More capacity per reviewer
Automate routine extraction and checks so senior staff can focus on judgment calls.
For CAS & bookkeeping teams
Grow your client capacity, not your document-processing workload.
FigureIQ turns client invoices, receipts, and statements into validated, categorized QuickBooks Online entries - so your team spends less time on manual data entry and routine checks.
Start with 100 free pages
See the workflow100 free pages. They never expire. No credit card required.
99%+benchmarked pipeline accuracy*Benchmark methodology
Unlimitedclients & team members
QBO + Google Driveconnected workflow
1 page = 1 creditregardless of document type
Reduce review workload
Give your team back its review time.
Your senior staff should be reviewing judgment calls and exceptions - not reopening every document to verify routine fields or doing avoidable data-entry work.
A more consistent client workflow
Give each client a dedicated workspace and QBO connection so documents and accounting context stay organized in one place.
Less software friction
No templates or special rules for line-item-heavy invoices and bank-statement pages. A workflow that feels obvious from day one.
Client documents to QBO
One calm workflow across every client.
Keep each client’s documents, accounting context, and QuickBooks connection separate - while your team follows the same simple process every time.
- 01
Client Workspace
- 02
Google Drive / Upload
- 03
Extract + Categorize + Validate
- 04
Review (Optional)
- 05
Publish to QBO
Pull vendors, customers, tax codes and expense accounts from each client's QBO.
Extract detailed line items without a separate line-item quota.
Add supporting attachments after publishing to QBO.
Start with 100 free pages
Try the workflow on the client documents your team already handles. No credit card required.
A second check, built in
99%+ benchmarked accuracy* - because extraction is not the last step.
FigureIQ combines document extraction with a separate AI Judge and a page-quality classifier, so the system checks the work before your team does.
View benchmark methodologyAI Judge
A separate AI pass reviews extracted results before they move downstream.
Page-quality classifier
Clear pages flow through. Rotated pages are corrected. Noisy pages are processed with a warning.
No wasted credits on blank pages
Blank and non-informative pages are filtered out before processing and are not charged.
*The 99%+ figure refers to the benchmarked extraction + AI Judge pipeline. The exact benchmark set and scoring method are documented separately in the benchmark methodology.
Source verification
Trust is easier when your reviewers can see the evidence.
Verify where a value came from, understand why the AI made a decision, and catch accounting inconsistencies without reopening the document in another tool.
Text spotting
Hover over a field and see the exact region of the source page it came from.
AI decision explanations
Give reviewers a concise rationale for extraction and expense-categorization decisions.
Accounting consistency checks
Flag issues such as tax or total inconsistencies before the transaction is published.
Start with 100 free pages
Put your own difficult documents through it. No credit card required.
Practice-wide workflow
Built for the way a CAS team is actually organized.
Separate client contexts, role-based permissions, an optional approval workflow, and long-term document storage give your practice one consistent operating model across all client engagements.
Client-specific workspaces
Keep each client’s documents, QBO connection, and secure storage scoped to that client.
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.
IAM and permissions
Manage users, roles, and permissions centrally as the practice grows.
DocuVault
Store accounting documents in secure folders with whatever folder structure fits your internal process.
Multiple QBO accounts - one per client
Historical FX conversion when the client’s QBO setup requires it
Additional supporting attachments synchronized after QBO publication
Built-in support ticketing
Page-based pricing
Pricing that gets simpler as your practice grows.
Pay for pages - not clients, users, line items, or document types. One processed page is one credit.
Pricing at a glance
1 page = 1 credit
No client-count restriction
No team-size restriction
No line-item restriction
No separate bank-statement restriction
Free
$0
100 pages
- Free pages never expire.
- No credit card required.
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
Need more this month?
Add 500 pages for $95. Buy as many blocks as needed. Top-up pages never expire.
Start with 100 free pages
No need to choose a paid plan before you see how FigureIQ handles your documents. No credit card required.
Annual billing available · Save 10% with 12-month prepayment
See full pricing & billing details →Security + operational controls
Ready for the demands of client work.
FigureIQ is built with the access controls, client separation, retention, support, privacy, and security practices expected of professional accounting software.
Role-based access
Identity and access management (IAM) for users, roles, and permissions.
Client-scoped data
Workspaces and secure DocuVault folders are client-specific.
Privacy compliance
CCPA and applicable privacy-law commitments.
Long-term retention
Minimum 7-year guaranteed data-retention period, subject to formal policy/terms.
Built-in support
Enterprise-grade ticketing inside the application.
Cybersecurity controls
Robust cybersecurity measures for professional accounting workflows.
Questions, answered
Questions CAS and bookkeeping leaders ask.
What kinds of documents can FigureIQ process?
Invoices, receipts, bank-statement pages, and other accounting documents in varied layouts. FigureIQ extracts detailed line items without a separate line-item quota.
Does FigureIQ connect to QuickBooks Online?
Yes. Each client can have its own QBO connection. FigureIQ pulls vendors, customers, tax codes and expense accounts, and publishes processed transactions back to the correct client account.
Can our firm manage multiple clients in one FigureIQ account?
Yes. FigureIQ provides client-specific workspaces and client-scoped DocuVault storage.
Does pricing change based on the number of clients or team members?
No. Pricing is page-based rather than client-count or team-size based.
Are line items or bank statements charged differently?
No. One processed page is one credit. There is no separate line-item or bank-statement restriction.
What happens to blank or low-quality pages?
Blank and non-informative pages are filtered before processing and are not charged. Noisy pages are processed with a warning, and rotated pages are corrected before extraction.
Does FigureIQ support an optional approval workflow before publishing?
Yes. Admins can enable this workflow so users can submit extracted data for approval. Only authorized approvers can approve it before publishing.
How can reviewers verify an extracted value?
Text spotting shows exactly where each extracted field appears on the source page. AI decision explanations provide concise context for extraction and expense-categorization decisions.
What document-capture methods are available?
Direct upload and Google Drive are currently supported. Email-in and mobile capture are planned but not yet available.
How do the 100 free pages and paid pages expire?
The 100 Free Plan pages do not expire. Bronze/Silver/Gold monthly page allocations expire at the end of each billing period. Top-up pages never expire.
How long are documents retained?
FigureIQ guarantees a minimum 7-year data-retention period, subject to the formal policy/terms.
View policy and terms →A practical first step
Put FigureIQ on 100 real client pages.
The fastest way to know whether it fits your practice is to run the invoices, receipts, and statements your team already handles - and judge the results for yourself.
Start with 100 free pagesYour 100 free pages never expire. No credit card required.