ccMonet—The AI Operating System for Modern Accounting Firms
Multiply your efficiency, manage hundreds of clients with ease, and evolve from bookkeeping to high-quality advisory that delivers real business value.Certified secure. You stay in control of your data, and your client.
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5.0
Why Choose ccMonet?
Real Value at Every Step
Practical Benefits Built for Today’s Firms
Win Back Time
Save hours per client each month—shift from manual tasks to strategic work.
Lower Risk
Say goodbye to manual errors—AI flags issues before they escalate.
Replace 90% of repetitive manual and mundane work with powerful AI, freeing up your team to focus on complex audits, analysis, and client communication.
Bulk Document Processing
Bulk document processing: Handle multi-language invoices and statements from global clients.
Smart Bookkeeping & Reconciliation
AI-powered data entry and intelligent matching reduce errors and eliminate tedious manual work.
Custom Rule Engine
Define automated accounting logic for specific clients or industries.
Multi-Client Management Hub
Manage all your client accounts from a single, unified platform. Scale seamlessly without worrying about team collaboration or data silos.
Unlimited Client Accounts
Manage all your clients under a single subscription.
Team Roles & Permissions
Granular control over each team member's roles and access to client information.
Client Collaboration Portal
Simplify how you share, collect, and collaborate securely and efficiently.
Library
Manage all your clients’ documents, securely organised in one place.
Business Reporting & Compliance Suite
Generate polished financial reports instantly — and transform numbers into powerful business insights, increasing service value.
Real-time Multi-Client Dashboard
Monitor, compare, and manage client financials and performance from a single, live interface.
Custom Report Builder
Create customised reports that align with each client’s unique business needs.
Complete Audit Trail
Every action is logged, making audits painless.
One-Click Tax Exports
Create accurate, tax-ready files aligned with local regulations.
Open Ecosystem & Integrations
Seamlessly integrate with your existing software stack, or even offer ccMonet as part of your own branded service to create a unique competitive advantage.
Open API Access
Connect with your in-house CRM or other systems.
Bi-directional Sync
Sync data with major platforms like Xero and QuickBooks.
White-Label / Co-Branding Options
Offer our services under your own brand.
Smarter Tools to Power Your Practice
Automated Bookkeeping
- Multilingual, multi-format AI document scanning - Smart categorization and auto-matching of transactions - Real-time dashboards for you and your clients
Instant insights into your clients’ financial position
Real-time synced transaction history
Every entry is traceable and exportable
Effortlessly produce year-end financial statements tailored to your business needs.
Compute your company's tax obligations for the financial year easily
Exclusive Partner Program
Grow with a Partner That Grows With You
Unlocking New Opportunities for Your Accounting Practice
Referral Bonuses
Earn when your friends sign up through you.
Accountant Directory Listing
Be discovered by new SME clients.
Dedicated Partner Success Manager
Personalized onboarding and ongoing strategic support.
Free Client Migration Service
Migrate from QBO, Xero and more—fully handled by our team.
What Our Partners Say
Real Success Stories from Forward-Thinking Accounting Firms
As a solo practitioner handling F&B clients, I used to spend hours sorting receipts from multiple outlets. ccMonet cut my monthly processing time by over 60%. What surprised me most? My clients stopped asking about missing data—it’s just always there now.
Time saved: ~15 hours/month
Clients served: 12 F&B outlets
Sophia Tan
Senior Consultant | Boutique Accounting Firm
We support e-commerce businesses globally, often working with mixed currencies and messy uploads. ccMonet's OCR engine is next-level—receipt parsing from Amazon JP, Etsy, even GrabPay is spot on. And their reimbursement module? A game-changer.
Global clients in 6 countries
Multi-currency processing accuracy: 98%
Daniel Reyes
Founder | Remote Bookkeeping Agency
We were skeptical about hybrid platforms at first. But ccMonet’s combo of automation and human review really won us over. Our month-end close went from 3 days to under 1.
Month-end close reduced by 67%
Get expert reponses within 1 hour during working hours
Claire Zhang
Managing Partner | Mid-sized CPA Firm
Working with clinics means handling complex payroll rules. ccMonet lets us configure everything to the field level. Our clients stay compliant, and our team stays confident.
Reconciling POS reports used to take 5+ hours per client. With ccMonet, it’s under 90 minutes. Even our junior staff can now manage month-end reports with confidence.
Reconciliation time reduced by 70%
Team self-sufficiency increased significantly
Thomas Wells
CPA | Retail-focused Accounting Network
Startups want speed and clarity, not spreadsheets. ccMonet’s clean UI and Q&A insights are perfect. We use it for every new client now.
3-step financial onboarding for new clients
5+ startup clients onboarded monthly
Nicole Lim
Co-founder | Virtual Finance Team for Startups,
Want to know ccMonet’s pricing?
Get your custom quote for free and discover a smarter way to manage finance and tax. Simple to start. Smart to grow. Reliable in the long run.