bolt™ combines cutting-edge technology with human conversational intelligence
bookkeeper360, trusted by thousands of small businesses and cpas since 2012 and ranked as the best online bookkeeping service by nerdwallet and forbes, is launching a new ios and android mobile and web application featuring bolt (business optimization learning technology), an ai-powered virtual cfo.
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the platform integrates with quickbooks, xero, and gusto to deliver real-time financial insights, actionable intelligence through visual dashboards, and personalized guidance. business owners can communicate directly with their accountant, track projects in real-time, and receive push notifications for critical financial alerts.
“business owners are drowning in financial data but starving for insights,” says nick pasquarosa, founder and ceo of bookkeeper360. “we built this app to bridge that gap. bolt delivers instant intelligence for everyday decisions while our expert accountants provide guidance when situations get complex, giving clients the best of both worlds.”
“bookkeeper360 is a prime example of how our ecosystem partners are leveraging xero’s robust platform to deliver cutting-edge ai solutions,” says andrew kanzer, managing director of north america, xero. “we know from our research that us businesses are eager for ai, but they need trusted advisors to help them navigate it safely. solutions like bolt deliver that confidence while handling the operational heavy lifting. this allows business owners to shift from day-to-day management to strategic oversight.”
at the center of the platform is bolt, an ai-powered virtual cfo that continuously monitors a business’s financial health and alerts management to critical changes. bolt identifies cash flow risks before they become problems, estimates tax liabilities, and tracks revenue trends in real-time.
business owners can interact with bolt through a natural conversational interface, asking questions like “how’s my cash flow?” and receive instant, comprehensive insights.
key features
- real-time financial dashboards
- live updates on revenue, expenses, gross profit, and net income with customizable views and goal tracking to monitor year-to-date performance against annual targets.
- advanced cash flow management
- cash runway calculations show how long current reserves will last, and cash analyzer tools break down inflows and outflows to identify trends and opportunities.
- payroll analytics integration
for businesses using gusto, the app provides insights into payroll costs by department, headcount trends, and the relationship between staffing decisions and business performance. one-click connections to xero, quickbooks online, and gusto keep all financial information in sync across systems. direct access to bookkeeper360’s u.s.-based team of cpas, accountants, and fractional cfos provides guidance when questions exceed the scope of automation.