Better bookkeeping that's easy to stay on top of.

We're obsessed with making your life easier

From CPA's, to the Agile BK App, to AI-powered processes, everything we do is designed to give you accurate, up-to-date books with 5 minutes or less of your time per week.

Team support in AI bookkeeping process

A week in the life of an Agile BK Customer

Staying on top of your books is easier than ever. With almost no effort on your part, you can have accurate, CPA-reviewed books. Here’s what an average week looks like for our customers.

1.

AI bookkeeping process with receipt upload

Upload receipts and invoices on the go

Snap a photo of receipts or forward an invoice by email and move on with your day. You don’t need to worry about coding or classifying anything, that’s our job! If we’re not 100% sure though, we always make sure to ask when we need clarification to make sure everything gets to the right spot.

2.

Agile BK app for AI bookkeeping process

Login to the Agile BK App and review your Open Items

Your Open Items list in the Agile BK app is a live list of any missing receipts/invoices and questions from our team. Open Items is kept up-to-date at all times so that we never have to ask you to urgently dig through old receipts right before a deadline. Once your Open Items are cleared, your books are up-to-date!

3.

Live reporting in AI bookkeeping process

View your CPA-reviewed books and financial performance online, on a weekly basis.

Use the Live Reporting Package in your Agile BK app to review your financial results at any time. Since we’re updating everything weekly, that means that last Friday’s results are already available for you to review.

4.

Team support in AI bookkeeping process

That’s it!
Fast. Easy. Done.

With Agile BK, you get all of this with less than 5 minutes of effort per week from you.

Anna P.
Agile BK has made my life SO much easier. I can use their systems to upload my transactions and keep on top of everything related to bookkeeping. They send me a weekly reminder of things I have missed and I am able to get it finished in a timely manner as it’s easy to do weekly instead of letting everything pile up. Honestly they have made my work and life so much easier.

The Agile BK App

Your one-stop shop for all your bookkeeping needs. No more jumping between apps or trying to figure out where to find the information you need.

Open Items

Updated every week, Open Items keeps you informed of which receipts/invoices are missing and any questions from our team.
AI bookkeeping process with receipt upload
Live reporting in AI bookkeeping process

Live Reporting Dashboard
and Financial Statements

All of our customers are already looking at last Fridays’ financial results. No more waiting for weeks after month-end to see how you did.

How-To’s and Helpful Resources

Ever have simple questions but your bookkeeper takes too long to respond? Find answers quickly in our Resource Library.
How it works
Agile BK app for AI bookkeeping process

App Shortcuts

Quickly navigate out to other apps and services that help you run your business.

Keeping You in the Loop

Open Items, built-in status updates, and frequent communications from our team means that you always know exactly where things are at without having to stress about it.
How it works
Team support in AI bookkeeping process

Outstanding Customer Service

We know that when you have a question, it’s important to get a quick response. Nobody wants to wait weeks for a reply to important financial matters. Our customer service team and CPAs make sure you get a timely response and resolution to every email.


Benefits of a Weekly Accounting Cycle

Unlike the traditional monthly accounting cycle, Agile BK runs on a weekly cycle. This means that all your transactions are classified, reconciled, and reviewed on a weekly basis. So what does this mean for you?
Live reporting in AI bookkeeping process
No more stacks of receipts piling up on the corner of your desk for you to organize at the end of the month. Snap a photo when you make a purchase and move on to more important things.
On average, our customers spend less than 5 minutes per week to upload invoices and respond to our questions. Login to the Agile BK app while sipping your Monday morning coffee, upload a few receipts, and focus on the important things for the rest of the week.
Our team is here to help. We send helpful weekly updates letting you know what’s missing or if we have questions and keep track of outstanding items in the Agile BK app. If we already have everything we need, we still let you know when your books are reviewed by your CPA so that you have confidence when reviewing your reports.
Because everything is updated weekly, your month-end and year-end close is fast. As soon as you’ve cleared your Open Items in the Agile BK app, we can finish our reconciliations and reviews to close the books.
As part of the weekly cycle, we make sure all communications get timely responses so that you’re not left waiting for answers for weeks on end.
With the traditional monthly cycle, you won’t see results for a few weeks after month-end. But with our weekly processes, you can use your live reporting package in the Agile BK App to see your financial results in real-time.

Keeps Everything Bite-Sized

No more stacks of receipts piling up on the corner of your desk for you to organize at the end of the month. Snap a photo when you make a purchase and move on to more important things.

Saves You LOTS of Time

On average, our customers spend less than 5 minutes per week to upload invoices and respond to our questions. Login to the Agile BK app while sipping your Monday morning coffee, upload a few receipts, and focus on the important things for the rest of the week.

Get Helpful Weekly Reminders

Our team is here to help. We send helpful weekly updates letting you know what’s missing or if we have questions and keep track of outstanding items in the Agile BK app. If we already have everything we need, we still let you know when your books are reviewed by your CPA so that you have confidence when reviewing your reports.

Fast Month and Year-End close

Because everything is updated weekly, your month-end and year-end close is fast. As soon as you’ve cleared your Open Items in the Agile BK app, we can finish our reconciliations and reviews to close the books.

Timely Communications

As part of the weekly cycle, we make sure all communications get timely responses so that you’re not left waiting for answers for weeks on end.

Make Better Decisions

With the traditional monthly cycle, you won’t see results for a few weeks after month-end. But with our weekly processes, you can use your live reporting package in the Agile BK App to see your financial results in real-time.

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Agile BK is the stress-free, streamlined, and easy bookkeeping experience that delivers CPA-quality on a weekly basis.

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