Close more clients without hiring
Each new client adds a close. Monty gives you capacity without recruiting, training, or another reviewer to manage.
Month-end closethat runs itself.
Monty captures the questions, drafts accruals and journal entries, gathers the support, and routes everything for your approval, so every client's close lands on time and review-ready, behind your firm's brand.
Book demoBackground photo by Martha Bergmann on Unsplash.
Grow without making bookkeeping the bottleneck.
Every new client is another close. Win an engagement and you inherit another month-end: accruals, reconciliations, sign-off, and a deadline.
Hiring doesn't fix the bottleneck. Good bookkeepers are hard to find, expensive to train, and hard to keep.
Monty gives you close capacity that scales one client at a time, to your standard, behind your brand.
Monty runs the close. Your team owns the review.
Reviewed before it reaches QBO
AI handles the volume, a real bookkeeper reviews each entry, and your firm approves before anything posts.
Behind your brand
Monty works underneath your firm. Your clients keep working with you, your team keeps the advisory relationship, and we never solicit your clients.
Monty runs each client's close underneath your firm.
Your team keeps the client relationship and review ownership. Monty handles the recurring bookkeeping work that slows growth down.
01
Everything lands in one place
Monty works inside your client's QuickBooks Online, with no migration and no new ledger. Transactions, receipts, and open questions flow into one close workspace.
02
Every question gets triaged and routed
Monty classifies each item by what it is and who needs to answer, then asks the right person by email, text, or Teams.
03
Routine work gets resolved, then reviewed
Monty resolves coding, matching, reconciliations, accruals, and draft journal entries, then a real bookkeeper reviews before anything posts.
04
You review the exceptions, not the data entry
Monty keeps each client's close checklist moving. Your team reviews the financials, clears flagged exceptions, and leads the advisory conversation.
Not another vendor. Capacity behind your firm.
Monty sits under accounting, CFO, and advisory firms, so the client experience stays yours.
Your close standard comes first
The first month runs through your review, so Monty learns how your firm closes before it runs independently.
Zero client friction
No new tools, portals, or logins for the client. Monty works through the channels they already use.
Your client experiences your team
Your client experiences your team, not another vendor. We never solicit your clients.
Per-client pricing
A monthly fee by client complexity, with no setup fees, no minimum term, and no lock-in.
Built to protect the relationship.
Every entry carries its source document, treatment, and approver, so your firm can stand behind every close.
Nothing posts without review
Every entry is reviewed by a trained bookkeeper before it reaches QuickBooks Online.
Corrections are on us
If something is wrong and it is on Monty, we correct it at no charge.
Client data stays protected
Data is used only to do your clients' books. It is never sold, never used to train models for others, and returned or deleted on request.
See what Monty takes off your team.
In a short walkthrough, we'll use one client example to show how a month-end close moves from transaction work to reviewed output.
Book demoStill have questions?
Book a demo and bring the bookkeeping workflow you want off your team.
Monty is built for accounting firms, fractional CFO practices, and advisory shops that want to add clients without adding bookkeeping headcount. We sit under your firm so you can keep the client relationship and the advisory margin.
No. Monty works inside each client's QuickBooks Online file. QBO stays the system of record, so your team does not need to migrate clients or teach them a new platform.
Monty is designed to operate behind your firm. Clients keep working with your team and the communication channels they already use. We do not solicit your clients.
Monty covers transaction coding, receipt and support collection, reconciliations, accruals, draft journal entries, exception routing, and review queues. Your firm still owns approval and the client relationship.
The first month on every client is a calibration month. Monty queues entries for your review first, learns how your firm closes that book, and only runs more independently once the output matches your standard.
A trained bookkeeper reviews every entry before posting, but if something is wrong and it is on Monty, we correct it at no charge. The service is built around protecting your name with the client.
Pricing is per client and based on client complexity. There are no setup fees, no minimum term, and no lock-in, so capacity can scale with your client list instead of your headcount.
Put your team's hours back on the work that grows the firm.
Start with one client and watch the next close run to your standard, behind your brand.