QuickBooks Online Accountant shuts down December 31, 2026

Keep the judgment.
Lose the grunt work.

Ro is an AI bookkeeper on your team, working inside every client you keep. It does the keying, the matching, the filing, the chasing, and brings you only the calls worth your time. You run the firm. Ro carries the busywork.

Free for firms. Free staff seats. Your own firm's books included, free, forever.

More clients, same team. Ro does the doing inside every client: the feed, the matching, the paperwork, the follow-ups. Your people carry judgment, not keying.

Close in days, not weeks. Every close arrives drafted, checklist run, statements tied out. What's left is your sign-off, not your evening.

Clients answer Ro, not your email chain. Missing receipt, mystery charge: Ro asks your client by text and files the answer. The close stops waiting on your inbox.

✳︎Invaro
OBOak Bookkeeping
Clients5
Ro
Review
Activity
Team
Work
Documents
Rules
Reports

Clients

5 clients · 4 to review

H&

Harbor & Finch

88 journal entries · Active today · GBP

1 to reviewOpen
MA

Meridian AI

144 journal entries · Active today · USD

3 to reviewOpen
BS

Blue Spruce Bakery

0 journal entries · New · CAD

Set up
BR

Bondi Roasters

260 journal entries · Active 3d ago · AUD

Open
OB

Oak Bookkeeping

free

Your firm's own books

Open

Meet Ro, across the firm

An AI bookkeeper on your staff. Inside every client, Ro categorizes, reconciles, files and chases, then reports back to you. One desk queues only what needs your judgment.

No backlog Mondays. No close-week all-nighters. No client left behind.

On the clock for every client, all night, so your team never is.

Categorizes every client's feed
Reconciles each client's payouts
Files receipts from their inboxes
Chases their unpaid invoices
Drafts every monthly close
Queues only the judgment calls
Keeps the work board current
Pulls a portfolio P&L
Catches duplicate charges
Preps their 1099s
Briefs you every morning
Logs every books access
Remembers each client's quirks
Answers across the whole roster

While your team was off the clock

I handled 0 things across your clients last night.
11:38 pmH&Categorized 62 transactions for Harbor & Finch
2:04 amBRReconciled 31 Stripe payouts for Bondi Roasters
5:56 amMAFiled 6 receipts from Meridian's inbox to their charges
6:12 amMAFlagged a duplicate $149 charge at Meridian AI
6:30 amH&MADrafted the July close for two clients
Harbor & Finchready to closeMeridian AIready to closeBondi RoasterscurrentBlue SprucecurrentOnly the sign-offs left.

Every action lands in the firm's activity log, with the reasoning next to it.

The whole roster, one text away
9:41
Ro ›

Today 7:02 AM

morning. overnight: 102 items filed across your 4 clients. bondi's stripe payouts all matched.
meridian has 3 calls only you can make. they're queued in review.
is harbor ready to close?
yes. checklist's green, statements tie out. want me to lock july and send them the pack?
lock it
locked. pack's in their inbox, copy in yours.
+iMessage
  • Kept all four clients current overnight
  • Queued only the judgment calls for you
  • Closed July and sent the client pack on one word

You sign off. Ro does the rest.

Your hours go to advice and judgment, the work clients pay a professional for. The keying, matching and chasing is already done.

The practice

The doing is automated. The judgment is yours.

Billable hours go where the judgment is. Everything below the judgment line is done before you open the file, and one desk answers the two morning questions: who needs me, and where does every close stand?

One review desk. Every client's close state and open calls, on one screen. Approve, close, move on.

Review2 of 3 clients need you
H&

Harbor & Finch

July closed

0

to review

1

to approve

0

question

MA

Meridian AI

July ready to close

3

to review

0

to approve

1

question

BR

Bondi Roasters

July: 2 blockers

0

to review

2

to approve

0

question

Paperwork files itself. Receipts, bills and statements land on the right client's books, matched to the right entry.

Documentsfiled to the right client

stripe-payout-jul.pdf

Bondi Roasters · matched to Thursday's deposit

BR

receipt-4821.jpg

Harbor & Finch · filed to the card charge

H&

att-invoice-july.pdf

Meridian AI · new bill, queued for approval

MA

One login for the whole team. Invite once. Everyone can open every client, and every access is on the record.

DL

Dana L.

owner

5 of 5 clients
SP

Sam P.

staff

5 of 5 clients
AR

Ana R.

staff

5 of 5 clients
Every books access is recorded, both sides can see who opened what.

Leaving QBOA? Bring the books. Client by client, full history, balances tied out before you trust them.

QuickBooks Online

Full history replay, balances tie out to the penny

Xero

Same one-click import

Spreadsheets

CSV in, clean books out

Your practice, infinitely scaled. Every client receives white-glove service. Every deadline handled. Every document in place. The firm you've always envisioned, finally within reach.

Two minutes to your command center. Bring one client or the whole roster.