Books that stay moving without another bookkeeping email thread.
Connect QuickBooks or Xero, connect bank accounts, review historical transactions, and let the system keep categorization, owner questions, and monthly digests moving.
Built for the repetitive bookkeeping work that blocks clean books.
Connects the source systems
QuickBooks or Xero plus bank and card accounts through Plaid, with connection health watched after go-live.
Reviews before writing
Transactions are grouped for review, with suggested categories, vendor handling, and safe writes after approval.
Asks when it needs help
Juno digests and owner questions keep the system moving without hiding uncertainty inside the books.
The goal is correct from the start, not a paid cleanup surprise.
Business, entity, accounting platform, and owner contact are captured.
QuickBooks or Xero is authorized, then bank and card accounts are linked.
The system identifies existing accounting records, imports bank activity, and avoids duplicates.
The owner reviews uncertain transactions before anything is written into the accounting file.
Connection watchdogs, failed-write checks, and Juno digests keep the workflow visible.
What is included, and what is not.
Included
- Accounting and bank connection
- Historical import/backfill
- Transaction review workflow
- Safe writes and duplicate checks
- Digest and connection monitoring
Not included
- Tax advice or CPA judgment
- Manual advisory work outside the app
- Fixing inaccurate source data without owner review
- Replacing your accountant for year-end decisions
- Open-ended custom finance workflows
Start with the product-led path.
The fastest way to see if this fits is to connect the accounting file and start the onboarding flow.