AUTOMATE YOUR BOOKKEEPING REVIEWS
VERIFYiQ works with QuickBooks and Xero to make your bookkeeping more accurate and efficient.
A Few Words From Our CEO
Schedule a Demo
AUTOMATE YOUR BOOKKEEPING REVIEWS
VERIFYiQ works with QuickBooks and Xero to make your bookkeeping more accurate and efficient.
Schedule a Demo
A Few Words From Our CEO
Time is money. Save time and increase accuracy with VERIFYiQ.
VERIFYiQ is at the cutting edge of Accounting Quality Automation (AQuA). Here are just some of the ways our AQuA program can change your business.
Catch 80% of All Common Errors
Increase Efficiency
The more efficient you are, the more money you make. VERIFYiQ will save time and make your bookkeeping more efficient, so you can do more and bill more.
Scale!
The biggest challenge in scaling an accounting firm is quality. As the practice gets bigger, time pressures often translate into lower file quality. VERIFYiQ fixes this problem by automating the review process, so your firm can grow in size and profit.
Associate Empowerment
Quality leads to efficiency. When your associates feel confident in their accuracy while working independently, they can work faster and more efficiently. VERIFYiQ helps them do this by providing immediate feedback to help associates identify and solve problems on their own, before sending their work to a manager.
“VERIFYiQ has quickly become an essential part of our operations and has improved efficiency and quality across the board. Our team is really loving how it’s such a time saver.”
Julianne Autry
Founder of Financial Foothold
FAQs for Accountants
The API key on our Enterprise Plan allows you to create a zap to the software of your choice and push the completed review data into that software. You can use this for pretty much any software, as long as it integrates with Zapier.
If you’re on our Enterprise Plan, this option is super easy to find and use. Just go under company settings, click on “API Integration”, then use the given API key to create a zap. Easy-peasy!
If you’re using our Team or Enterprise Plans, there are two easy-to-use dashboards.
The first is the Firm Dashboard. This contains a list of your clients, as well as the review status of each review so you can get most of your information with a quick glimpse.
The second is the Client Dashboard. This one contains important client bookkeeping information, including banking, credit card accounts, and associated transactions. This way, you can find any financial information you need with the click of a button.
VERIFYiQ takes security very seriously. That’s why VERIFYiQ only has a view-only connection with your accounting software. That means any changes made within VERIFYiQ will not affect your QuickBooks file or your Xero file. You must make any changes directly in the accounting software.
Another way that VERIFYiQ takes security very seriously is that we offer two-factor authentication. In fact, if you’re on our Enterprise Plan, you can easily enable or disable two-factor authentication for all users.
If you’re on our Team or Enterprise Plan, you only need two people in order to run a review, and those are a bookkeeper and a reviewer.
In VERIFYiQ’s Team and Enterprise plans, there are two types of review notes that are possible. These are summary comments and query comments, and both of these are available for the bookkeeper and the reviewer to take advantage of.
Summary comments are great for matters concerning the overall health of the client, or the overall status of their books.
On the other hand, query comments are for going into detail. You can also match the comment type to the tab or section within VERIFYiQ. So, for example, if you need to leave a specific comment regarding the reconciliation, you can tie it to the reconciliation section.
Yes, you can have test rules that are specific to each client.
If you’re on our Team or Enterprise Plan, the test rules correspond to the tabs on the Dashboard – there is the “Reconciliation” Test Rule, “General Ledger” Test Rule, “Income Statement” Test Rule, and several others. Each rule is easy to change / update within VERIFYiQ.
Well that one is easy! You can sign up for a live demo with someone from our team to see it in action and get your questions answered. Upon signing up you will have instant access to a prerecorded demo so you can get a feel for it before your live demo.
Time is money. Save time and increase accuracy with VERIFYiQ
VERIFYiQ is at the cutting edge of Accounting Quality Automation (AQuA). Here are just some of the ways our AQuA program can change your business.
Catch 80% of All Common Errors
Increase Efficiency
The more efficient you are, the more money you make. VERIFYiQ will save time and make your bookkeeping more efficient, so you can do more and bill more.
Scale!
The biggest challenge in scaling an accounting firm is quality. As the practice gets bigger, time pressures often translate into lower file quality. VERIFYiQ fixes this problem by automating the review process, so your firm can grow in size and profit.
Associate Empowerment
Quality leads to efficiency. When your associates feel confident in their accuracy while working independently, they can work faster and more efficiently. VERIFYiQ helps them do this by providing immediate feedback to help associates identify and solve problems on their own, before sending their work to a manager.
“VERIFYiQ has quickly become an essential part of our operations and has improved efficiency and quality across the board. Our team is really loving how it’s such a time saver.”
Julianne Autry
Founder of Financial Foothold
FAQs for Accountants
The API key on our Enterprise Plan allows you to create a zap to the software of your choice and push the completed review data into that software. You can use this for pretty much any software, as long as it integrates with Zapier.
If you’re on our Enterprise Plan, this option is super easy to find and use. Just go under company settings, click on “API Integration”, then use the given API key to create a zap. Easy-peasy!
