Invoice AuditorRead-only books-integrity agent for QuickBooks
A Clean-Books CPA Handoff Packet from Your QuickBooks File
Year-end with the CPA shouldn't feel like handing over a shoebox. A free, read-only AI agent reviews your QuickBooks Online file and exports a defensible packet — every flagged item with its evidence, your review notes and timestamps, and a place to sign — so the CPA accepts it and moves on.
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Where the CPA handoff quietly tests a bookkeeper
The handoff to the CPA is where a good bookkeeper's reputation is quietly tested. If the packet is thin, the CPA re-checks everything, the questions pile up, and the relationship strains. If the packet is complete — every flagged item with its evidence, your review note, a timestamp, a scope statement, and a place to sign — the CPA takes it at face value and moves on. That difference is the relationship. A clean-books handoff isn't about doing more work at year-end; it's about arriving with the trail already in the document.
What the agent reviews before you hand off
Connect QuickBooks Online read-only and the AI agent reviews the file across sixteen checks — surfacing potential duplicate payments, ghost vendors, split bills under an approval line, silent unit-price creep, unused vendor credits, and recurring-charge drift, among others. Each is presented as a flag for your review, never a verdict. You get a 0-100 Books Integrity Score and the specific evidence behind every flag. You work through them, confirm or dismiss each, and the items you keep become the contents of the packet your CPA receives. The agent never touches your books.
The defensible packet, exported in a second register
The same findings export in two registers. One is the client-facing one-pager. The other is the defensible packet — the document a CPA takes at face value. It carries the evidence per item, the review trail showing what you confirmed or dismissed and when, a methodology line for each finding, a scope statement that says exactly what was and wasn't reviewed, and a sign-off line. It is diagnostic and read-only throughout: flags for review with the trail to back them, never an opinion or an assurance. That restraint is precisely what makes it defensible.
A concrete example of a calmer year-end
A bookkeeper ran the agent on a year of bills, walked the flags, and handed the packet straight to their CPA. No re-checking, no back-and-forth — the evidence was already in the document. A flagged $1,250 payment to Northwind Traders carried its two records side by side; an $850 unused credit from the same vendor showed the open balance beside it; a recurring CloudDesk Software charge showed what it was, what it became, and since when. Each item arrived with its review note and timestamp attached, so the CPA could read the reasoning rather than reconstruct it.
Who the clean-books handoff is built for
This is built for the people who own the year-end close — bookkeepers, accounts-payable teams, fractional controllers, QuickBooks ProAdvisors, CPA firms, and nonprofits. Same engine, a different audience served properly: the client gets the plain-language one-pager, the CPA gets the defensible packet. It turns the most stressful week of the year into a handoff where the person receiving the work has no reason to send it back. The agent flags, you confirm, and the packet does the explaining.
Find it in your books
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Start free scan See a sample report →Frequently asked
How do I get clean books ready before handing off to my CPA?
Connect QuickBooks Online read-only and let the AI agent review the file, then work through what it flags before you hand off. It surfaces potential duplicate payments, ghost vendors, split bills, price creep, unused credits, and recurring-charge drift across sixteen checks, each with its evidence. You confirm or dismiss each flag, and the items you keep export as a defensible CPA packet — evidence per item, your review notes, a scope statement, and a sign-off line — so the CPA can accept it without re-checking.
What goes in a QuickBooks CPA handoff packet?
A defensible CPA handoff packet contains every flagged item with the evidence behind it, the review trail showing what you confirmed or dismissed and when, a methodology line per finding, a scope statement, and a sign-off line. The agent exports this as a separate register from the client-facing one-pager — the version a CPA takes at face value. Everything is framed as a flag for review rather than an opinion, which is what keeps the document defensible.
Is it safe to connect a client's QuickBooks before the year-end handoff?
Yes. The agent connects read-only through the official QuickBooks Online authorization, reads the ledger to surface potential issues, and never writes, edits, or deletes anything. We never touch your books — the agent flags, you decide, and you control which items make it into the packet your CPA receives.
Does the agent give an opinion or sign off on the books for me?
No. The agent is diagnostic and read-only — it surfaces flags for your review and assembles the evidence, but it never renders an opinion, an assurance, or a verdict. You're the one who confirms each item, adds your review note, and signs the packet. The sign-off line is there for the human; the agent simply makes sure the trail behind every flag is already in the document.
How long does it take and what does the CPA handoff report cost?
It's free to use, with no credit card required, and results come back in about two minutes. Sign in with Google, connect QuickBooks Online read-only, and the agent reviews the file and surfaces its flags. You walk through them at your own pace, then export the defensible packet for your CPA — or the plain-language one-pager for the client — whenever you're ready.