Know your booksare correct.
Vortex Books is an AI bookkeeper that closes your books for you — reconciled, categorized, and audit-ready. Without you ever learning accounting.
Get started Bank-grade security · SOC 2 · Audit-ready
From receipts to reconciled — automatically.
The agent works continuously in the background. You show up only for the decisions that need a human.
Link your banks, cards, Stripe, and payroll. Vortex Books pulls every transaction the moment it clears.
It categorizes, matches receipts, reconciles accounts, and writes the journal entries — continuously, not at month-end.
Approve the handful of exceptions the agent flags. Close the month in one click, audit-ready.
Everything the books need.
A full accounting stack, run by an agent. No spreadsheets, no shoebox of receipts, no bookkeeper on retainer.
Every account tied out to the penny, automatically — the agent matches and clears as transactions land.
Double-entry done right. A full general ledger you can drill into, with entries the agent explains in plain language.
A close that takes minutes. Vortex Books runs the checklist, surfaces what needs a human, and locks the period.
P&L, balance sheet, and cash flow — live, accurate, and ready to hand to an investor or a lender.
Depreciation schedules that maintain themselves. Nothing slips, nothing gets double-counted.
One place for everything that needs you. The agent asks, you answer, the books stay correct.
Reconciled to the penny — in real time.
Watch transactions clear, match, and post themselves. This is your ledger, always current — never a scramble at month-end.
An accountant that never sleeps.
The agent reads every transaction, learns how you run your business, and does the bookkeeping the way a great accountant would — then explains its work in plain language.
- Categorizes and reconciles the moment money moves
- Flags only what genuinely needs your judgment
- Answers “why is this here?” for every number
Connects to everything your money touches.
Link the accounts and tools you already use — Vortex Books pulls the data and does the rest.
Don't see yours? We add new connections every week.
Pricing that scales with your books.
Start free. Upgrade when the agent is doing more of the work.
For solo founders keeping their first set of books.
Get started- 1 business
- Bank, card & Stripe sync
- Auto-categorization
- Monthly close
- Email support
For growing businesses that want the agent running the books.
Get started- Everything in Starter
- Unlimited accounts
- Receipt matching
- Live financial reports
- Fixed assets & depreciation
- Priority support
For accountants running the books for many clients.
Talk to us- Everything in Growth
- Unlimited clients
- Client workspaces
- Role-based access
- Dedicated success manager
All plans include bank-grade security and SOC 2 compliance.
Vortex Books vs. the old way.
The same books — without the busywork, the learning curve, or a bookkeeper on retainer.
| Vortex Books | QuickBooks | Xero | |
|---|---|---|---|
| An AI agent does the bookkeeping | – | – | |
| Reconciles continuously, not at month-end | – | – | |
| Explains every entry in plain language | – | – | |
| One-click month-end close | Manual | Manual | |
| Bank, card & Stripe sync | |||
| Live financial reports | |||
| Needs an accountant to operate | No | Usually | Usually |
| Time to set up | Minutes | Hours | Hours |
Businesses that stopped worrying about their books.
Real teams, real closes — and no accounting degree in sight.
“I used to dread month-end. Now it closes itself and I just approve what the agent flags. First time my books have ever been current.”
“It reconciled a year of transactions in an afternoon and caught things my old bookkeeper missed. The plain-language explanations are the killer feature.”
“My accountant works in the same books I do. No more back-and-forth emails, no more shoebox of receipts at tax time.”
Questions, answered.
Everything worth knowing before you start.
Do I need to know accounting?
No. Vortex Books does the bookkeeping — you only weigh in on the handful of exceptions the agent flags.
How does it connect to my accounts?
Through secure, read-only connections to your banks, cards, Stripe, and payroll. Vortex Books never moves your money.
Is my financial data secure?
Yes — bank-grade encryption, SOC 2 compliance, and read-only access. Your data is yours, always.
Can my accountant use it too?
Absolutely. Invite your accountant into the same books with their own role and access — no exports, no email chains.
What actually happens at month-end?
Vortex Books runs the close checklist automatically, surfaces anything that needs a human, and locks the period in one click — audit-ready.
Can I cancel anytime?
Yes. No contracts and no lock-in — cancel whenever you like.
Close your books in minutes,not weeks.
Start today. Your first close is on us — no card required.
Get started- No card required
- Your accountant works in it too
- Bank-grade security