Expex Carly

Financial Accounts

• Link all your financial accounts in one place with monitoring and notifications when account balances are lower (or higher with credit cards) than you want them to be.

Cash Flow

• See what your cash flow looks like and receive alerts weeks in advance when you hit a cash crunch.

Transaction Categorization

• Automate your financial transaction classifications in your bank accounts and credit card accounts, so all transactions are booked correctly.

We Set You Up With Carly

• First, we get to know you and your business so that we can get your company onboarded with Carly. We schedule a meeting to connect Carly to your financial accounts and QuickBooks. Then we introduce you and your staff to Carly.

You're Back to Running Your Business

• You can now get back to running your business and let Expex and Carly handle your bookkeeping. When you need to do things, Carly will let you know, so you don't have to worry about missing any essential accounting tasks.

Clean Books and Tax-Ready Financials

• Every month, Expex will deliver clean financial reports so you can review them with your team and CPA. At the end of the year, there's no cleanup or catch-up work required. You get tax-ready financials that can be handed to your CPA so you can get started on your tax return.