Herv.ai
Automated Bookkeeping Quality Control
Herv.ai is an automated bookkeeping quality control service designed for accounting firms. It addresses the challenge of manually reviewing client financial data for errors by running over 25 automated checks on QuickBooks Online and Xero data. The tool flags common issues such as uncategorized transactions, duplicate vendors, unreconciled accounts, unapplied payments, and missing invoice numbers, providing a systematic layer of oversight.
The platform offers daily automated monitoring and a full audit trail that logs every check, issue, and resolution. It integrates directly with Karbon and Zapier, allowing flagged items to automatically create tasks within existing workflows. The service also provides email alerts and notifications, and supports unlimited team members per client organization.
Herv.ai is built for accounting firms seeking to scale their quality control processes. It is packaged as a single plan with all features included, priced per client per month, where one connected QuickBooks Online or Xero organization counts as one client. A 7-day free trial is available for up to three clients, with no credit card required.
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