For bookkeepers & accountants
Supercharge your practice.Stay ahead of the AI curve.
Steward categorizes, reconciles, and drafts the monthly close for your whole book of clients — automatically. You review the exceptions and sign off. Take on more clients, hand back hours every month, and stay the trusted advisor your clients already rely on.
Built for solo practitioners and firms. Works alongside your existing QuickBooks and Xero workflow — no rip-and-replace.
How it works
Three steps. Your whole book, closed faster.
- 01Add a client
Connect a client's QuickBooks (or Xero) and bank feed. Five minutes per client, once. Onboard your whole book at your own pace.
- 02Steward does the work
Each month Steward categorizes transactions, matches receipts, reconciles the bank accounts, and drafts the close — across every client at once.
- 03You review & sign off
You get the exceptions, not the busywork. Review what Steward flagged, approve the close, and deliver a clean P&L with your name on it.
Pricing
Pricing that scales with each client.
You pay per client you run through Steward, sized to each client's books — so every client you add is margin, not overtime. Your exact plan per client is set during setup. Running a firm or a big book? Let's build a volume plan.
- ·1 bank account
- ·1 sales channel
- ·Monthly close + P&L
- ·Multiple bank accounts
- ·Multiple sales channels
- ·Monthly close + AR aging + cash-flow
- ·Multi-entity consolidation
- ·Receipt capture pipeline
- ·Quarterly review call
Multi-entity, payroll integration, and sales-tax filing as add-ons. Firm and multi-seat plans, plus industry-specific needs, are quoted during onboarding.
Industries
Whatever your clients do, Steward keeps up.
The fundamentals are the same everywhere — categorize, reconcile, close. Steward tunes the chart of accounts and the tax calendar to each client's industry, then runs the same disciplined monthly close across your entire book.
Consultants, agencies, law firms, and design studios on your roster.
HVAC, electrical, plumbing, landscaping, and contractor clients.
Shopify, Square, and Stripe sales reconciled to QBO automatically.
POS sales, tips, vendor bills, and food-cost tracking handled.
Job costing, draws, and multi-property books across clients.
Practice billing, payroll, and vendor management, done fast.
About
Your AI co-pilot, not your replacement.
Steward is built for bookkeepers and accountants. It connects to each client's accounting software, bank, and sales platforms with read-only access, then handles the categorization, reconciliation, and receipt capture that used to consume your week — across every client at once.
You stay in control. Steward drafts the close and surfaces the exceptions; you review, sign off, and deliver a clean P&L and balance sheet under your own name. The grunt work is automated. The judgment stays yours.
AI is coming for the busywork either way. Steward is the tool that puts it on your side — so you take on more clients, hand back hours every month, and spend that time on the advisory relationship only a human can own.
Add your first client.
See Steward run a real close on one of your own books. Tell us a little about your practice and we'll set you up — book a demo or dive straight in. No call required unless you want one.