For accounting & bookkeeping practices

Take on more clients without adding more document-processing work.

FigureIQ turns client invoices, receipts, and statements into validated, categorized QuickBooks Online entries - so your team can spend less time on manual data entry and routine checks.

Start with 100 free pages

No credit card required · 100 free pages never expire

See how it works
FigureIQ document workspace showing an invoice beside its validated, structured accounting data and QuickBooks publishing controls.
99%+benchmarked pipeline accuracy*
Unlimitedclients & team members
QBO + Google Driveconnected workflow
1 page = 1 creditsimple, predictable billing
*See benchmark methodology

Protect your team’s capacity

Grow the book of business - not the busywork behind it.

As client volume grows, routine document entry and checking can quietly consume the capacity you meant to use for higher-value work. FigureIQ is designed to absorb more of that repetitive workload before it reaches your senior staff.

01

Handle more document volume with the team you already have.

Grow document volume without increasing the manual data-entry burden.

02

Spend fewer staff minutes on routine client documents.

Reduce avoidable manual checks and protect engagement margins.

03

Send judgment calls - not every field - to reviewers.

AI Judge and accounting consistency checks direct attention to the items that need it.

04

Give every client the same clean workflow.

Keep each client’s workspace and QBO context separate.

Grow volume. Keep the team focused.

01 · Incoming workClient volume
Growing
PPearlstead Dental LLCClient documents
KKettlewick Coffee Co.Client documents
SSprigstone LandscapingClient documents
NNookvale StudioClient documents
+More clientsSame clean intake
02 · Processing layerFigureIQ
  1. Extract
  2. Categorize
  3. Validate
Review-ready output
03 · Human judgmentBookkeeping team
Stable
Focused reviewJudgment where it matters
More client volume does not have to create the same growth in manual work.

More capacity, same team

More client volume does not have to create the same growth in manual work.

A complete client workflow

From client document to QBO entry.

One repeatable workflow for each client: bring in the document, extract the accounting data, let AI check the result and categorize it using QuickBooks context, review if needed, and publish.

  1. Client Workspace
  2. Google Drive / Upload
  3. Extract + Categorize + Validate
  4. Review (Optional)
  5. QuickBooks Online
Start with 100 free pages

Try it on real client documents · No credit card required

Page-based pricing

Pricing that stays simple as your firm grows.

Pay for pages - not clients, users, line items, or document types.

1 page = 1 credit

Unlimited clientsUnlimited team membersUnlimited line items per documentNo special bank-statement quotaEvery processed page = 1 credit

Bronze

$150/ month

1,000 pages / month

  • Monthly subscription
  • Subscription pages expire at the end of the billing cycle

Rolling monthly · No long-term contract

Silver

$340/ month

2,500 pages / month

  • Monthly subscription
  • Subscription pages expire at the end of the billing cycle

Rolling monthly · No long-term contract

Gold

$650/ month

5,000 pages / month

  • Monthly subscription
  • Subscription pages expire at the end of the billing cycle

Rolling monthly · No long-term contract

Top-up

500 extra pages · $95

Buy as many blocks as needed

Top-up pages never expire

Annual billing available · Save 10% with 12-month prepayment

See full pricing & billing details →

AI extraction check

Accuracy that comes from checking the work twice.

FigureIQ combines extraction with a separate AI Judge and document-quality classifier, producing 99%+ benchmarked pipeline accuracy.

See benchmark methodology

Page-quality classification before processing

Page arrives
Classification stepQuality classifier
  1. Clear
    Process normally
  2. Rotated
    Correct process
  3. Noisy
    Warn process
  4. Blank
    SkipNot charged
  5. Non-informative
    SkipNot charged

Protect every credit. Do not spend credits on pages that contain nothing useful.

Useful pages only
Before extraction

Do not spend credits on pages that contain nothing useful.

Blank and Non-informative pages are skipped and not charged. Rotated pages are corrected; Noisy pages carry a visible warning.

99%+benchmarked pipeline accuracy

Benchmark evidence

99%+ benchmarked pipeline accuracy

Benchmarked on public and proprietary datasets using a defined methodology.

Read benchmark methodology

Source verification

Your team can see where the answer came from - and why.

FigureIQ is designed for fast human verification. Reviewers can trace extracted values to the source document, inspect human-readable AI explanations, and resolve accounting inconsistencies before anything is published.

Review faster

01

Hover over any value

See exactly where it came from on the source page.

02

Inspect the interpretation

Read a concise, human-readable AI decision explanation.

03

Check the category

See the QBO context behind a suggested expense category.

04

Catch consistency issues

Identify tax inconsistencies and mismatches between line-item totals and the document total before publishing to QuickBooks.

Accounting consistency check

Needs review

Total does not match item-level detail

Expected
$18.40
Extracted total
$19.40
Resolvedafter the reviewer corrects the total

Catch accounting inconsistencies before they reach QuickBooks.

Start with 100 free pages

See how your own documents behave - no credit card required

Practice-wide workflow

One operating model across every client.

Keep client context separate, give team members the right access, and add approval controls only where your firm needs them.

Client workspace architecture

Firm account

Cedarfolio Bookkeeping

One plan for the whole practice
Client workspace · 01

Pearlstead Dental LLC

  • Client-scoped DocuVault
  • Assigned team
Client context isolated
QuickBooks OnlinePearlstead Dental company file
Client workspace · 02

Kettlewick Coffee Co.

