Multiply your practice. Without multiplying your team.
xBav is the AI back office for modern accounting firms. Drop in your clients’ documents — AI handles categorization, reconciliation, depreciation, and tax. Your team reviews exceptions and delivers insight. Close more clients, in less time, with the people you already have.
Three steps. Whole books, closed.
xBav slots into your existing process. No retraining, no client churn, no rebuilding your chart of accounts from scratch.
Clients drop in documents
Bank statements, receipts, invoices — uploaded to a portal under your firm's brand. Or auto-imported from QBO, Xero, and direct bank feeds.
AI does the busywork
Extraction, categorization, reconciliation, depreciation, tax adjustments — all handled in the background, mapped to your COA, with confidence scores.
Your team reviews & delivers
Only flagged exceptions hit your queue. Review, approve, deliver tax-ready statements and analysis. Bill your clients on your terms.
Every client. Every close. One screen.
Your Monday morning, on autopilot. See month-end progress across your entire book — clients flip pending → in progress → review → delivered as AI does the work in the background.
Every role gets time back.
xBav doesn’t replace your people — it cuts the toil so they can do the work clients actually pay for.
Everything a modern firm needs to scale.
Multi-client dashboard
Manage every client from one screen. Filter by close status, exception count, or due date.
Full white-label
Your logo, your colors, your subdomain. Clients only ever see your firm's brand.
Per-firm pricing
One subscription per firm — priced by transaction volume, not per-client. Each tier includes a team-seat allowance that grows with you.
Training & certification
Free xBav Certified Pro program for your staff. Get listed in our public firm directory.
Migration concierge
We import your existing books from QBO, Xero, or anywhere else. Most firms are live in under a week.
Enterprise security
SOC2-ready, AES-256 at rest, immutable audit log, role-based access. Sell to enterprise clients with confidence.
Volume discounts
Discounted rates kick in automatically as your transaction volume grows — no contract renegotiation.
Dedicated CSM
A real person who knows your firm, your clients, and your workflows. No support queues, no chatbots.
Practice analytics
See realized margin per client, hours spent per close, and where to deploy your team next.
Pay for transactions. Not seats.
Pricing scales with your book’s transaction volume — add as many CPAs to your account as you need at no extra cost.
- Core AI categorization
- Bank reconciliation
- Single user
- Email support
- Everything in Starter, plus:
- 5 team seats
- Documents Pro OCR
- Multi-client dashboard
- White-label portal
- Priority support