Add clients
Every company is its own dashboard, desk, and QuickBooks file.
Sign in as the fractional CFO. Add the companies you serve. Ask the desk to close AP and AR — Accountr sends that work to the right specialists for that client only.
Client
XYZ Construction
Cash
$184k
Open AR
$61k
Open AP
$28k
Add clients
Every company is its own dashboard, desk, and QuickBooks file.
Ask once
“Close AP and AR for May” goes to the AP agent and the AR agent together.
They remember
Each specialist keeps a playbook and gets sharper every close.