Your AI assistant
for upselling &
retaining clients.
Starfish helps bookkeepers:
Automate financial reports
No need to spend hours combing through data to manually create reports. Starfish delivers ready-to-share insights.
Proactively identify errors
Find and resolve data entry errors, missing transactions, duplicates, and inconsistencies to ensure everything adds up.
Enhance client relationships
Provide clients with clear, easy-to-understand reports that show them how to save money and improve profitability.
Upsell your services
Use Starfish as a tool to offer higher-value advisory services and position yourself as a strategic partner for your clients.
How it works
1. Connect your accounting, simplify your life
API integrations with QuickBooks (Online + Desktop), Xero, Restaurant365, and others allow us to extract and compile financial data accurately and securely.
2. Gain perspective with powerful benchmarking
Our advanced benchmarking tools use AI to consolidate client data and provide industry-specific performance insights.
3. Actionable tasks for strategic cost reduction
We provide white-labeled reports with personalized, data-driven insights, showing you how to help your clients reduce costs and increase profitability.