01
Connect your client companies
Bring your QuickBooks portfolio into one review dashboard instead of jumping between dozens of files.
Built for bookkeeping firms & fractional finance teams
Review 50 QuickBooks companies before lunch.
BookCheck scans every client file for suspicious categorizations, duplicates, unusual matches, and reconciliation anomalies — so your team reviews the exceptions, not every transaction.
Connect QuickBooks
Private beta · No credit card
✓ Multi-client dashboard
✓ Human approval stays in the loop
✓ Built for month-end review
Needs review
7
companies
Clean
31
companies
Open flags
86
transactions
Acme Plumbing14 anomalies
Review
Northstar Creative3 probable miscategorizations
Check
Jones ConsultingNo unusual activity
Clean
Oak & Co.2 possible duplicates
Check
Possible miscategorization
$1,842 · Software → Travel?
Historically coded to Software in 11/12 similar transactions.
Stop opening every client file.See which books actually need attention first.
Stop trusting automation blindly.Catch weird categorizations before they hit reports.
Stop reviewing transaction-by-transaction.Let your team focus on exceptions and judgment calls.
How it works
A second set of eyes across every client.
BookCheck doesn’t replace your bookkeeping workflow. It sits on top of QuickBooks and tells your team where to look.
02
We scan for anomalies
BookCheck compares new activity with historical patterns and flags entries that deserve a human look.
03
Your team reviews the exceptions
Approve, dismiss, or investigate the small set of transactions that actually look unusual.
Built around review, not replacement
Your team keeps the judgment calls.
Most bookkeeping software tries to automate more. BookCheck is deliberately different: it helps experienced bookkeepers review faster without pretending the machine should make every accounting decision.
- Flag probable miscategorizations
- Spot duplicate or near-duplicate transactions
- Surface unusual vendor/category changes
- Highlight reconciliation inconsistencies
- Prioritize clients by review risk
Northstar CreativeTransaction review
Transaction
Adobe · $684.00
Current category: Office supplies
Why this was flagged
17 previous Adobe transactions were categorized as Software subscriptions. This entry is inconsistent with the historical pattern.
Designed for firms, not solo books
One dashboard for your entire client portfolio.
Portfolio risk view
Know which clients are clean and which need attention before you open a single file.
Historical pattern checks
Compare new transactions to each company’s past vendors, categories, amounts, and behavior.
Duplicate detection
Surface likely duplicate charges or suspiciously similar entries for quick review.
Human approval
Nothing silently rewrites your books. Your team decides what changes and what doesn’t.
Month-end queue
Turn month-end into a prioritized exception list instead of a hunt through every client ledger.
Team-ready workflow
Give reviewers a clear queue of issues, context, and recommended next actions.
The simple pitch
Your best reviewers should spend time on judgment, not scanning.
If your firm manages
50 client companies
and BookCheck saves even 10 minutes per company during review, that’s more than a full workday back every month.
Private beta
Want to review your QuickBooks clients this way?
We’re onboarding a small number of bookkeeping firms and fractional finance teams. Tell us where to send access.
FAQ
Before you connect the books.
Does BookCheck make accounting changes automatically?
No. The product is designed as a review and QA layer. It surfaces suspicious activity and context so your team can make the call.
Is this for individual small businesses?
It can help individual companies, but the product is being designed first for bookkeepers, accounting firms, and fractional finance teams managing many QuickBooks companies.
What kinds of issues does it flag?
Examples include unusual categorizations, duplicate-looking entries, unexpected vendor/category changes, and reconciliation patterns that differ from historical behavior.
Is this an Intuit product?
No. BookCheck is an independent product concept and is not affiliated with or endorsed by Intuit or QuickBooks.