How it works
Three steps. One signature on every output.
Vouchwise is an AI-native accounting practice. Agents do the volume of bookkeeping continuously; a licensed CPA reviews and signs every deliverable before it goes out. Here is what each step produces — and what to expect at each one.
- Step 01Setup
Intake
Start with a short intake. Connect your banks, Stripe or Shopify, payroll provider, and the last three months of statements. The agents read every source once, then listen for new activity day and night — no monthly cleanup sprint to gather what your stack already knows.
Start an intake →Deliverable
Connected accounts · intake batch ready for review
- Step 02Autonomous
Daily agent work
Once sources are connected, the agent fleet runs continuously. Categorization, reconciliation, payroll, 1099 and W-2 prep, and the quarterly tax projection are all running in the background between sign-offs — not waiting for a quarterly close cycle to start.
- Bank & card reconciliation
- Expense categorization with rule memory
- Payroll runs & journal entries
- 1099-NEC, 1099-K, W-2 preparation
- Quarterly tax projection
Open an intake →Deliverable
Continuous close · W-2 packets · quarterly tax projection ready
- Step 03Human review
Named CPA review & sign-off
A licensed CPA on the Vouchwise practice reviews every finished deliverable, confirms the consequential decisions with you, and signs before anything is filed. The agents do the volume. The CPA carries the signature — and that signature is yours to verify on every return and report.
Talk to a CPA →Deliverable
Every return · every report, CPA-signed before it leaves the practice
Start
Talk to a CPA · start an intake.
One fee, one named CPA, every deliverable signed before it leaves the practice. Send a short note or open the intake and the practice will reply the same business day.