AI for Mid-Market Accounting Firms
Books that practically close themselves. Serve more clients without adding more headcount.
Every new client used to mean more hours, more hires, and more risk. Slate changes the math. Your team reviews instead of keying - so the firm grows on margin, not headcount.
Categorization, document matching, payout splits, escalations - the work that fills your team’s day gets handled automatically. Your people make the calls. Slate does the rest.
From bank feed to approved books in three steps.
Slate fits the workflow your team already follows - it just does the heavy lifting first.
Connect QuickBooks in one click
Link a client with a secure sign-in. Slate pulls the bank feed and chart of accounts in seconds - no setup, no spreadsheets.
Secure sign-in · credentials never storedOpen a clean, sorted queue
Every transaction arrives categorized and ranked by confidence. The clear ones are done - your team only looks at what genuinely needs a second opinion.
Reasoning visible on every rowApprove and move on
Confirm in a click, or fix one and Slate remembers it for next time. Approved entries flow straight into QuickBooks.
Fix it once, never againSee the six that matter, not the two hundred that don’t.
Slate clears the routine and surfaces only what needs you - color-coded by confidence, with the reasoning right there. Approving is a glance, not an investigation.
“Peer-to-peer transfer with no memo. Insufficient context to assign a category - flagging for human review.”
Slate now recognizes this Venmo recipient as a contractor - future payments route straight through.
You decide how much Slate does on its own.
Start with everything routed to your team for review. Hand off more only when you’re ready - never before.
Monitor Mode sends every transaction to your team for review. Nothing reaches QuickBooks without a click - the default, and the safe place to start.
From full oversight to selective autopilot - on your terms.
Set a rule once, in plain English.
Some things should never be a judgment call. Type a rule the way you’d say it out loud - Slate turns it into hard logic that always wins.
The messy stuff, sorted before it reaches your team.
Real books aren’t just tidy bank lines. Slate untangles the formats that usually cost your team hours.
QuickBooks OnlineSECURE · YOU APPROVE
Slate reads the bank feed and chart of accounts, then writes approved entries back - never silently, never without your sign-off.
Shopify PayoutsAUTO-DECOMPOSED
A single Shopify deposit hides gross sales, processing fees, and refunds. Slate splits each payout into its parts before categorizing - so the books are right, not just balanced.
Google DriveDOCS AUTO-MATCHED
Drop receipts, invoices, and statements into a connected folder. Slate reads each one and matches it to the right transaction - no hunting for the paperwork.
Partners see every client. Staff see only theirs.
One dashboard gives partners the whole book of business at a glance - what needs attention, what’s healthy, and how each client is trending. Your team gets a focused view of just their clients.
A human always has the last word.
Your clients trust you with their numbers. Here’s how Slate earns that same trust.
You approve everything
Nothing reaches QuickBooks without your approval. A person always confirms before anything posts.
Secure sign-in
We connect through QuickBooks' own secure sign-in. We never see or store your clients' login credentials.
Full audit trail
Every proposal, correction, and approval is logged - who did what, when, and the reasoning behind each call.
Scoped access
Role-based permissions mean staff only ever touch the clients they're assigned. Partners see the firm.
What firms ask us first
See Slate clear a real review queue.
A 20-minute walkthrough on books that look like your clients’. No setup, no commitment - just a look at the workflow.