Upload backup on the go
Snap receipts, forward invoices, and keep support attached to the right bookkeeping work.
Agile App
Financial clarity without becoming the bookkeeper.
The Agile App is the command center behind Agile's managed bookkeeping service. Upload what is missing, answer quick questions, watch the close move forward, and read reports with AI-supported context while real accountants keep the books under control.
Less than five minutes a weekCPA-managed booksSales tax filings includedYear-end ready files
Books currentOn track
Quick weekly to-dos3
ReportsReady
Owner timeMinutes, not hours
VisibilityStatus at a glance
ReviewHuman oversight
DecisionsCleaner context
The owner loop
A simpler way to stay in control.
Agile does the bookkeeping work. The app keeps your part lightweight, visible, and easy to finish before small questions become month-end surprises.
Answer only what needs you
Agile turns quick questions into quick prompts, so you can respond without digging through old messages.
Track close status at a glance
See what is waiting, what is under review, and what is ready instead of wondering where things stand.
Use reports with context
Get current financial reports and AI-supported explanations that help you understand what changed.
Your books stop feeling like a black box.
Agile connects the software stack you already use, then adds a private workflow where documents, questions, accountant review, and reports stay organized around one shared source of truth.
- Know what Agile needs from you and what has already been resolved.
- See quick weekly to-dos, report cards, and bookkeeping status in one place.
- Bring cleaner numbers to pricing, hiring, inventory, tax, and growth decisions.
Inside the app
Every screen is built around momentum.
The Agile App is not another accounting tool for owners to manage. It is a client-only operating layer that helps you move faster through the few bookkeeping moments that still need your attention.
Quick weekly to-dos
Resolve the bottlenecks
Missing receipts, approvals, and accountant questions stay visible until they are done.
Tasks
Keep requests organized
Ask for help, track follow-up, and see what the Agile team is working through.
Reports
Read the business clearly
See current financial reports once the books have been reconciled and reviewed.
Books status
Know what is ready
Track close progress, report readiness, and year-end preparation without chasing updates.
Connected stack
The app wraps around the tools you already use.
QuickBooks, Dext, banks, cards, payroll, POS, Shopify, Stripe, PayPal, and the Agile App work together so the data moves, the status stays visible, and accountants can review the details that matter.
Capture
Documents stay connected
Receipts, invoices, bank feeds, payroll, and POS details stay tied to the work they support.
Review
Automation gets oversight
Software handles repetitive movement while Agile reviews exceptions, reconciliations, and reports.
Control
Owners see the signal
The app turns bookkeeping noise into status, action items, and useful financial context.
AI-supported clarity
Turn clean books into clearer decisions.
The app is designed to help owners move from reports to decisions. With current books, reviewed data, and AI-supported analysis, you can understand trends, compare periods, and spot the questions worth asking next.
Agile AI AnalyzerReviewed data
Why did gross margin change this month?
Current, reviewed books give the analyzer enough context to explain changes and show what to look at next.
Client proof
"Consistent bookkeeping services with useful online dashboards and portals to track missing documents and support."Ryan Maarschalk, CFO, Ryan Maarschalk CFO Services
FAQ
Agile App questions
Is the Agile App a QuickBooks replacement?
No. The Agile App is the client command center around Agile's managed bookkeeping service. It works with QuickBooks and the other tools your business already uses.
How much time does the app take?
Most owners use it for quick uploads, approvals, and questions. The goal is less than five minutes a week for the owner while Agile manages the bookkeeping workflow.
Who reviews the bookkeeping?
Agile's bookkeeping team and CPA accountants review the details, exceptions, reconciliations, and reports before books are finalized.
What makes the app different from normal bookkeeping software?
The app is tied to a managed service. Owners get visibility and control without being expected to run the bookkeeping system themselves.
Next step
Put financial control back in reach.
Get a custom quote and see how Agile can connect your tools, clean up the workflow, and give you a private app experience for clearer books and better decisions.
Bank feeds syncedDone
Documents matchedDone
CPA review completeDone
Reports readyLive