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Built for Every Workflow

Whether you're a solo bookkeeper or a growing firm, xBav.ai scales with your business.

Serve more clients, earn more revenue

Solo Bookkeepers

Automate data entry, categorize transactions with AI, and serve more clients without hiring.

  • Auto-categorize transactions with 99% accuracy
  • Batch process bank statements in minutes
  • Client portal for document collection
  • Generate tax-ready financials automatically
Scale your practice efficiently

Small CPA Firms

Scale your practice with standardized workflows, client portals, and bulk processing tools.

  • Standardized workflows across all clients
  • Multi-entity consolidation reporting
  • White-label client portal
  • Bulk processing for month-end close
Simple, accurate bookkeeping

Small Business Owners

Simplify your books with AI-powered categorization and one-click financial reports.

  • Real-time financial visibility
  • AI categorizes as you go
  • Bank feed integration
  • Tax-ready books year-round
Multi-entity made simple

Real Estate & Holdings

Multi-entity consolidation, property-level reporting, and loan schedule management.

  • Unlimited entities included
  • Property-level P&L reporting
  • Loan amortization schedules
  • Consolidated financial statements
Manage more clients, deliver more value

Fractional CFOs

Manage multiple clients with dashboards, real-time insights, and professional reporting.

  • Client dashboards at a glance
  • Real-time KPI monitoring
  • Professional-grade reports
  • Secure client data sharing

Trusted by Forward-Thinking Firms

See what accounting professionals and business leaders say about xBav.ai

"xBav saved us 20+ hours per month on manual data entry. The AI categorization is incredibly accurate, and we only need to review exceptions."
S
Sarah Chen
Managing Partner at Chen & Associates CPA
500+
CPA Firms
10K+
Transactions/Month
99.2%
AI Accuracy
40%
Time Saved

Not Sure Which Solution Fits?

Book a quick call with our team and we'll help you find the perfect setup.