 agents
New · Available
Medical / Dental Practice Accounting Bundle
AI agents built for dental and medical practices — where production, insurance adjustments, and collections finally reconcile.
27 agents · Set up the practice → Reconcile production & cash → Control costs & provider pay → Close & report
Set up & explain revenue: Medical / Dental Practice Chart of Accounts & Setup plus the flagship Production vs. Collection & Adjustment Analyzer
Reconcile deposits & receivables: PMS Day-Sheet to Bank Deposit Reconciliation, Patient A/R & Statement Manager, and insurance payer, EOB/ERA, copay, and superbill tools
The shop-specific accounting stack for mechanical repair and collision businesses — where repair orders, parts, technician labor, supplements, WIP, and deposits finally reconcile.
38 agents · Set up & reconcile the shop → Track jobs, parts & WIP → Control labor & bay margin → Recover collision revenue & report
Set up & reconcile the shop: Shop Chart of Accounts & Revenue Stream Setup, Repair Order to General Ledger Reconciliation, Daily Sales & Deposit Reconciliation, bank, card, AP, and vendor statement tools
Track jobs, parts & WIP: Open Repair Order WIP Tracker, Parts Matrix & Margin Analyzer, Parts Stock Inventory & Obsolescence Tracker, core charges, warranty credits, returns, deposits, and special-order parts
Control labor & bay margin: Technician Flat-Rate Pay & Commission Calculator, Technician Efficiency & Effective Labor Rate Analyzer, Shop Prime Cost & Bay Profitability, and Comeback & Rework Cost Tracker
The manufacturing accounting stack for contract shops, fabricators, tool-and-die businesses, and small discrete manufacturers — from raw materials through WIP and finished goods.
36 agents planned · Set up the books → Cost jobs & prove inventory → Control overhead, standards & capacity → Protect margin
Set up the manufacturing books: Manufacturing Chart of Accounts & Three-State Inventory Setup plus the core close, reconciliation, AP, vendor, cash-flow, and reporting tools
Cost jobs & prove inventory: Job Cost Sheet Builder, Three-State Inventory Roll-Forward & WIP Valuation, and Quote-to-Actual Margin Reconciler
Control overhead, standards & capacity: Overhead Absorption Rate Calculator, Standard vs. Actual Cost Variance Reporter, Bill of Materials & Routing Cost Builder, and Machine Hour Rate & Capacity Utilisation Analyzer
Manage materials, loss & profitability: Raw Materials, Finished Goods, Scrap / Rework / Yield, Engineering Change, Sales-Tax Exemption, and Customer / Part Profitability tools
Coming
Future bundle · not available yet
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Pick the bundle above, fill in your info, and continue to PayPal. Your bundle ships to the registered email right after checkout.
Want more than one bundle?
Buy focused bundles — or pick any five for less.
Any five Pro Bundles purchased separately are $1,245. Agents Only lets you choose any five from the live catalog for $799.
Choose the bundle that matches the work you do most. Pay one time. Get instant access to every agent in the bundle plus the welcome packet that walks you through how to use each one.
2
Open the welcome packet
Every bundle comes with a customized welcome packet — what's inside, who it's for, the workflow at a glance, agent-by-agent guidance, and a first 30 days roadmap.
3
Run your first agent
Each agent is a standalone HTML tool — opens in any browser, no software install, no learning curve. Answer the questions, click GENERATE, get a printable workpaper, document, or worksheet ready to use.
Frequently Asked
Bundle questions, answered.
What's the difference between a Pro Bundle and Build-A-Bundle?
Build-A-Bundle ($99) lets you pick any 5 agents from the library — for firms that already know what they need. Pro Bundles ($249) are curated by department with 11–38 agents each — for firms that want the full stack for a category of work without picking individual agents.
Can I buy multiple Pro Bundles?
Yes. A solo bookkeeper might buy only the Bookkeepers Bundle. A full-service firm might buy all twenty-three focused bundles at $5,727 total. Agents Only ($799) is the better deal if you want a pick-your-5 bundle pack.
Some agents appear in multiple bundles. Do I pay twice?
No. Each bundle is self-contained, and cross-listed agents (like Document Collection Chase) live in multiple bundles by design — once you own them, you own them. Buying two bundles doesn't charge you twice for shared agents.
Already bought a Pro Bundle and want the Pick 5 pack?
You get 50% off Agents Only — $399 instead of $799. Head over to Agents Only and use the green "Pro Bundle Buyers" section to request your private checkout link.
Which newer Pro Bundles are available now?
New Small Business, Payroll, CFO / Advisory, Small Business Operator, Practice Growth, Nonprofit Accounting, Law Firm, Construction, Forensic Accounting, Marketing, Real Estate, Restaurant Accounting, E-commerce Accounting, Therapist Accounting, Nail Salon Accounting, Hair Salon Accounting, Medical / Dental Practice Accounting, and Auto Repair & Body Shop Accounting are available with direct checkout. Manufacturing & Job Shop Accounting is the next coming-soon bundle.
Is there a refund policy?
30-day money-back guarantee. If a bundle doesn't fit your firm after 30 days, email us and we refund. No questions, no fine print.
What software do these agents work with?
Designed software-agnostic — works with QuickBooks Online, QuickBooks Desktop, Xero, Drake, Lacerte, ProConnect, CCH Axcess, and most major accounting/tax platforms.