25+ automated checks monitor your clients' QuickBooks data and flag issues before they become problems. A second set of eyes that never gets tired.
7-day free trial. No credit card required.
Systematic quality control that scales with your practice.
Herv.ai runs 25+ quality checks on your clients' books automatically. Uncategorized transactions, duplicate vendors, unreconciled accounts. Issues get flagged for review so your team can focus on the judgment calls.
Issues flow straight into your existing workflow. Herv.ai connects with Karbon and Zapier, so flagged items automatically create tasks in the tools you already use. No copying between systems.
Every check, every issue, every resolution gets logged. You'll have the audit trail to demonstrate quality standards to clients and regulators. Systematic QC that scales with your firm.
One plan. All features included. No tiers, no hidden fees.
One connected QuickBooks file = one client. That's it.
7-day free trial with up to 3 clients. No credit card required.
Connect Herv.ai to the software you already use.
Automatically create work items when issues are detected.
Connect to 5,000+ apps for custom workflows.
Start your free trial today. No credit card required.
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