Ten focused bundles — bookkeeping, tax, client onboarding, firm operations, audit-review, new small business, payroll, CFO / Advisory, Small Business Operator, and Practice Growth — with Nonprofit Accounting coming next. Built inside a real accounting firm. Tested on real client work. Priced for solo bookkeepers through 25-person firms.
10
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, and Practice Growth. Same delivery, deeper stack.
Each bundle solves a specific category of accounting work. Buy one. Buy three. Buy from the ten-bundle catalog today, with Nonprofit Accounting 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.
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 11–21 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 ten focused bundles at $2,490 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.
Are New Small Business, Payroll, CFO / Advisory, Small Business Operator, and Practice Growth live now?
Yes. New Small Business, Payroll, CFO / Advisory, Small Business Operator, and Practice Growth are available as focused $249 Pro Bundles. Nonprofit 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.