  • Client-scoped DocuVault
  • Assigned team
Client context isolated
QuickBooks OnlineKettlewick Coffee company file
Client workspace · 03

Sprigstone Landscaping

  • Client-scoped DocuVault
  • Assigned team
Client context isolated
QuickBooks OnlineSprigstone Landscaping company file
Add clients without adding a new software pricing tier.

Add clients without adding a new software pricing tier.

01

Client-specific workspaces

Keep documents, accounting context, QBO connections, and secure folders scoped to the correct client.

02

Two-way QuickBooks Online integration

Pull expense accounts for categorization context, then publish validated transactions back to the correct client’s QBO account.

03

Optional approval before publishing

Admins can enable this workflow so users can submit extracted data for approval. Only authorized approvers can approve it before publishing.

04

Identity and access management (IAM)

Manage users, roles, and permissions as the practice grows.

05

Additional QBO attachments

After publishing, attach related memos, purchase orders, or other supporting documents so they remain visible in FigureIQ and QBO.

Powerful enough for a growing practice. Simple enough to feel obvious on day one.

No templates to build and no rules for staff to memorize. FigureIQ adapts to varied document layouts, so your team can process documents as they arrive.

Security + operational controls

Built for professional accounting work.

FigureIQ provides the controls, storage, support, privacy practices, and long-term retention expected from a commercial-grade accounting automation platform.

Identity & access management (IAM)

Users, roles, and permissions for your practice.

Client-scoped DocuVault

Secure document storage for each client, with flexible folder structures.

7-year minimum retention

Guaranteed data retention period of at least 7 years.

Privacy & cybersecurity

CCPA compliance and robust data-security/cybersecurity measures.

In-app support

Enterprise-grade ticketing built directly into the product.

Optional approval workflow

Users can submit work for approval before publishing. Only authorized approvers can approve it.

Read the FigureIQ security summary

Cedarfolio Bookkeeping

Client-scoped DocuVault

Optional utility
Firm workspace

Client folders

3 clients
  • Pearlstead Dental LLCSelected
  • Kettlewick Coffee Co.
  • Sprigstone Landscaping

Each client stays separate

Pearlstead Dental LLC

Example folder structure

Scoped to this client
HomeClient root
Accounts Payable (AP)
2026
Aug
INVOICE-1048.pdf
INVOICE-1092.png
RECEIPT-9826.jpg
...
...

Optional document storage

Organize files your way.

Create any folder structure that fits each client’s workflow - or keep using your existing document storage.

FAQ

Questions practice owners ask before getting started.

Do I need a credit card to start?

No. You can create a Free Plan account without providing a credit card. The account includes 100 free pages, and those free pages do not expire.

Do I have to move all my clients at once?

No. Start with one client or a small set of documents. FigureIQ is designed so you can evaluate it alongside your current workflow before deciding how broadly to adopt it.

How does pricing change when I add clients or staff?

It does not. FigureIQ does not impose a client limit or team-size limit. Billing is based on processed pages.

Are detailed line items charged separately?

No. FigureIQ extracts line items for invoices, receipts, and statements without a separate line-item quota or premium credit rule.

Do bank statements consume a different type of credit?

No. One processed page is one credit regardless of document type.

What happens to blank pages?

Blank and non-informative pages are identified before extraction, skipped, and not charged.

What if a document is rotated or poor quality?

Rotated pages are corrected before processing. Noisy pages are processed with a warning so the reviewer knows extraction quality may be affected.

What if the AI is wrong?

FigureIQ uses a separate AI Judge and accounting consistency checks to flag potential issues. Reviewers can inspect the source of extracted values and correct issues before publishing.

How does QuickBooks Online integration work?

Each client workspace can connect to its own QBO account. FigureIQ pulls expense accounts to support categorization and publishes validated transactions back to the correct client account.

What if the client’s QBO setup does not support multiple currencies?

FigureIQ can convert transaction amounts into the client’s currency using the historical exchange rate for the transaction date when required.

Can I upload supporting documents to QuickBooks?

Yes. After publishing an invoice or receipt to QBO, users can add additional attachments such as memos or purchase orders. Those attachments can appear in both QBO and FigureIQ.

Can FigureIQ replace our existing document-processing workflow?

FigureIQ is focused on accounting-document capture, extraction, categorization, validation, review, storage, and QBO publishing. It does not currently include expense management/reimbursements, mileage, supplier-statement reconciliation, duplicate-document detection, email/mobile capture, or bank-statement reconciliation. If your firm relies heavily on those workflows, you may choose to keep another tool for them while using FigureIQ where it fits best.

What document-capture methods are available?

Direct upload and Google Drive are available today. Email-in and mobile capture are planned.

How secure is client information?

FigureIQ provides client-scoped access controls, IAM, long-term retention, CCPA compliance, and robust data-security/cybersecurity measures. Read the dedicated security summary for further detail.

Read the security summary →
What happens to subscription and top-up pages?

Pages included in Bronze, Silver, and Gold subscriptions expire at the end of each monthly billing cycle. Free pages and purchased top-up pages do not expire.

Is DocuVault required?

No. DocuVault is an optional utility that provides secure document storage for each client, with flexible folder structures.

A safe first test

Before you hire for more document work, try automating 100 pages of it.

Bring a real mix of invoices, receipts, or statements. See extraction, AI Judge, human verification, and the QuickBooks workflow in action.

Start with 100 free pages

No credit card required · Free pages never expire