For bookkeepers
One review queue for every client you support.
Each client gets their own bsns workspace for receipts, bills, and expenses. You review what’s pending across all of them in one place, without switching accounts or chasing email attachments. Approved partners also earn 15% of net subscription revenue from each client they referred, for that client’s first 24 paid months.
How it works
Start with the clients you already support.
Set up your practice
Use bsns for your own practice first, and apply for partner access.
Connect your client workspaces
Any client can grant you finance access — receipts, expenses, and AP items — whether or not you referred them, and revoke it anytime. Clients who join through your referral code also qualify for partner commission.
Review, then hand off to your ledger
Review pending items across every client workspace from one queue, then export approved records as a QuickBooks bank-import CSV for the ledger you already use.
The practice view
See which clients need attention.
Every client
Every client at a glance
See what needs review, what is missing a receipt, which bills are coming due, and what is ready to post across your whole practice. Open any client without signing in and out.
Receipts in
Receipts arrive ready to review
Clients drop receipts and statements into their own workspace; they land in your inbox with the merchant and amount extracted automatically, ready for you to review and file as an expense. Less cleanup before the close, no email attachments to chase.
Where bsns fits
It feeds your books. It isn’t the ledger.
bsns captures receipts, bills, expenses, and billing activity where your clients create them, before those records reach the books. You still keep the ledger in QuickBooks or the accounting system you already use.
When you’re ready to post, export the cleaned-up records as a QuickBooks bank-import CSV and bring them in through QuickBooks’ import wizard, instead of chasing a shoebox of email attachments at month-end.
Why it works for your practice
Cleaner inputs before every close.
Less cleanup before close
Receipts, bills, expenses, and billing activity come in as clean records instead of email threads and shared folders. You still review everything. You just spend less time pulling it together first.
One queue for client review
Review expenses and AP invoices across the client workspaces you have access to. Each item keeps its receipt and source link with it, and access can be granted or revoked per client.
Receipts in, reports out
Clients can keep sending receipts and documents even if they are not ready to use the full system. You can triage the uploads, prepare the records for posting, and share finished reports back.
Approved records export to your ledger
Once you’ve reviewed an item, it exports as a QuickBooks bank-import CSV for the ledger you already keep — the source document stays attached to the record the whole way through.
What you earn
15% of net subscription revenue, for each client’s first 24 paid months.
You earn 15% of the net subscription revenue from each referred client for their first 24 paid months. Larger client subscriptions produce a larger commission.
Your subscription, covered
Your share offsets your own subscription cost first. Your referrals can cover your subscription — and the difference pays out each quarter.
Terms at a glance
The terms, in plain language.
- Partner commission is 15% of net subscription revenue from your referred clients.
- Commission accrues for each referred client's first 24 paid months.
- Your commission offsets your own subscription cost first; the surplus accrues toward a quarterly payout (first payout requires a completed W-9).
- Any client can grant or revoke your access to their workspace, whether or not you referred them.
- Commission applies only to clients who joined through your referral code.
The full terms live in the channel-partner agreement you sign when you join. The partner program is currently invite-only while we onboard our first cohort of bookkeepers.