For accounting & bookkeeping firms

AlphaI⁺ for accounting and bookkeeping firms

Client portals, retainer hours, and branded invoicing for the client-facing side of your accounting or bookkeeping practice.

If you bill clients a monthly retainer for bookkeeping, payroll, or year-end work - or a mix of retainer and hourly advisory - AlphaI+ is the back office that ties the engagement, the hours, and the invoice together. It is not accounting software, a general ledger, or a tax-prep tool: it works alongside QuickBooks, Xero, or whatever you already use for the books. It is where you manage client requests, track retainer hours, and get paid, without the cost or setup of a full practice-management suite.

What slows accounting and bookkeeping teams down

-Bookkeeping, payroll, and year-end work for each client lives across email, spreadsheets, and a separate invoicing tool that none of them talk to.

-Monthly retainer hours are tracked by memory or a spreadsheet, so scope creep on a fixed-fee bookkeeping package quietly goes unbilled.

-Clients constantly email asking whether a document was received or what a request is waiting on.

-Recurring monthly retainer invoices get raised by hand, one client at a time, every single month.

-Clients span provinces or countries with different GST, HST, or VAT treatment, so tax rates have to be recalculated manually each time.

How AlphaI⁺ fits your workflow

A branded portal for every client

Each client gets a self-service workspace with your firm branding. They submit requests, upload what you need, and check their hours and invoices without another email thread. Unlimited client users on every plan.

Retainer hours that draw down automatically

Set a monthly hour pool for a bookkeeping or payroll retainer. The balance decreases as work is logged, with alerts before you over-deliver, so a flat-fee package stays profitable.

Recurring monthly billing on autopilot

Retainer and package fees generate a branded invoice each month automatically. Set it once per client and stop rebuilding the same invoice by hand every billing cycle.

Timesheets for hourly and advisory work

Year-end cleanup, advisory calls, and one-off engagements can be itemised by day and turned straight into an invoice, so hourly work is captured accurately instead of estimated at month-end.

A tax rate per client

Each client carries its own tax rate - GST, HST, VAT, or your own label - and it is applied automatically when that client's invoices generate, so a mixed roster of provinces or countries does not mean manual tax math every month.

Monthly client brief, written for you

Built-in AI drafts a plain-language monthly summary of what you delivered and billed for each client, so status updates take minutes instead of an afternoon of writing.

The features accounting and bookkeeping teams use most

Per-client branded self-service portal with unlimited client users

Retainer hour pools with balance draw-down and over-delivery alerts

A tax rate per client, applied automatically at invoice generation

Recurring monthly billing for retainer and package fees

Fixed-price rate cards for flat-fee engagements

Per-active-client pricing - adding bookkeepers or staff does not raise the bill

Where most accounting and bookkeeping teams start

$199/mo

Growth · 30 active clients · 8 staff seats

Bookkeeping and accounting practices tend to run more clients than other service firms, so most land on Growth. Smaller practices can start on Starter ($79/mo, 10 clients) or Solo ($19/mo). Every tier ships the full product, including all AI features.

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Common questions

Does AlphaI+ replace QuickBooks or Xero?

No. It is not a general ledger, accounting, or tax-prep tool. It works alongside whatever you already use for the books - AlphaI+ handles client requests, retainer hours, and invoicing on top of it.

Does it replace Karbon, TaxDome, or Ignition?

No. Those are tax-workflow and document/engagement-letter tools, and AlphaI+ does not do that job. It is specifically the retainer-billing and client-portal back office - many firms run it alongside a practice-management tool for the technical work.

Can each client have a different tax rate?

Yes. Every client carries its own tax rate - GST, HST, VAT, or a custom label - and it is applied automatically when that client's invoices generate.

Can I bill a flat monthly bookkeeping or payroll retainer?

Yes. Recurring requests generate a branded invoice each month automatically, and a fixed-price rate card bills a flat package amount with no hourly calculation.

We bill some clients hourly and others on retainer. Does that work?

Yes. Retainer hour pools handle the flat-fee packages, and timesheets handle hourly advisory or cleanup work - both flow into the same invoice and portal per client.

Do I pay per staff member or bookkeeper?

No. Pricing is per active client, not per seat. Adding bookkeepers or admin staff up to your tier limit does not increase your bill.

The bottom line

AlphaI+ is not accounting software, and it will not replace QuickBooks, Xero, or a dedicated practice-management tool like Karbon or TaxDome. What it does is sit on top of the books: a branded portal your clients actually use, retainer hours for the bookkeeping and payroll packages you bill flat, timesheets for the work you bill hourly, a tax rate that applies itself per client, and automatic recurring invoicing - all at per-client pricing that starts at $19/mo. Set up in ten minutes, keep every client engagement in one place, and stop rebuilding the same invoice by hand every month.

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AlphaI+ for accounting and bookkeeping firms