About

The oldest job in the building, rebuilt as AI.

A bursar kept the ledgers and closed the months. Bursar is that office rebuilt as an AI production engine, running underneath an accounting firm and delivering finished books on the firm’s letterhead.

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What Bursar is.

Four things, and they are the whole of it.

Production, not suggestions

Bursar does not suggest edits for someone at your firm to apply. It codes every transaction nightly, chases the missing documents, proves the accounts against the bank, and hands over a close package. What lands is work product, not a queue.

The firm is the customer

Bursar is sold to CPA firms and bookkeeping practices, never to their clients. Your firm keeps the engagement, the pricing and the relationship; Bursar produces the books underneath it.

Inside your own ledger

QuickBooks Online and Xero, through the accountant access your firm already holds. Nothing migrates and there is no parallel ledger to reconcile against your client’s own file.

A person signs it

A credentialed reviewer verifies and signs off before a close reaches you. The engine does the volume; a licensed person applies the judgment and takes the responsibility.

What we commit to.

These are the promises the rest of the site is built on. Each one is stated the same way everywhere it appears.

On your letterhead

Reports carry your firm’s brand and document requests go out in your firm’s name. Bursar is never named to your client.

Never your training data

Client financials are processed to produce your close and are not used as training data. Stated absolutely because it is meant absolutely.

Late is not an option

A client who never sends the receipt does not move your deadline. The item is parked, named in the open-items memo, and re-asked next cycle. The close still ships.

Honest about what is open

Every close carries a one-page memo of what is outstanding and what a person should decide. A package that hides its loose ends is not finished, it is just quiet.

The professional line

The professional line, and which side of it we sit on.

Bursar is a third-party service provider to your firm, and the profession has rules about that. AICPA ET 1.150.040 requires your firm to tell its client that it may use a service provider before disclosing confidential client information. That obligation sits with your firm, you do not have to name us, and if a client objects Bursar treats the objection as dispositive and refuses disclosure for that client.

Work is done in the United States; where any disclosure outside the US would occur, IRC section 7216 consent is obtained first
Access is scoped per client, and every touch lands on an immutable audit trail
The subprocessor list is available on request
No file is delivered without a credentialed reviewer’s sign-off

Who Bursar is for

WhoFirms of roughly two to twenty staff keeping monthly books for many small-business clients. Licensed. Skeptical of AI claims, and right to be.

ChangesThe same people carry several times the roster, because the hours go to review and advisory instead of production.

UnchangedYour engagement letters, your pricing, your ledger, your client relationship and your signature.

If your firm is larger than that, the engine is the same - talk to us about the roster rather than reading the number as a limit.

Where to start.

The fastest way to judge any of this is to watch a close run on a client of your own. Onboarding is a connection, a rehearsal close on a past month, and roughly five business days.