Solutions That Will Help Your Business

Predict Cash Flow

Get rolling 13-week forecasts and early warnings so you never face unexpected shortfalls.

Anomaly Detection & Alerts

AI scans your data for outliers and flags irregular expenses before they become issues.

Automated Bookkeeping

Sync QuickBooks & Xero in seconds. Auto-categorize transactions and reconcile bank feeds without lifting a finger.

Bank-level encryption and SOC-2-grade infrastructure ensure your clients’ financial data remains protected.

Enhance Security & Compliance

Connect in Minutes

Securely link QuickBooks or Xero—no CSV exports, no IT headaches

How We Can Help You

Automate & Analyze

EvellereAI automatically categorizes transactions, reconciles bank feeds, and generates intelligent cash-flow forecasts and anomaly alerts.

Receive a concise dashboard and PDF report with insights—and guide clients confidently.

Review & Act

Our Core Services

Automate financial processes with our cutting-edge AI-driven bookkeeping and advisory services tailored for accounting firms.

Monthly Reporting & AI Commentary

Branded P&L and Balance Sheet reports with AI-generated executive summaries.

Audit charts of accounts, optimize bank feeds, and start with a clean slate.

Rolling 13-week projections and real-time alerts to catch outliers before they bite.

Cash-Flow Forecasting & Anomaly Detection

Security & Compliance You Can Rely On

Your clients’ data is protected with end-to-end AES-256 encryption in transit and at rest. Built on AWS’s SOC-2 and ISO 27001-certified infrastructure, EvellereAI keeps audit logs, enforces OAuth 2.0 for QuickBooks/Xero, and undergoes regular vulnerability testing.

EvellereAI (Coming Soon)

EvellereAI is our in-development platform that will revolutionize how accounting firms manage their workflows. By seamlessly integrating with QuickBooks and Xero, it will automate transaction imports, intelligent categorization, and bank reconciliations—so your team can focus on advising clients, not data entry. Built-in AI will generate rolling 13-week cash-flow forecasts and flag anomalies before they disrupt operations, giving you proactive insight into your firm’s financial health. Stay tuned for EvellereAI—coming soon to streamline your bookkeeping and elevate your advisory services.

Digital Marketing for Accounting Firms

EvellereMedia creates websites and content tailored to attract your ideal clients—small businesses, e-commerce shops, and startups seeking proactive financial guidance. We optimize your Google My Business profile and embed location-specific keywords so local prospects find you first. Through targeted LinkedIn articles and Sponsored InMail—like “How AI Is Transforming Small Business Accounting”—we position your firm as a trusted advisor. Additionally, our free webinars (e.g., “Cash-Flow Forecasting for Startups”) and referral-driven email sequences keep qualified leads engaged until they’re ready to convert.