Expex
Bookkeeping the way it should be
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Bookkeeping and more
With Expex, you get your bookkeeping done for you, and Carly, an automated bookkeeper that automates tasks and give you insights into your business.
Daily, monthly, and annual tasks
- We're always working to keep your books clean.
Daily tasks
- Bill payments, cash flow, and transaction classifications are all automated. We even give you smart alerts, so you know when there's something you need to act upon.
Monthly
- We reconcile your accounts and send you financials to review how your business performs every month.
Annual
- At the end of the year, you get tax ready financial statements so your tax professional can immediately start working on your tax returns.
Works with QuickBooks
- We chose to develop Carly on the QuickBooks platform because it's simply the best. With QuickBooks, you get the leading financial management application for small businesses. If you currently use QuickBooks, we simply connect to it. If you're not, we'll get you set up with your own QuickBooks account.
Security comes first
- With bank-level security built into Carly and all aspects of our service, you can rest easy knowing that your data is secure with Expex. With links to 11,000 financial institutions through a partnership with VISA and being certified by QuickBooks, we have met numerous security requirements to deliver you a safe and secure solution.