Four things your books get with Preciseli
It learns how your business runs
Preciseli knows how each vendor is coded and which accounts you use. If your bookkeeper changes, the new one picks up exactly where the last one left off.
How it learns Consistency and qualityThe same 8-point close, every month
No month is signed off until it passes the checklist, and your CPA can follow every step.
See the 8 points Institutional knowledgeYour accounting decisions, kept
Every rule, answer and explanation stays with your company, with who made it, when and why.
What's kept Financial visibilityYour numbers in business terms
A monthly report pack that answers the questions you actually ask, and Aurora for everything else.
See the report packPreciseli learns your business, then keeps your books consistent with it
When you connect your books, Preciseli reads the last 12 months and builds a profile of how your business keeps its books. You or your bookkeeper confirm each item. From then on, every suggested coding follows the profile, and anything that breaks it is flagged.
Who you pay and who pays you
Each vendor and customer, what they're for, and how they're always coded.
How you use your accounts
Which account each kind of spend goes to, and accounts that should stay empty, like Uncategorized.
People to watch
Owners, partners and related parties are flagged everywhere, so personal spending doesn't hide in business expenses.
Open questions
Where your history contradicts itself, Preciseli asks instead of guessing.
When your bookkeeper changes, the new one starts from the profile, not from scratch. Your books are coded the same way in their first month as in the last.
Every month passes the same 8-point close
One click runs the whole checklist. Each finding is fixed, or explained with a reason, before the month can be signed off. The standard doesn't change with the month or with who's doing the books.
Bank and card accounts reconciled
Reconciled to month-end, with nothing left unmatched for weeks.
Receivables and payables tie out
Customer and vendor balances agree with the balance sheet.
Uncategorized and suspense cleared
Nothing parked in "Ask My Accountant" at month-end.
Undeposited funds cleared
Customer payments received but never deposited are found.
No duplicate bills or expenses
The same vendor and amount entered twice, or as both a bill and an expense.
Receipts attached
Expenses above the amount you set have their receipts attached.
Bills checked
Totals that don't add up, new vendors to verify, amounts that jumped, wrong dates.
Changes explained
Big moves from last month, unusual spend and missing monthly bills, each explained.
Books your CPA can follow
At year end your CPA doesn't have to reconstruct what happened. Every month comes with its own record.
- Every finding and how it was settled: fixed, or waived with a written reason.
- Who signed off and when, with an optional second review by you or your controller.
- A snapshot of the month at sign-off. Reopening a month needs a reason, and it's recorded.
- A log nobody can edit of every change: who suggested it, who approved it, and what was posted.
- Oct 2, 2026Preciseli asked: coded to 3 different accounts last year. Which one should it be?
- Oct 3, 2026Dana Whitfield answered: Office Supplies, unless one purchase is over $2,500. Then it's Equipment.
- Oct 3, 2026Rule created from that answer, and lockedVersion 1 · applies to bills and card charges
- Nov 4, 2026October close: a $3,180 printer coded to Equipment by the ruleReviewed and signed off by the new bookkeeper
Your accounting decisions belong to your company
In most small businesses, why things are booked the way they are lives in one person's head. Preciseli writes it down as you go, and keeps it.
- Every rule, with who set it, when, and each version since.
- Every answered question, so nobody has to ask it again.
- Every month-end explanation, for each finding that was waived and each change that was explained.
- Notes on how your business works, in your own words.
Change bookkeepers, accountants or CPA firms and the knowledge stays. It's yours, not theirs.
A report pack that answers business questions
Each closed month comes with a report pack. Every report answers a question you'd actually ask.
Gross margin fell from 42.0% in August to 37.5% in September, while sales rose to $184,200. The biggest causes:
- Freight on two Lakeside Builders orders, $6,400 more than usual.
- A $3,100 discount on invoice 1187.
- More installation work, which carries a lower margin than product sales.
Nothing changes your books without you
You approve every change
Suggestions wait in an approvals inbox for you or your bookkeeper. Nothing is posted until someone approves it.
Private and secure
Sign-in needs a password and an authenticator app. Your data is kept apart from every other customer's.
Keep your accounting system
Preciseli works on top of QuickBooks Online or Zoho Books. Your books stay where they are.
From sign-up to your first checked month
Connect your books
Sign in to QuickBooks Online or Zoho Books from Preciseli.
Preciseli learns your business
It reads 13 months of history and drafts your client profile.
Confirm your profile
Accept, edit or reject each item, and answer the open questions.
Close your first month
Run the 8-point checklist, settle what it finds, sign off and get your report pack.
Start with Preciseli. Add a bookkeeper if you need one.
Prices per company, per month, in USD.
Preciseli
- Client profile learned from your history
- 8-point month-end close with sign-off
- Your accounting decisions, kept with your company
- Monthly report pack and Ask Aurora
- Approval on every change to your books
Preciseli + dedicated bookkeeper
A named bookkeeper runs your books on Preciseli every month. Everything in Preciseli is included.
| Annual revenue | Per month |
|---|---|
| Under $1M | $1,000 |
| $1M to $5M | $1,500 |
| $5M to $10M | $3,000 |
| $10M to $15M | $5,000 |
Cleanup or catch-up
Books behind or messy? We bring them up to date, then you carry on with either plan.
Add a fractional CFO
Forecasting, planning and reporting for your lender or board, on top of the bookkeeper plan.
Before you sign up
Do I have to leave QuickBooks?
No. Preciseli works on top of QuickBooks Online or Zoho Books. Your books stay where they are, and you can keep using them as you do today.
What happens when my bookkeeper leaves?
Nothing is lost. The profile, the rules, the answered questions and every month-end explanation stay with your company. The next bookkeeper sees all of it, including who decided what.
I already have a bookkeeper or a CPA. Do I still need this?
Keep them. On the $200 plan your own bookkeeper works in Preciseli, and your CPA gets books that passed the same checklist every month. Choose the bookkeeper plan only if you need someone to do the work.
Will Preciseli change my books on its own?
No. Every change waits for your approval, or your bookkeeper's, and the record shows who approved it.
My books are a few months behind. Can I still start?
Yes. Start with a cleanup project to bring them up to date, then move to a monthly plan.
How is my data protected?
Sign-in needs a password and an authenticator app. Your data is kept apart from every other customer's, connections to your accounting system are encrypted, and every change is logged.
Automate the routine. Stay in control. Focus on what matters.
See what Preciseli learns about your business
Early access is open to a small group of US businesses on QuickBooks Online or Zoho Books. Tell us a little about your company and we'll set you up.