For CPA Firms & EAs
White-label QBO & Xero write-up capacity, desktop-to-cloud conversions, and automated client intake.
Insured US FinOps Partner
US-Insured Financial Operations, Xero & QBO Cleanups, A2X E-Commerce Sync & White-Label Capacity.
Multi-platform bookkeeping, zero-loss data migrations, A2X revenue reconciliation, and custom API automation—backed by a $1M E&O liability policy.
- US-Registered LLC
- $1M E&O Insured
- QBO & Xero Certified
- A2X E-Commerce Partners
- n8n & Make Automation Experts
- 100% NDA Protected
Choose your path
Four funnels, one insured back office
Whether you run a CPA practice, a Shopify brand or a services SMB, we plug into your ledger and take the operational weight off your team.
For E-Commerce Merchants
Automated gross-to-net revenue matching, COGS tracking, and payout clearing via A2X (Shopify, Amazon, Stripe, Walmart).
For Multi-Platform Migrations
Seamless zero-data-loss conversions between QuickBooks Online, Xero, Desktop, or legacy CSV files.
For Messy Ledgers
Rapid 14-day historical QBO/Xero catch-up and balance sheet reconciliation.
Services
Everything between the bank feed and the board deck
Certified across QuickBooks Online, Xero and QuickBooks Desktop, with an automation team that builds the pipes in between.
White-Label Write-Ups
Overflow capacity under your firm's brand, workpapers and review standards.
- Firm-branded deliverables
- Fixed per-file pricing
- Signed NDA + E&O coverage
Cloud Migrations (QBO ↔ Xero)
Chart of accounts mapping, historical transfer and parallel-run validation.
- QBD → QBO / Xero
- Trial balance tie-out
- Zero data loss guarantee
A2X E-Commerce Engine
Payout-level reconciliation for Shopify, Amazon, eBay, Walmart and Stripe.
- Fee & refund splits
- Sales tax liability mapping
- Accrual COGS
API Automation (Make / n8n)
Replace manual CSV imports with monitored, idempotent financial pipelines.
- Webhook ingestion
- Error alerting
- Custom API connectors
Monthly Financial Management
Full-charge close, AP/AR, payroll journals and management reporting.
- Day-10 close
- KPI dashboards
- Dedicated FinOps lead
Integration Architecture
One ledger of record, connected cleanly to every gateway and sales channel.
- Clearing account design
- Multi-currency handling
- Documented data flow
$1M
E&O professional liability coverage per engagement
14 days
Typical turnaround for a 12-month catch-up file
0
Data-loss incidents across migrations completed
100%
Engagements executed under mutual NDA
Interactive estimator
Estimate your flat-rate setup tier
Select your general ledger, sales channels, integrations and backlog to see an indicative flat-rate range and turnaround window.
Current36 months
Tier 2 — Advanced
$2,250 – $3,050
Estimated flat-rate setup & catch-up range
- Estimated turnaround
- 9 business days
- Channels connected
- 1
- Automations scoped
- 1
Lock In This Flat Rate
Indicative only. Final quote issued after a free diagnostic review.
How we engage
A predictable, documented onboarding
No open-ended hourly billing and no surprise scope. Every engagement follows the same four checkpoints.
- Step 01
Diagnostic Review
We inspect the file, list every broken account and quote a flat rate — free.
- Step 02
NDA & Access
Mutual NDA signed, least-privilege access issued, credentials vaulted.
- Step 03
Build & Reconcile
Migration, cleanup or A2X architecture executed with weekly checkpoints.
- Step 04
Validate & Hand Off
Trial balance tie-out, documentation, and an ongoing monthly cadence.
US Jurisdiction
AGI Tech Systems LLC is registered in New Mexico, USA. All contracts are governed under US law.
$1M E&O Insured
Every engagement is covered by a $1,000,000 Errors & Omissions professional liability policy.
NDA & Data Compliance
Mutual NDAs, least-privilege access, encrypted credential vaults and SOC-aligned handling procedures.
Built for scale
One team, every platform in your finance stack
QuickBooks Online, Xero, QuickBooks Desktop, A2X, Shopify, Amazon, Stripe, PayPal, Gusto, Bill.com, Make.com and n8n — configured as one coherent system, not a pile of disconnected apps.
Inventory & COGS
Accrual-based cost tracking across channels.
Sales Tax Mapping
Marketplace-facilitated tax handled correctly.
Clearing Accounts
Gateway payouts reconcile to the cent.
Monitored Pipelines
Alerting when a sync fails, before close.
Ready to offload the ledger work?
Book a 10-minute intro call. We scope the file, quote a flat rate, and sign an NDA before any data moves.