FiscalIQ
The AI-native ledger your firm has been waiting for.
Predictive close. 90–95% automated categorization. A white-label portal in your brand. Built by Boardrooms to Backroads for CPA firms running dozens of client ledgers, and for businesses that want their books to run themselves.
Co-developed by Boardrooms to Backroads Consulting LLC · Patent pending · Launching 2026
Accounting where AI is the architecture, not an add-on.
FiscalIQ matches what the best modern tools do, then adds the layer purpose-built firms and scaling businesses have been missing.
Predictive close & cash flow
AI agents that predict, not just categorize. Anomaly scoring and forward forecasting, so your team works ahead of month-end.
90–95% auto-categorization
LLM-powered categorization that learns your patterns. AI drafts, a human approves, and the close happens in hours.
White-label portal
Your brand, your domain. Clients see your firm's platform, positioning you as the technology leader.
Multi-client ledger
Isolated books per client with one firm-wide dashboard. P&L, cash, and anomaly detection at a glance.
Tax-readiness layer
Books stay export-ready all year. AI flags tax-relevant transactions and keeps categorization consistent.
Workflow automation
Close queues, staff assignment, review and approval workflows, and client-facing reporting packs.
Built for your side of the ledger.
The same AI-native core, tuned for two audiences. Both open for founding-firm early access.
For accounting firms
Firms managing many client ledgers who need automation, isolation, and a portal that carries their brand.
- Multi-client architecture, isolated books
- Close queues, staff assignment, reviews
- White-label client portal on your domain
- Predictive cash flow and close, per client
For growing businesses
Founders and finance leads who want clean, current books and forward-looking visibility without a full team.
- 90–95% automated categorization
- Live P&L, cash position, anomaly alerts
- Predictive cash-flow forecasting
- Export-ready books at tax time
Built to the standards your firm is held to.
Every control an auditor looks for, engineered in from day one, across security, financial reporting, privacy, and payments.
Security & infrastructure
- SOC 2 Type II
- ISO 27001
- AES-256 at rest
- TLS 1.3 in transit
- MFA & SSO
- Role-based access
Financial controls
- SOC 1 / SSAE 18
- GAAP-aligned
- SOX-ready controls
- IRS e-file standards
- Append-only audit trail
Data privacy
- GDPR
- CCPA / CPRA
- Encrypted client isolation
- Data residency controls
- Right-to-erasure ready
Payments
- PCI DSS
- Tokenized card data
- No raw card storage
FiscalIQ is engineered and aligned to these frameworks from day one. Formal third-party certifications (SOC 1, SOC 2 Type II, ISO 27001, PCI DSS) are pursued as the platform reaches general availability.
What firms ask before they join.
What is FiscalIQ?
AI-native accounting built for CPA firms managing multiple client ledgers and for growing businesses. AI drafts the books, predicts the close, and forecasts cash flow, with SOC 2 Type II security from launch.
When does it launch?
FiscalIQ is in private beta now. Founding firms on the waitlist get early access before general availability, plus a hand in shaping the roadmap.
Is my client data secure?
Yes. FiscalIQ is built to SOC 2 Type II with an append-only audit trail, role-based access controls, and encrypted data isolation for every client. Security is part of the architecture, not a later add-on.
How is it different from QuickBooks or Xero?
Those are strong general-ledger tools. FiscalIQ is architected for firms running dozens of client books with AI at the core, plus a white-label portal and predictive close that legacy tools were not built to provide.
What does early access cost?
Joining the waitlist is free. Pricing is scoped to your seat count, client volume, and edition. Founding firms qualify for anchor pricing locked in as the platform grows.
Be first on the AI-native ledger.
Spots for founding firms are limited. Join the waitlist and the team reaches out as early access opens.
Patent pending