Your back office, running itself.
An AI agent that watches your numbers and answers the hard questions — across every business you run, and your personal money too.
Today, Bookvisor handles the two parts of running a business that fill a Sunday night: keeping eyes on your numbers, and answering the big money questions you’ve been avoiding. More of the back office is on the way.
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How it works
From your bank to a back-office agent — in minutes.
Connect your accounts
Securely link your business and personal banks in under a minute. Read-only — we never move money.
See the real picture
Bookvisor turns your bank activity into a clear picture of how your business is really doing — explained the way you’d talk about it, not the way it shows up on a balance sheet.
Tell it what you need. Then forget about it.
Ask anything about any business you own. The agent does the work, watches the numbers around the clock, and reaches out when something needs you.
How it sees your business
A continuous line from your accounts to the decisions you actually make.
Sources
Outputs
What it does today
Two things you used to do at 10 PM on Sunday.
Bookvisor handles the parts of running a business that eat your weekends — keeping eyes on the numbers, and answering the big questions you’ve been avoiding. The kind of oversight a sharp finance lead would give you, without the hire.
5 things worth knowing this week
- Owner draw capacity this month: ~$48k across the three businesses.
- Card processing fees up 12% this week — worth a closer look.
- New recurring subscription detected — $1,240/mo.
- Top 3 vendors account for 42% of card spend this month.
- Cash cushion dropped by about 2 weeks vs. last week.
Watches the cash, profit, and bills
Around the clock, across every business you run. The continuous financial oversight most owners only get by hiring someone full-time.
Tells you when something changes
Card processing fees creeping up, a new recurring charge, your cash cushion shrinking — Bookvisor flags it the moment it shows up, before it becomes a problem.
Answers the big money calls
Hiring, paying yourself, equipment, a new venture — answered straight, with your actual numbers behind it. Not a generic calculator, and not a spreadsheet you have to build at 10 PM on Sunday.
Looks at every business you own at once
And your personal money, too. The kind of cross-business question most owners only get answered by hiring someone — “Can I pay myself more from Business A this month without touching my tax reserve?” — answered in seconds.
One owner. One agent.
Built for the person, not the entity.
Every tool in finance is sold per business. Accounting software charges per business, your CPA charges per business, personal finance apps don’t understand businesses at all. Bookvisor treats you as the customer, not each business separately.
One agent. Every business you own plus your personal money — all in one place, all thinking together.
“Can I pay myself more from Business A this month?”
Your agent sees every business and your personal cash at once — weighing taxes, retained earnings, and each business’s cushion before answering. E.g.: “Yes, up to $35k from Business A this month without pulling into Q3 tax reserves.”
“Can I afford to hire another person?”
Bookvisor models the cost of the hire against every business’s cash and profit, your tax reserves, and your personal cushion — and tells you when the decision pays for itself.
“How is the rental property actually doing once you net out the mortgage and repairs?”
Bookvisor sees the rents coming in, the mortgage going out, the repairs and management fees — and tells you what the property is really earning, not just what the bank balance suggests.
Why Bookvisor
Built to hand things off to. Not to log into.
Accounting software was built for an era when owners or their bookkeepers logged in, ran reports, and figured it out themselves. That’s still a lot of work to do yourself at the end of a long week. Bookvisor is built for owners who’d rather just tell the agent what they need.
Accounting software & dashboards (built to be logged into)
- You log in, you run the report, you make sense of it
- Configured per business, charged per business
- Waits for you to ask the right question
- Built for the bookkeeper or the IRS, not for you
Bookvisor (built to hand things off to)
- You ask, the agent does the work
- One agent, every business you own
- Reaches out before you think to ask
- Built for the person actually running the businesses
What’s next
More of the back office, soon.
Compliance is the next thing owners forget — and the next thing Bookvisor will handle. After that, more of the back office: working toward the day Bookvisor handles every function you’d otherwise hire for.
Compliance, on autopilot
State filings, license renewals, tax deadlines, beneficial ownership reporting, registered agent — tracked automatically, with a heads-up well before anything is due. More than half of small businesses say compliance gets in the way of growth; Bookvisor makes it disappear into the background.
Weekly email update
A 2-minute read every Monday: what changed across every business you own, what’s worth knowing, what needs your attention.
SMS for critical signals
Opt in to texts and your assistant can flag the things that can’t wait — a cash drop, an unusual charge, a tax bill you didn’t see coming — the moment they matter. You choose what gets a text, and you can reply STOP anytime.
More of the back office
We’re working toward the day Bookvisor handles every back-office function you’d otherwise hire for. Tax filing always stays with your CPA.
One plan. Everything included.
No tiers to puzzle over. One subscription covers every business you run — and your personal money too.
Bookvisor
Everything you need to keep the books current and an advisor on call — across every business you run.
- Connected bank accounts, categorized for you
- Always-current cash flow, balances, and runway
- An AI advisor that knows your numbers — in chat or by text
- A proactive heads-up when something needs you
- Every business you own, plus your personal money
Cancel anytime.
FAQ
Questions, answered.
How do I get access?
Bookvisor is currently invite-only while we work closely with our earliest customers. If you have an invite, you can sign in from the top of the page.
Is this a replacement for my accounting software or my CPA?
Today, no — Bookvisor runs alongside your accounting software and your CPA. They handle the books for tax filing; we handle the day-to-day view, the questions, and the watching. Over time, more of what you’d hand to a bookkeeper or controller will live inside Bookvisor too. Tax filing always stays with your CPA.
Is this for my stage of business?
Bookvisor earns its keep the moment your numbers are big enough — or complex enough across multiple businesses — that staying on top of them costs real hours. Most of our owners run one or more businesses doing several hundred thousand to several million a year. If that’s you, the agent pays for itself the first time it catches something you would have missed.
Do I need a CFO or accountant already to use this?
No — Bookvisor is the CFO most owners never got around to hiring. It delivers the continuous financial visibility a full-time finance lead would provide, without the six-figure comp. If you already have a fractional CFO or controller, Bookvisor makes them more effective: it handles the day-to-day watching so they can focus on the big judgment calls like hiring plans and pricing.
Do I have to log in every day?
No. Bookvisor isn’t built to be logged into and operated; it’s built to be handed things off to. The agent watches around the clock and reaches out when something matters — you only show up when there’s a decision to make.
Where is this all going?
We’re building toward a single agent that runs your entire back office. Watching the numbers and answering the big money questions are working today; compliance is next; bookkeeping and other back-office functions follow. Tax filing always stays with your CPA.
Is it secure?
Bank connections are read-only and handled by a regulated data provider — Bookvisor can never move money on your behalf. We treat your financial data with the same care a CPA firm would.
Which banks are supported?
Bookvisor works with virtually every major US bank and credit card issuer, plus common fintech accounts. If you can see it in your bank app, we can probably read it.
Can I use it across multiple businesses?
Yes — that’s the whole point. One subscription covers every business you own plus your personal finances, so the agent can look across all of it: whether you can afford to pay yourself more from one business to fund another, whether your personal savings can support a new venture, or how cash is really moving across everything you own. Business and personal stay cleanly separated in the view, but the agent sees the whole picture.
Stop running your back office. Start running the business.
Bookvisor is the back-office agent that watches the numbers, answers the big questions, and reaches out when something needs you. One subscription. Every business you own. Your personal money, too.
We’re onboarding gradually — join the waitlist and we’ll be in touch.