Pezzi for accounting firms.

At a glance

• —Your brand: clients join and work in a workspace that shows your firm's name, logo and colors.
• —Your price: you set each client's monthly price and keep the difference above Pezzi's fee.
• —No cost to your firm: no setup fee and no monthly fee. Pezzi's fee is paid from each client's subscription.
• —Payments: clients pay monthly by card into your firm's own Stripe account.
• —The bookkeeping: Pezzi handles bank feeds, AI categorization and balanced journal entries; your team reviews and approves.
• —One dashboard: every client, invite and subscription, with your recurring revenue, in one place.

How it works

• —1. Create your firm portal. Sign up with your firm's details, then add your logo and colors.
• —2. Connect Stripe. Complete Stripe Connect onboarding so client subscriptions are paid to your firm and paid out to your bank account.
• —3. Invite clients at your price. Choose a plan and a monthly price for each client and send a branded invite link. The client signs up, pays through secure Stripe checkout and connects their bank accounts.
• —4. Work in every client's books. Open any client's workspace from your firm dashboard to review transactions, reconcile accounts and run reports.
• —5. Track your revenue. Your dashboard shows your clients, recurring revenue, Pezzi's fees, your net revenue and churn.

Why firms offer Pezzi

• —No cost to start. There is no setup fee and no monthly fee for your firm. Pezzi's fee comes out of each client's subscription.
• —A new recurring revenue stream. Every client pays your firm each month, at the price you choose.
• —Time saved on every client. Transactions arrive on their own, AI suggests each category and emailed receipts attach to the matching transaction, so your team reviews instead of typing.
• —More clients, same team. With the routine work automated, your team can serve more clients without adding staff.
• —Clients stay with your firm. A branded workspace and a monthly service keep your firm at the center of the relationship.
• —You stay in control. Only your firm can cancel a client's subscription or close their workspace.

What your clients get

• —Bank feeds: clients connect bank and card accounts through Plaid, and transactions sync automatically. Statements can be uploaded for accounts that cannot connect.
• —AI categorization: Pezzi suggests a category for each transaction and records the balanced double-entry journal entry behind the scenes.
• —Receipts: each business gets its own email address for receipts, and Pezzi attaches every receipt to the matching bank transaction.
• —Reconciliation: bank statements are reconciled against the books.
• —Reports: profit and loss (including month by month), balance sheet, cash flow and transaction reports.
• —Invoicing and bills: invoices, estimates and recurring invoices for customers; bills and vendors for what the business owes.
• —Tax center: tax estimates, recommendations and readiness checks, built on categories that carry IRS tax code references.
• —Existing books: history can be imported from QuickBooks, Wave or Xero export files.
• —Team access: each business can invite its team with the owner, accountant, bookkeeper or viewer role, or a custom role.

Client plans

You choose the plan and the monthly price when you invite each client.

• —Starter: up to 5 bank accounts, 500 transactions a month.
• —Essential: up to 10 bank accounts, 1,000 transactions a month.
• —Pro: unlimited bank accounts, 2,000 transactions a month and Pezzi Advisor.

Transaction numbers are monthly allowances. Going over never stops syncing or categorizing; Pezzi shows an upgrade prompt instead.

Billing and client accounts

• —Clients pay monthly by card through Stripe checkout, on your firm's Stripe account. Stripe's standard processing fees apply to each payment.
• —Your price for each client must be at least Pezzi's fee for that plan, and your portal shows that fee when you invite a client. Everything above it is your firm's.
• —Only your firm can cancel a client's subscription or delete their business. Clients can update their own card.
• —If a renewal payment fails, the client has 3 days to fix it. After that the workspace is paused for everyone in it, except for billing, until the payment goes through.

Security

Client data is protected with bank connections through Plaid (Pezzi never sees bank passwords), encryption in transit and at rest, separate data for every business, and role-based access.

Pezzi completed Plaid's security review and is approved for direct connections by Chase, Bank of America, Capital One, Citibank, U.S. Bank, American Express and Merrill.

Read Security at Pezzi

Common questions

• —Does my firm pay anything to use Pezzi? No setup or monthly fee. Pezzi's fee for each client is taken from that client's subscription, and Stripe's processing fees apply to each payment.
• —How much should I charge my clients? You decide. Your price must be at least Pezzi's fee for the client's plan, and the rest is yours.
• —Do clients see Pezzi or my firm? Your firm. The invite, sign-up and the client's workspace show your firm's name, logo and colors.
• —Can my team work in my clients' books? Yes. You open any client's workspace from your firm dashboard, and you can invite staff to a client's business with the accountant, bookkeeper or viewer role.
• —Can a client cancel on their own? No. Only your firm can cancel a client's subscription or delete their business.
• —What if a client's payment fails? The client has 3 days to update their card. After that their workspace is paused until the payment goes through.
• —Can clients bring their existing books? Yes. History can be imported from QuickBooks, Wave or Xero export files.
• —How do I get started? Create your firm portal at pezzi.io/cpa/signup, or book a meeting and we'll set it up with you.