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Bursar
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Autonomous bookkeeping
for top accounting firms.

The world's top accounting firms trust Bursar with their bookkeeping and monthly close. Connected to QuickBooks, coded nightly, reconciled against statements, checked by a person, and delivered on your letterhead two to three days after month end.

Request a demoSee how a close runs
Sayer & VanceTovar & AssociatesLinden Park CPAsAshford & ColeCalder & Finch CPAsMarwick & BoydHarbor Tax GroupMeridian Bookkeeping
Sayer & VanceTovar & AssociatesLinden Park CPAsAshford & ColeCalder & Finch CPAsMarwick & BoydHarbor Tax GroupMeridian Bookkeeping
Build a frontier accounting firm.
Monthly Closes
Catch-Up Cleanups
1099 Season
Year-End Workpapers
Document Collection
Reconciliations
Monthly Closes
Catch-Up Cleanups
1099 Season
Year-End Workpapers
Document Collection
Reconciliations
See the platform

Purpose-built for accounting firms

Accounting teams cannot keep absorbing manual work. Bursar takes on the long-horizon workflows of the books, so your people start at review.

Bookkeeping, end to end

Runs the books for every client, every night, no matter how messy the data arrives.

AI that shows its work

Every entry carries its reasoning, so your review is a judgment call, not archaeology.

World-class accuracy

Reconciled to independent statements and read by a credentialed CPA before anything ships.

A system that compounds

Corrections teach the engine client by client; the close gets faster every month it runs.

Inside the month

From bank feed to signed close, one continuous flow.

Bank feeds
Chase ···48211,842.60
Savings ···117412,006.40
Card feeds
Amex · Sysco(1,127.85)
Visa · Uline(238.90)
Receipts inbox
uline-jul.pdfreceived
w9-bayview.pdfreceived
Payroll & POS
Gusto run(6,918.33)
Square payout2,015.32
Bursar AI engine
Processing every night, all month
Coded 2,096 transactions to the client's own accounts2:14 am
Requested Uline receipt · sent as Calder & Finch2:15 am
Flagged Restaurant Depot 2,480.00 · reasoning attached2:15 am
Reminder scheduled for client · your cadence2:16 am
0.00
Month end
Every account proven against the statement
AccountStatementLedgerDiff
Checking ···482161,482.1961,482.190.00 ✓
Savings ···117412,006.4012,006.400.00 ✓
Amex ···2007(4,318.92)(4,318.92)0.00 ✓
Square clearing8,750.008,750.000.00 ✓
CPA
Human review
Read by a credentialed CPA before you see it
Jul 14 · Restaurant Depot(2,480.00)
Coded to Small equipment expense: below the client's 2,500 capitalization threshold, consistent with February and April. Flagged because it is within 1% of the threshold.
Reviewer: M. Okafor, CPA · agreed, treatment consistentAPPROVED
Day 2 to 3
Delivered
On your letterhead, two to three days after month end
Signed by your firm. Filed with the workpapers.
CALDER & FINCH CPAs
P&L · Balance sheet
Reconciliations
Close memo
Delivered Aug 2 · Day 2
Nothing waits for month end that can be done tonight.
Your team stops producing books. They start reviewing them.

Connect once. Your team becomes the reviewers.

QuickBooks OnlineXeroGustoRampBill.comPlaidAnywhere your clients keep books

Small firms do not run out of clients. They run out of hours.

Four things change when production stops being something your people have to staff.

The work happens while the office is dark

Coding, chasing and reconciliation run overnight, every night. Your team's hours stop being the ceiling on how much a month can hold.

5 to 10
staff hours per client, per close, back on your side of the desk
OvernightVolume coded
6 pm to 8 amYours at 8 am

January does not grant extensions

A return can be extended. A client's books cannot. Bursar's throughput does not know it is tax season, which is exactly when a firm has none of its own left.

3 to 5
days from month end to a reviewed, signed close
The returnForm 4868 buys six months
The booksNothing extends a close

The cost line stops tracking headcount

A hire is a salary, a laptop and a notice period, priced per person. Bursar is priced per roster, and the rate per client falls as it grows.

40 %
lower production cost than hiring or an outside vendor
A hire, flat per headPer client, falling
One reviewerThe roster
Room for the next two

Winning the client was never the hard part

Starting one was, because starting one meant finding a person first. Growth stops being rationed by who you can hire and how fast you can train them.

3×
the client load one credentialed reviewer can carry

Command the whole practice from one screen

Every client's close, every outstanding document, every item waiting on sign-off. Real-time control of the book, and the detail behind every number one click deep.

OverviewCommand centreAnalyticsBursar AIReview & ship
Every client in the period, with what is done and what is still moving.
Bursar.«
Practice
Overview
Command centre
Bursar AIASK
Clients38
Analytics
ClosesJun
Documents6
Reconciliations
Open items1
Reports
Ask Bursar
Ask anything about your books…
CF
Calder & Finch CPAs
Partner view
June 2026MayAprilQ2
June 2026 close
● On track · 92% delivered
Period closed Jul 1 · 12:00 am
Bursar AI: one item needs a human decision. Pier 9 Seafood has an uncategorized $4,200 wire with no matching vendor.
Review
Clients in close
38
across 3 partners
Delivered
35 / 38
on your letterhead
Awaiting sign-off
2
books complete
Open items
1
needs a decision
Close progress35 of 38 delivered
Reconciliations
143 / 144 · 1 exception
Documents outstanding
6 · auto-nudged
Hours returned
266 this month
ClientClose progressDocsReviewerStatus
Harbor Coffee Co.412/41219/19JPDelivered
Mendez Plumbing LLC188/18811/11MRDelivered
Birch Street Dental240/24023/24JPDelivered
Lakeside Fitness342/35614/14JPIn review
Pier 9 Seafood203/23112/13n/aChasing
Needs your attention · 3
Lakeside Fitness: books complete, waiting on your sign-off. Sign off
Northside Vet Clinic: books complete, waiting on your sign-off. Sign off
Pier 9 Seafood: bank statement outstanding, day 6 (auto-nudged ×2). Nudge
Live activity
Tovar Logistics package delivered to firm · Jul 2, 9:14 am
Birch Street Dental signed off by J. Parker · Jul 2, 9:01 am
Harbor Coffee Co. reconciled, 412 of 412 matched · Jul 2, 8:49 am
Nightly run coded 1,846 transactions across 38 clients · Jul 1, 2:00 am

Built for firms that answer to a license. Consent, disclosure, scoped access and audit trails, handled before the first transaction moves.

Never training data

Your clients' books are used to do your clients' work and nothing else. Not to train models, not shared, not sold.

Section 7216 consent

Written consent obtained before any disclosure outside the US. We provide the language; your firm keeps the record.

Scoped, logged access

Encrypted in transit and at rest. Staff and systems see only the clients they work on. Every access is logged.

SOC 2 in progress

Examination underway. The security overview and subprocessor list are available on request before any data is shared.

Read how client data is handled
Already paying a vendor

Same scope you outsource today, delivered finished, on your letterhead, without the rework.

Turning away clients

Capacity stops being the reason you say no when production stops being yours to staff.

Closing on day eight

When coding and reconciliation happen during the month, the close lands on day two or three.

Unlock Professional Class Accounting for Your Firm
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