For accounting & bookkeeping firms · QuickBooks Online
Every client's books, reconciled and checked, in one dashboard.
For accounting and bookkeeping firms: see every QuickBooks Online client at once, who's reconciled, which statements are still missing, and what needs fixing, with the entries ready to approve. It even emails your clients for the missing statements. Every statement line is checked against the books, on every QuickBooks Online plan.
Demo login: demo@nexoratechnologies.co · password NexoraDemo2026 · sample data, no sign-up
Read the video transcript
Your team spends hours every month matching client bank statements against QuickBooks. Nexora's reconciliation agent does that work for you, before you even open QuickBooks.
Here's your whole client list on one screen. You can see right away which accounts reconcile, which have differences, and which are still waiting on a statement.
Open any client, and the work is already done. Findings and recommendations are ranked by what matters most.
The agent checks every line of the bank statement against QuickBooks. Here, thirteen of sixteen lines matched automatically, and the other three come with the fix.
Differences are explained, not just flagged. This one is already in QuickBooks under another date, so you match it instead of recording it twice.
Anything missing from the books comes ready to add. Your team checks the payee and the category, then approves. Nothing is written to QuickBooks without you.
If a statement is missing, the app asks for exactly the one it needs: the account, the last four digits, and the month. Just drop the PDF right there.
It's filed to the right account and month automatically. No shared drives, no folders to name.
It's nineteen dollars per client company a month. Try it free on up to ten of your clients for seven days. Sign up in minutes. Month to month, no contract.
All your clients, one dashboard
See every client's month-end at a glance.
- Who's reconciled and who isn't, for every client and account, without opening each file.
- Exactly which statements are missing, account by account and month by month, back to the last reconciliation in QuickBooks.
- What needs fixing, ranked: lines missing from the books, items to match, differences explained.
- Who's responsible for each client, so your team sees only the clients assigned to them.
Auto-chase clients for statements
Stop chasing clients for statements. The app does it for you.
- No more "can you send me your bank statements?" emails. Each month the app emails the client in your firm's name, listing exactly which statements are missing, account by account.
- One link, no login for the client. They upload from the email in about a minute. The file lands in that client's file and is checked against QuickBooks automatically.
- Polite reminders, then it stops. A reminder 4 days later and another after 8, only while something is still missing. The emails stop as soon as everything is in.
- Your relationship, your call. It stays off until an admin at your firm turns it on for a client, and can be turned off any time. Replies come straight to the person responsible for that client, and a client can opt out from any email. If they do, you're told.
- What it's worth: for a firm with 40 clients, chasing statements easily takes a day or more of follow-up every month. That time goes back to billable work, and the books close sooner.
Every QuickBooks Online plan
The same reconciliation for every client, whatever plan they're on.
- Simple Start, Essentials, Plus or Advanced: every client is checked the same way, so your process doesn't depend on what each client pays for.
- Clients on Simple Start or Essentials: statement-by-statement reconciliation for $19 a month, less than upgrading them to Plus. At Marketium, the accounting firm we built it with, 4 in 10 clients are on those plans.
- Clients already on Plus or Advanced: everything QuickBooks doesn't give you across clients: one dashboard, the missing-statement list, a health check per file and fixes ready to approve.
- One price for your firm: $19 per client company per month, the AI included. No upgrades to ask your clients for.
How it works
Three steps, and only one of them is yours.
Connect QuickBooks
One click per client company. No developer app and no setup on your side.
Get the statements
The app tells you exactly which statement it's missing ("Chase Checking ••4417, September"). Drop the PDF or CSV right there, or switch on auto-chase and it emails the client for it. No shared drives, no folders to name.
Review what it found
Every line is cross-checked against the books. Missing transactions come with the entry ready to add; you approve before anything is written.
What you'll see
Differences explained, not just flagged.
Why firms switch
Close the month in days, not weeks.
- Hours back every month. Line-by-line statement review stops being a person's job.
- Nothing slips through. Every statement line is checked against the books, to the cent.
- You stay in control. QuickBooks is only read until someone on your team approves a change.
- Up to date every morning. New statements are reconciled overnight, not at quarter-end.
- Healthier client files. Uncategorized items, stale receivables and old open items show up as plain-English to-dos.
- A monthly review, done for you. What changed against last month and the usual level, from margin swings to cash falling despite a profit, with what to confirm with the client.
- Private by design. Your firm gets its own isolated workspace and sign-in. Statements are stored encrypted in a private vault, never in a shared drive.
- Scales with you. Add a client and it's covered the same day, without adding staff.
- Local support. A team in Houston, Texas, in your time zone.
client companies reconciled with it at Marketium, the accounting firm we built it with. It runs there every day, on real books, before it runs anywhere else: 11,164 statement lines checked so far, and 1,913 found missing from QuickBooks. Read the case study →
Every client, any plan
The AI reconcile in QuickBooks needs Plus. Nexora Recon doesn't.
