Bookkeeping shouldn't
run your practice.
You didn't start a firm to chase receipts at 11pm. MVAF puts every client's books, bills, invoices, payroll, and reports in one AI-powered place — so month-end closes itself and you get your evenings back.
"I close one client's books and the next is already overdue."
Month-end crunch never ends — you're always one client behind.
"Invoicing here, payroll there, reconciliation in a third tab."
Five disconnected tools means five places to lose the thread.
"They ask for their P&L and I'm still categorizing last month."
Clients want answers now. Manual entry can't keep up.
- • Categorize 200 transactions by hand
- • Reconcile bank feeds across 3 tabs
- • Draft invoices in one app, payroll in another
- • Month-end closes spill into next month
- • AI categorizes a month of transactions in 90 seconds
- • Bank feeds auto-reconcile, anomalies flagged
- • Invoices, bills, payroll & reports in one workspace
- • Month-end close runs itself — you just review
From signup to your first closed month
No setup marathon. No per-client configuration. Just results.
Sign Up & Pick a Plan
Create your bookkeeper account and choose a subscription tier based on how many clients you manage.
Onboard Your Clients
Add clients to your roster and invite them to the portal. Each client gets their own secure workspace.
Manage Books with AI
Serve every client faster — AI handles categorization, reconciliation, invoicing, payroll & reporting, all in one place.
Everything You Need to Serve Clients
Every tier includes the full MVAF module suite — no gated features
Know your P&L in minutes, not months
AI auto-categorizes transactions, generates P&L & forecasts
Get paid faster, every time
Create, send & track client invoices
Never miss a payment or get hit with late fees
Manage vendor bills, approvals & payments
Pay your team without the stress
Run payroll, generate pay stubs & tax slips
Trust your books are always balanced
Journal entries, ledgers & bank reconciliation
Make decisions with confidence, anytime
Trial balance, P&L, balance sheet & more
Give clients a self-serve payroll portal
Employees view pay stubs & YTD earnings without calling you
Auto-import bank transactions for every client
Live bank feeds via Plaid, or CSV upload where unsupported
Track inventory for retail & e-commerce clients
Stock levels, adjustments & COGS tracking
File sales tax returns in a few clicks
GST/HST/VAT returns audit-ready from transactions
Monitor every client's compliance deadlines
Smart compliance calendar across your whole roster
Multi-currency books made simple
Automatic FX conversion for international clients
Recognize revenue the right way, automatically
Deferred revenue schedules, ratable & usage-based models — GAAP/IFRS-ready
Close your clients’ books faster every month
Guided period-close checklist with preparer/reviewer sign-off & one-click lock
Offer AI CFO assistance to your clients
Give every client a real-time CFO dashboard — cash flow, burn rate, runway, and collections — without hiring a single CFO. Your brand, your clients, our AI engine.
CFO Command Center
LIVEReal-time financial intelligence · Professional Services
📌Metrics adapt to your industry — update it in your Profile to customize this dashboard.
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| Month | Cash | Net |
|---|---|---|
| 02 | $42,576 | +$42,576 |
| 03 | $63,084 | +$20,508 |
| 04 | $104,676 | +$41,592 |
| 05 | $119,855 | +$15,179 |
| 06 | $129,658 | +$9,803 |
| 07 | $148,505 | +$18,847 |
Sample data shown. Your dashboard connects to your real bank feeds, invoices, and bills.
Five agents that run your clients' books for you
Not just AI that answers questions — agents that observe, decide, act, and report. They work 24/7 so you don't have to.
Monthly Close Agent
Runs the month-end close on autopilot — categorizes transactions, checks reconciliation, computes P&L, and flags exceptions for review.
Collections Agent
Owns the full receivables lifecycle — sends tiered reminders on overdue invoices, escalates severe cases, and keeps cash flowing in.
Bookkeeping Co-Pilot
Always-on assistant that auto-categorizes uncategorized transactions with AI confidence scoring and flags low-confidence items for review.
Tax Readiness Agent
Estimates your current tax liability from the P&L, checks the document vault for missing tax docs, and generates a readiness checklist.
Advisory Agent
Proactively scans for financial anomalies — spending spikes, cash runway drops, margin compression — and surfaces prioritized actions.
See them in action
Launch any agent from your dashboard and watch it work.
Simple Pricing by Client Count
Pick the tier that matches your practice size. Upgrade anytime.
Prices shown in USD
Manage Clients on the Go
Download the MVAF mobile app and run your entire practice from your phone.
Your Clients' Books Are Locked Down
Bookkeepers handle the most sensitive data a business owns. Here is exactly how we protect it.
Encryption in Transit & at Rest
Every byte of data — transactions, documents, messages — is encrypted with TLS 1.2+ in transit and AES-256 at rest. Nothing travels or sits unencrypted.
Practice-Level Data Isolation
Each bookkeeper only sees the clients they have onboarded. No other partner on the platform can access your client list, financials, or documents — ever.
Bank-Grade Connections
Bank links use Plaid, the same infrastructure trusted by major fintechs. We never store your banking credentials — only secure, revocable tokens.
PCI-Compliant Payments
Payment processing and payroll payouts run through PCI-DSS compliant providers (PayPal, PaySprint). Card data never touches our servers.
Role-Based Access Control
Clients, team members, and bookkeepers each get scoped permissions. You control exactly who can view, edit, or manage each client workspace.
Full Audit Trail
Every action — login, edit, payment, document access — is logged with a timestamp and actor. You always know who did what and when.
Compliance-Ready
Built for Canadian (CRA), US (IRS), and Nigerian (NRS) tax frameworks, including HST/GST, CPP, EI, and pension remittance support.
You Own Your Data
Export or delete client data at any time. Cancel your subscription and your data is retained for the billing period, then permanently removed on request.
Standards & Certifications
The infrastructure your clients' books run on.
AES-256 Encryption
At rest
TLS 1.2+ Transport
In transit
PCI-DSS
Payments
Plaid
Bank links
SOC 2 Controls
Audit trail
GDPR / PIPEDA
Privacy
Have a specific security question? Reach out — we are happy to walk through our practices in detail.
Questions? We've Got Answers
Everything you need to know before you get started.
Every tier starts with a 14-day free trial — no credit card required. You get full access to all modules so you can onboard real clients and see the platform in action before paying anything.
Yes. You can upgrade or downgrade at any time from your dashboard. If you upgrade mid-cycle, we prorate the difference. If you downgrade, the new rate applies at the next billing cycle.
Absolutely. Each bookkeeper only sees the clients they have personally onboarded. No other partner on the platform can access your client list, their financials, or their documents. Your practice data is fully isolated.
No. Your bookkeeper subscription covers all of your clients. Each client gets their own secure workspace at no extra cost — they simply log in and collaborate with you.
If you reach your tier's maximum client count, you can upgrade to the next tier at any time. We will never cut off access to existing clients — you simply will not be able to onboard new ones until you upgrade.
MVAF supports Canadian (CAD), US (USD), and Nigerian (NGN) bookkeeping out of the box, including country-specific payroll tax calculations. Currency display auto-adjusts based on your visitor location.
All data is encrypted in transit and at rest. Bank connections use Plaid, payroll payouts use PaySprint, and payment processing is PCI-compliant. We never sell or share your data with third parties.
Yes, there are no long-term contracts. Cancel from your dashboard at any time and you will retain access until the end of your current billing period.