01One stream, every channel
Clients keep emailing the way they always have. Matchbook reads what arrives, classifies it, and routes it — documents to the pipeline, questions to triage, noise out of your way.
Firm intelligence platform
See everything happening across your practice.
Every client email, document, and request lands in one stream — triaged by urgency, tracked to resolution, and turned into books. Matchbook is oversight for firm owners, not another inbox.
Practice feedToday
CRA letter forwarded by Lavoie DistributionUrgent
« Can you also handle our payroll? »Scope
14 documents classified → staged for QBOReady
Client reply outstanding 6 days — Tremblay Inc.Follow up
Illustrative example.
What Matchbook does
02Oversight you can act on
Urgency triage, sentiment shifts, scope creep, response-time tracking. The things you'd catch if you could read every thread in your firm — now you effectively can.
03Documents become books
AI classification with your chart of accounts, staged for human approval, posted to QuickBooks Online. Nothing posts without sign-off — speed without surrendering control.
04Your brand in front of clients
Clients see a clean portal with your firm's name and logo on it. Matchbook is the infrastructure underneath.
Who it's for
One platform, three ways in.
Bookkeeping & accounting firms
The full intelligence platform: triage, oversight, document pipeline, client portal. Priced per client, nothing else.
Doing your own books
Forward a receipt, get clean books. Free to start, almost free after that.
Québec physicians
Doctor Books reads your FMP statements, puts them next to your calendar, and can keep your books. Free.
Why trust it
Built inside a working Canadian firm.
Matchbook runs the books at our own accounting practice every day. Features earn their place by surviving real month-ends — not demos. Data lives in Canada; see how we handle security.
Get started
Firms: $18 per client per month, no minimums · Pricing