QuickBooks Online's AI-powered reconcile is only on Plus and Advanced, and a firm's plan never passes down to its clients: every client file pays for its own. Nexora Recon gives every client the same statement-by-statement check, on Simple Start and Essentials too, for less than the upgrade.
QuickBooks Online list prices from Intuit, October 2026: Simple Start $38, Essentials $85, Plus $140 per month. Nexora Recon: $19 per company per month, 10-company minimum. See the full cost breakdown →
Pricing
Try it free. Then one simple price per company.
Minimum 10 companies ($190/month). The AI that reads statements and proposes matches is included.
- Unlimited bank and credit card accounts per company
- Daily statement-to-QuickBooks reconciliation
- Suggested entries, approved by your team before posting
- Health recommendations for every file
- In-app statement uploads, encrypted storage
- Auto-chase: clients emailed for missing statements, with reminders
- Your own workspace in minutes, plus Houston-based support
7 days on up to 10 of your client companies, free. No card. You only continue if it saves you time.
That's what a few hours of staff time costs. Reconciling 20 companies by hand usually takes far more than that every month.
Free 7-day trial
See it reconcile 10 of your clients. Free, for 7 days.
Sign up with your firm's email address and your private workspace is ready in about 5 minutes. Connect up to 10 client companies to QuickBooks yourself, upload their statements, and see every difference it found. If it's worth it, we set up your plan for the rest of your clients. If not, you owe nothing.
Prefer to talk first? Leave your details and a person (not a bot) replies within one business day.
Free guides
Reconciliation help, whether or not you use Nexora.
- How to reconcile a bank account in QuickBooks Online, step by step.
- Reconciliation won't balance? The 10 usual causes and the fix for each.
- Month-end close checklist for firms with many clients.
- Getting statements from clients without chasing, with email templates.
Questions
The ones firms ask first.
Do my clients need QuickBooks Online Plus for this?
No. QuickBooks Online's AI-powered reconcile is only on Plus and Advanced, and your firm's plan doesn't pass down to clients: each client file has its own plan. Nexora Recon gives every client the same statement-level check on any plan. For 100 clients on Essentials, upgrading everyone to Plus costs $5,500 a month more at list price; Nexora Recon for all 100 is $1,900 a month.
QuickBooks already helps with reconciliation. Why add this?
QuickBooks reconciles one company at a time, inside each file. Nexora Recon works across all your clients at once: one dashboard with every client's status, the exact statements still missing, a health check for each file, and the entries ready to approve. And it works the same on every QuickBooks Online plan, so clients on Simple Start or Essentials get the same reconciliation as clients on Plus or Advanced.
Can it ask my clients for the missing statements?
Yes, if you switch it on for that client. Each month it emails them in your firm's name with the exact statements missing and a link to upload them without signing in, plus up to two reminders while anything is still missing. Replies go to the person at your firm responsible for that client.
What if a client doesn't want those emails?
Auto-chase is off for every client until an admin at your firm turns it on for that client, and it can be turned off at any time. Every email also has a link for the client to stop them: it switches off for that client and you're notified.
Does it work if my clients are on Simple Start or Essentials?
Yes. Every QuickBooks Online plan works: Simple Start, Essentials, Plus and Advanced. You don't need to ask any client to upgrade. QuickBooks Desktop isn't supported.
Does it change anything in QuickBooks on its own?
No. It reads QuickBooks to do the comparison. The entries it suggests (expenses, deposits, transfers and credit card payments) are only created after someone at your firm approves them in the app, and it never edits or deletes existing entries.
Which QuickBooks versions work?
QuickBooks Online (including Accountant). QuickBooks Desktop isn't supported.
Which banks?
Any. Upload the monthly statement as PDF or CSV; scanned PDFs work too. Every statement is checked so that opening balance plus lines equals the ending balance before it's used.
Where is our data kept?
In your firm's own isolated workspace on AWS (US), with its own sign-in. Statements are encrypted and private; no one at another firm can reach them.
How long does setup take?
About 5 minutes. Sign up with your firm's email, enter the code we send you, and your workspace is created. You connect each client company to QuickBooks with one click and invite your team from the app.
What does the free trial include?
7 days, up to 10 of your client companies, all their bank and card accounts, the full app. No charge and no card. Fees only start if you tell us to continue.
What does it cost after the trial?
$19 per QuickBooks company per month, with a 10-company minimum ($190/month). The AI processing is included. Need more companies? We add them to your plan.
Is there a contract?
No long-term contract: month to month, cancel with 30 days' notice, and cancellation takes effect at the end of that billing month. You pay for the number of client companies on your plan (minimum 10), and we add more whenever you need them.