For Accountants & Bookkeepers

Be the accountant who
always has the answer.

Your clients ask the same questions every month. DuoNex connects to their QuickBooks and gives you instant, plain-language answers — before they even finish explaining what they need.

LP
Lionshare Properties
Real Estate · Seattle
+12.4%
Revenue growth
DD
Dutch Dog Design
Distribution · WA
$84,200
Cash on hand
BC
Bright Coast Cafe
Food & Beverage · OR
-8.2%
Net margin
NW
NW Med Supplies
Healthcare · WA
4.2x
Current ratio

Your clients ask great questions.
Finding the answers shouldn't take hours.

Every client meeting starts with the same questions. Every question means another round of report-pulling, exporting, and calculating. DuoNex eliminates that cycle.

Without DuoNex

Client asks: "How are we doing this month?"
Log into their QuickBooks Online
Run P&L, balance sheet, cash flow
Export to Excel, build calculations
Write up a summary to send back

45–60 minutes per client question.

With DuoNex

Client asks: "How are we doing this month?"
Switch to their company in DuoNex
Ask the question in plain language
Get a complete answer with context
Walk into the meeting fully prepared

30 seconds. Every time.

Walk into every client meeting prepared.

No prep time. No surprises. Know their margins, cash, and trends before they ask.

1

Sign up with your own QuickBooks

Connect DuoNex to your own practice QuickBooks account first. Use your 50 free questions to experience the product on your own books.

2

Upgrade to the Accounting plan

At $149/month you can manage up to 5 client companies from one dashboard. Each client authorizes DuoNex once — then you have instant access.

3

Ask questions across all clients

Switch between clients in one click. Ask any financial question and get a clear, contextual answer in seconds. Generate annual reports, detect anomalies, explain changes.

What you can do for every client

📊

Instant financial overview

Health score, P&L, cash position, and margins in seconds

📄

Professional annual reports

Full narrative, Word export, multi-year CAGR — generated in one question

🔍

Anomaly and duplicate detection

Unusual transactions flagged automatically before you even look

🧠

Causal explanations built in

Why did margins drop? What caused the cash decrease? Root cause analysis instant

⚖️

Intercompany balance audit

Due To / Due From balances checked and reconciliation issues flagged

🌐

Any language, any question

Ask in English, Dutch, Spanish or French. DuoNex responds the same way

From data gathering to trusted advisor.

DuoNex handles the data. You deliver the insight. That's a fundamentally different kind of practice.

📞

Client calls with a question

"We had a great revenue month but cash is still tight — what's going on?"

You ask DuoNex the same question. In 10 seconds you have a complete answer — accounts receivable timing, burn rate, working capital — and you call back sounding like you had already reviewed everything.

📅

Quarterly review meeting

30 minutes before the meeting you used to scramble through reports.

Now you ask DuoNex: "How is this client doing vs last quarter?" and walk in with a clear picture of performance, trends, and three specific things worth discussing.

📄

Annual report time

Writing the annual report used to take 3–4 hours per client.

Ask DuoNex: "Create annual report for 2025." A complete report with executive summary, all financial sections, risks and recommendations downloads as a Word document in 30 seconds. You review, refine, and send.

🚨

Spotting problems early

Before DuoNex, issues showed up at year end.

Now DuoNex flags unusual transactions automatically. A fuel expense that's 6x the average. A duplicate payment. An intercompany balance that doesn't reconcile. You catch it in March — not December.

The leverage is significant.

Every hour saved per client compounds across your entire practice. That time is either recovered as profit — or reinvested in more clients.

~2 hrs

saved per client per month on data gathering and report preparation

$3,000

recovered per month across 10 clients at $150/hr billable rate

20x

return on investment at $149/month Accounting plan

This isn't just about saving time.

It's about being the accountant who catches problems before clients notice them, delivers reports in minutes not days, and walks into every meeting with complete confidence. That's a different kind of practice.

Start with your own books.
Scale to your entire practice.

Every accountant starts the same way — with their own QuickBooks and 50 free questions. Upgrade when you're ready to bring clients in.

Starter
$39
per month

For accountants who want to experience DuoNex on their own practice books first.

  • 500 questions / month
  • 1 company (your own)
  • Core financial metrics
  • Annual report (structured)
Start Free
Most popular for accountants
Accounting
$149
per month

Everything you need to manage and advise up to 5 client companies intelligently.

  • Unlimited questions
  • Up to 5 client companies
  • Professional annual reports + Word
  • Anomaly and duplicate detection
  • Causal chain analysis
  • Client dashboard + instant switching
  • Industry benchmarks
  • Additional seats $49/seat/mo
Start Free — 50 Questions → Or upgrade immediately →
Bookkeeper Pro & Firm Pro
Coming Soon

For independent bookkeepers managing up to 25 clients and accounting firms with unlimited client companies, custom branding, and API access.

  • Bookkeeper Pro — $299/mo (25 clients)
  • Firm Pro — $499/mo (unlimited clients)
  • Custom branding in reports
  • API access
Join the waitlist →

Start with your own books.
Know the difference in 50 questions.

Sign up with your own QuickBooks account. Use the 50 free questions on your own practice. You will know exactly how much time DuoNex saves before you spend a dollar.

Try it free — 50 questions included → Talk to us

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