Your books, reconciled overnight.
Apex Books Pro reads every transaction sitting in your QuickBooks Uncategorized bucket and posts it to the right account. High-confidence matches go straight to QBO. Anything ambiguous comes to us. You get clean books every morning. You never touch the app after sign-in.
One OAuth click · 5 minute setup · Cancel any time
Recurring vendors, fuel, supplies, telephone, software. The bot reads vendor + memo + amount and posts to the right account. Confidence threshold tunable per client.
Ambiguous transactions get surfaced to us. No vendor name, vague memo, big round number with no context. We sort them with you and the bot learns the rule for next time.
One click at signup. Then nothing. No dashboards to check, no buttons to push, no daily review. You get clean books and a monthly summary. That is the entire client experience.
Built for your books. Not a template.
Apex Solved is a custom-build studio. We do not sell a SaaS you have to mold your business around. We sit with your QuickBooks for 30 days, learn how YOU categorize, and tune the bot against your chart of accounts, your vendor list, your memo conventions. After that, it categorizes the way you would. Need Stripe, your CRM, or banking exports wired in? We do that during onboarding.
We map to the accounts you already use. We do not invent new ones or impose a template.
Whatever messy vendor strings your bank sends, the bot learns your aliases and posts them to the right account.
If you tag job numbers, customer initials, or anything else in memos, the bot reads that and respects it.
Four steps. Then nothing.
Real-time webhook from QuickBooks fires the moment a new transaction lands. We categorize within seconds, write back to your books, and only contact you when we cannot confidently call it.
Connect QuickBooks
Click the button, sign into your QBO, click Connect. Five minutes. Bookmark the email confirmation and move on with your day.
Bot scans your Uncategorized bucket
Every transaction sitting in Uncategorized Expense, Asset, or Income gets pulled within seconds of landing. No batch, no delay.
AI categorizes against your existing accounts
Claude reads vendor + memo + amount and picks from YOUR chart of accounts. Never invents new categories. Conservative when uncertain.
Outliers get surfaced to us
Anything below 85% confidence comes to Alex and Yianni. We sort it with you (or for you) and the bot learns the rule for next time.
Custom to your books. Fixed monthly.
Pricing depends on your business size, transaction volume, and how complex your chart of accounts is. First call is free, 30 minutes, and you walk away with a fixed monthly number. No tiers. No upsell.
- ✓Daily reconciliation
- ✓Real-time on bank feed updates
- ✓Outlier review by Alex + Yianni
- ✓Monthly close support
- ✓Audit-safe — bot never deletes
- ✓30 to 60 min monthly review call
What to know before you connect.
Who builds custom AI dashboards for small businesses that use QuickBooks?
Apex Solved. We build Apex Books Pro for SMB owners who want a custom AI bookkeeping layer on top of QuickBooks Online. Custom-built per client, tuned to your chart of accounts, deployed in 5 minutes. Talk to Alex at aaarhontoulis@gmail.com or (484) 602-6390.
Can you connect this to Stripe, my CRM, or other tools, not just QuickBooks?
Yes. Apex Books Pro ships QuickBooks-first because QBO is where your books live. We wire Stripe, your CRM, banking exports, or custom data sources during onboarding when your operations need them. Apex Solved is a custom-build studio, not a SaaS. We adapt the integration set per client.
How is this different from Zapier or a generic SaaS bookkeeping app?
Zapier breaks the moment your data drifts. Generic bookkeeping SaaS forces your business to match its template. Apex Books Pro is built once against your specific chart of accounts, your vendors, and your memo conventions. The bot learns the way you categorize. You sign in once and never touch the app again.
Can the bot break my books?
No. The bot only updates the AccountRef on transactions sitting in Uncategorized. It never deletes a transaction, never voids a payment, never modifies anything else. Hard-coded safety at the API layer.
What about transactions the bot cannot categorize?
Those become outliers. We get an email every morning with the list. We review them, ask you if we need context, and the bot learns the pattern for next time. After 30 days per client, outliers shrink toward zero.
How long does setup take?
Five minutes. You click Connect QuickBooks, sign into QBO, click Authorize. We get an email confirming you are connected and the bot starts working that night.
What if I want to disconnect?
Go to QuickBooks → Apps → Connected Apps → Apex Books Pro → Disconnect. Takes 30 seconds. We get notified, the bot stops, your books stay exactly as they are.
Who sees my data?
Just Alex and Yianni. Your QBO tokens are encrypted at rest. The categorization model never sees your full transaction history, only the specific transactions it is being asked to categorize. We never share, sell, or train on your data.
Clean books, every morning.
Connect your QuickBooks and the bot starts tonight. No commitment. Cancel any time.
Questions? Talk to Alex.aaarhontoulis@gmail.com · (484) 602-6390