AI review for CPA firms
One more look before your name goes on it.
AI-powered review tools built to give CPAs one more set of eyes before they sign off. Upload the files you already work with and get a fast, structured second review of bank reconciliations, general ledgers, P&Ls, and tax returns.
AGI
412,680
+8.4% vs 2024
TOTAL TAX
96,340
Eff. rate 23.3%
BALANCE DUE
11,205
Was a refund in 2024
MonkBooks helps accounting and tax professionals review the work that takes the most time — and carries the most risk. It doesn’t replace CPA judgment. It helps you see what you might otherwise miss.
01
Extracts statement PDFs, standardizes QuickBooks registers, matches transactions, and identifies exceptions.
Example finding
Check #4471 for $3,120.00 cleared the bank in March but is still open in the register — ask the client whether it was voided and reissued.
02
Looks for possible misclassifications, personal expenses, capitalization issues, and other items worth a closer look.
Example finding
$8,400 of Harbor Dental’s $21,650 to Delta Supply sits in Repairs & Maintenance — the invoices describe a new sterilizer, which looks like a fixed asset.
03
Surfaces unusual variances, potential problems, quick fixes, and questions to raise with the client.
Example finding
Insurance jumped +62% ($14,900) year over year while Rent disappeared entirely — likely a lease change posted to the wrong account.
04
Flags, planning opportunities, inconsistencies, and items that deserve another look before filing.
Example finding
Withholding fell $6,800 while AGI rose — a Q4 estimate may be missing, and the SEP contribution is $9,200 under the limit.
Pull the report from QuickBooks or Drake, or grab the statement PDF.
MonkBooks reads the file and runs its checks in minutes.
Flags, fixes, and client questions, each tied back to the numbers in your file.
Print the rec or the brief and file it with your workpapers.
Works with the files you already have: QuickBooks Online exports, Drake tax return comparisons, and bank or credit-card statement PDFs.
Every review happens inside your session. When the session ends, the file and the analysis are deleted.
Client data is never written to memory or logs, and it is never used to train a model.
Analysis runs on Google Cloud under a Business Associate Agreement — or inside your own firm’s AWS account, under your own agreement, if you bring your own AI.
Book a walkthrough and we’ll run a bank rec, a GL, a P&L, or a return with you — on your own files.
