Everything is in a different place.
Bank feeds, receipts, invoices and card statements live across disconnected systems and files.
THE FUTURE OF SMART ACCOUNTING
A clearer view.
A clearer view.
Smarter books.
Better business.
Meet BooksMax360 — a connected accounting ecosystem being built to bring banking, bookkeeping, financial workflows and AI-assisted insights into one clear picture.
Built with a vision for business owners, bookkeeping teams and accounting firms.
BooksMax360Financial overview
This month Good morning, Jordan
Cash inflow$48,920↗ Illustrative
Cash outflow$26,740Tracked activity
Net movement$22,180At a glance
Cash flow at a glanceIllustration
May 01May 08May 15May 22May 31
Organized transactions Clearer decisions
AI-assisted reviewKeep decisions in control
Connected financeOne financial picture
● ● ●One connected platformLess fragmented financial work
AI-assisted workflowsAutomation with human oversight
A 360° financial viewFrom transactions to decisions
THE CHALLENGEAccounting shouldn't feel
Accounting shouldn't feel
like a full-time catch-up job.
Running a business is hard enough. Financial information is too often scattered across banks, cards, inboxes, spreadsheets and accounting tools.
Manual work keeps multiplying.
Typing entries, chasing documents and reclassifying transactions steal hours from meaningful work.
Month-end becomes a scramble.
Unmatched transactions and missing answers turn financial close into an exhausting routine.
Clarity arrives too late.
Without a timely view of cash and expenses, important decisions happen with incomplete information.
HOW BOOKSMAX360 WILL WORKFrom financial chaos
From financial chaos
to connected clarity.
Designed to help people, accounting professionals and intelligent automation work together — from the first imported transaction to the final monthly view.
AI prepares suggestions. Accounting rules and authorized professionals govern the final decisions.
01
Connect your financial world
Bring bank accounts, credit cards and existing records into one streamlined workflow.
02
Capture the documents that matter
Gather receipts, invoices, statements and supporting evidence where your team can find them.
03
Let AI handle the repetitive steps
Suggest categories, detect possible matches and highlight items that need attention.
04
Review, reconcile and close
Let the accountant review exceptions, approve entries and prepare a cleaner month-end close.
05
See the full picture
Turn organized financial data into more useful insights and confident decisions.
THE PLATFORM
One ecosystem. Every angle.
BooksMax360 is designed as a family of connected products — so every role gets the tools they need without losing the bigger financial picture.
FINANCIAL FOUNDATION
Max Books
Smarter bookkeeping, transaction classification, journal proposals and reconciliations — built around accounting integrity.
See the workflowClient Portal
A simple home for documents, questions, financial updates and approvals.
01Max Money
A clearer way for clients to track spending, cash flow, cards and financial activity.
02Max Practice
Clients, deadlines, exceptions and month-end work organized in one workspace.
03Max Flow
A focused task and approval experience for the accounting team, on the go.
04Max AI
Private-model-first AI designed to extract information, propose entries and surface exceptions — with oversight built in.
Max Connect
The integration layer for banking providers, accounting systems and financial data.
06Max 360
One place to see the numbers, understand changes and make better decisions.
07Product vision — modules shown are planned capabilities under development.
BANKING & INTEGRATIONSYour finances have
Your finances have
many moving parts.
Let's connect them.
From bank activity and card statements to your existing accounting tools, BooksMax360 is designed to reduce disconnected work and help keep records aligned.
- Bank and credit card transaction feeds
- Reconciliation and duplicate detection
- Accounting system synchronization
- Statement and transaction file import
BooksMax360Connected accountingBanks & cards
QQuickBooks Online
XXero
SPayments & CSV
AI
Document recognizedEvidence attached
Ready for human reviewControlled by your accounting team
HUMAN-CENTERED INTELLIGENCEAI does the busywork.
AI does the busywork.
You stay in control.
We believe smart automation should make accounting more trustworthy, not less. BooksMax360 is being designed with private AI processing options and clear review paths for important financial decisions.
Intelligent suggestions
Help identify documents, categorize transactions and flag potential mismatches.
Human oversight
Accountants review exceptions and sensitive decisions before changes are finalized.
Traceable decisions
Designed to link proposals back to transactions, documents and approvals.
BUILT FOR REAL LIFE
One vision. Different needs.
Whether you're running a business, managing a client portfolio or simply staying on top of your finances, clarity makes a difference.
FOR BUSINESS OWNERSSpend more time growing.
Spend more time growing.
Less time catching up.
Get a more connected view of what is happening across accounts, invoices and expenses, with the support of smarter workflows.
- Understand your cash position
- Keep receipts and transactions organized
- Collaborate more easily with your accountant
DESIGNED WITH RESPONSIBILITYFinancial trust is
Financial trust is
never an afterthought.
Security and accounting integrity are design priorities throughout the platform.
Access controls and client isolation
Protected financial data and authorizations
Auditable financial actions and decisions
Accountant review of higher-risk activities
These are product design goals, not claims of completed certifications or production controls.COMMON QUESTIONSA few things
A few things
worth knowing.
We're at the beginning of the journey. Here's what we can share about the BooksMax360 vision.
Is BooksMax360 available today?
Not yet. BooksMax360 is currently a product vision and development initiative. This website introduces what we're building; it does not represent an already launched service.
Will it connect to U.S. banks and credit cards?
Bank and card connections are part of the roadmap. We are evaluating providers such as Plaid and plan to support imports as a complementary option. Availability will vary by institution and the connections approved for each client.
Will BooksMax360 replace my accountant?
No. The goal is to reduce repetitive work and help accountants focus on review, exceptions, judgment and financial guidance. Sensitive accounting decisions should remain subject to appropriate oversight.
Which accounting platforms are planned?
QuickBooks Online is the proposed first accounting integration, with Xero on the roadmap. These are planned integrations, not an announcement that production connections are already available.
Can it help with taxes and compliance?
The vision includes better organization of records, tax-readiness workflows and support for accounting professionals. Automatic preparation and filing of tax returns is not part of the initial scope.
Is BooksMax360 only for companies?
The broader ecosystem includes financial visibility for individuals, businesses and accounting firms. The proposed initial focus is U.S. small businesses and the accounting practices that support them.
A NEW CHAPTER IS COMINGBetter books start
Better books start
with a clearer vision.
We're building an easier way to connect financial information, accounting workflows and intelligence — in one place.
Early-access submissions are not live in this preview.