Maple’s January checklist is set.
Bank reconciliation, payroll, and close review assigned.
Accountant by trade. By necessity: Deadline keeper.
On principal, you shouldn’t chase missing documents. Fiona collects missing records, reconciles accounts, and prepares books with supporting records for your team to review.
Example client workJanuary’s books, ready for your review.Missing records collected. Two corrections prepared with sources for your approval.
Your tools. Connected by Fiona.
QuickBooks Online
Xero
Microsoft Outlook
Gmail
Google Drive
ShareFile
SafeSend
Docusign
Ignition
BILL
CPACharge
Gusto
UltraTax CS
Lacerte
CCH Axcess
HubSpot
Salesforce
Every client’s books. Your firm’s way.
↓ SCROLL TO FOLLOW THE WORK
Follow Maple LLC, an example client, through its January books: gather missing records, reconcile accounts, and prepare corrections for your approval.
One practice. The whole picture.
Know the client.
See the whole engagement.
The books, the business, and the people behind it, all connected to one client record. Give your team the context to pick up the work.
CONNECTIONS
QuickBooks Online, Xero, and Fiona
Every answer.
Connected to the work.
Fiona connects statements, documents, and client replies to the work they belong to, so the next person doesn’t have to search the inbox again.
CONNECTIONS
Outlook, Gmail, Google Drive, ShareFile, and Fiona
Know what’s agreed.
Catch what’s changed.
Fiona prepares engagement letters from your services and fees, follows up on signatures, and flags requests that fall outside the agreed scope.
CONNECTIONS
Ignition, DocuSign, SafeSend, and Fiona
Work prepared.
Ready for review.
Supporting evidence, discrepancies, proposed adjustments, and tax questions brought to you for review.
CONNECTIONS
UltraTax CS, Lacerte, CCH Axcess, and Fiona
See what’s waiting.
Know who’s next.
An invoice to chase. A payroll item to approve. Fiona follows up with the right person. Payments and payroll stay in your existing systems.
CONNECTIONS
BILL, CPACharge, Gusto, and Fiona
Start the relationship.
Keep the context.
Fiona carries the relationship, agreed work, and next steps into onboarding, so your team knows what’s ready and what’s missing.
CONNECTIONS
HubSpot, Salesforce, and Fiona
Good questions. Straight answers.
How does Fiona help firms manage bookkeeping across clients?
We’re building Fiona as an AI accounting associate for firms managing monthly books across clients. Fiona collects missing records, reconciles accounts, and prepares books with supporting records for your team to review. Client follow-ups, deadlines, and handoffs stay connected to that work.
Does every client have to follow the same process?
No. Fiona is being designed around your firm’s way of working, with each client’s own requirements, deadlines, and review steps. A consistent process, without forcing every client into the same checklist.
Does Fiona do the bookkeeping, or just track it?
Fiona is being built to gather missing records, investigate differences, prepare reconciliations, and propose adjustments. Your team can check the work and supporting records before approving changes.
Do we have to replace our existing tools?
That’s not the plan. Fiona is being built to work with your accounting, email, and document systems. The tools shown here illustrate that direction, not a list of live integrations.
What stays under our control?
You set what Fiona can do and what needs review. Routine work follows your permissions, missing evidence prompts a question, and changes needing review wait for approval. Fiona also waits for an accountant’s approval before resolving a client question.
Make room
for Fiona.