If you’re using our Team or Enterprise Plans, there are two easy-to-use dashboards.
The first is the Firm Dashboard. This contains a list of your clients, as well as the review status of each review so you can get most of your information with a quick glimpse.
The second is the Client Dashboard. This one contains important client bookkeeping information, including banking, credit card accounts, and associated transactions. This way, you can find any financial information you need with the click of a button.
VERIFYiQ takes security very seriously. That’s why VERIFYiQ only has a view-only connection with your accounting software. That means any changes made within VERIFYiQ will not affect your QuickBooks file or your Xero file. You must make any changes directly in the accounting software.
Another way that VERIGYiQ takes security very seriously is that we offer two-factor authentication. In fact, if you’re on our Enterprise Plan, you can easily enable or disable two-factor authentication for all users.
If you’re on our Team or Enterprise Plan, you only need two people in order to run a review, and those are a bookkeeper and a reviewer.
In VERIFYiQ’s Team and Enterprise plans, there are two types of review notes that are possible. These are summary comments and query comments, and both of these are available for the bookkeeper and the reviewer to take advantage of.
Summary comments are great for matters concerning the overall health of the client, or the overall status of their books.
On the other hand, query comments are for going into detail. You can also match the comment type to the tab or section within VERIFYiQ. So, for example, if you need to leave a specific comment regarding the reconciliation, you can tie it to the reconciliation section.
Yes, you can have test rules that are specific to each client.
If you’re on our Team or Enterprise Plan, the test rules correspond to the tabs on the Dashboard – there is the “Reconciliation” Test Rule, “General Ledger” Test Rule, “Income Statement” Test Rule, and several others. Each rule is easy to change / update within VERIFYiQ.
Well that one is easy! You can sign up for a live demo with someone from our team to see it in action and get your questions answered. Upon signing up you will have instant access to a prerecorded demo so you can get a feel for it before your live demo.
A Few of Our Clients
Automate the Review Process for Your Accounts
Bookkeeping has to be precise, but we’re all human. Cut out the timely and costly review process by letting VERIFYiQ automate it for you. Our software will check behind your accountants and catch any mistakes immediately, so you can focus on growing your business.
Features and Pricing
Compare our plans to see which one is right for your firm.
Quality Control
for Accountants
Unlimited scans
Includes 25 clients
QuickBooks online integration
Xero integration
Bank Rec. tests
General Ledger tests
- A/R and A/P test
- Undeposited funds test
Balance sheet tests
Income statement tests
- Error explanations
Downloadable report
- Checklist
- Comment tracking
- Email notifications
- Custom rules
- Manager approvals
Review process
Review history
Minimum acceptable score
Two-factor authentication
Quality Control
for Accounting Firms
(includes SALESiQ)
Unlimited scans
Includes 100 clients
QuickBooks online integration
Xero integration
Bank Rec. tests
General Ledger tests
- A/R and A/P tests
- Undeposited funds test
Balance sheet tests
Income statement tests
- Error explanations
Downloadable report
- Checklist
- Comment tracking
- Email notifications
- Custom rules
- Manager approvals
Review process
Review history
Minimum acceptable score
- Two-factor authentication
API with Zapier
SalesIQ
Onboarding Support
A Few Words From Our Happy Customers
We believe that we can only be successful when we’re really making a difference for our customers. We are committed to listening to feedback & are constantly working to improve and make our system better. We’re proud that so many of our customers have such great things to say about VERIFYiQ!
“We were an early adopter of VERIFYiQ to streamline our bookkeeping quality management. VERIFYiQ has helped us maintain quality while saving a full FTE manager in our bookkeeping practice. Seeing The Outsourced Accountant and VERIFYiQ join forces is a natural fit. Firms can grow their practices with cost-effective overseas staffing while streamlining bookkeeping workflow with a tool designed for remote teams communicating asynchronously.”
Kenji Kuramoto
Founder of Acuity
“Our team uses VERIFYiQ with all QuickBooks Online client files. This awesome app enables us to hire junior bookkeepers, yet have them deliver high-quality work quickly. My junior team can come to me with greater confidence that their file work is close to done. I now only review files that are 80%+ correct, saving me countless hours.”
Amanda Mungal
Founder of It’s Your Time
“My firm has been using VERIFYiQ since the beta to qualify our client books. Not only has it reduced our time-to-close, but clients are assured the books are accurate. We’ve told our clients we use it and they love that there is technology to verify the quality of our bookkeeping.“
Brian Clare
Co-Founder of Blueprint
“VerifyiQ has really improved and made our quality control more accountable. We are able to have our accountants submit work and get an immediate score and feedback on what to repair or fix in the financials.“
Tony Mauro
CPA, EA, CFP®, CLU®, ChFC®, Certified Profit First Coach
A Few Words from Our Happy Customers
We believe that we can only be successful when we’re really making a difference for our customers. We are committed to listening to feedback & are constantly working to improve and make our system better. We’re proud that so many of our customers have such great things to say about VERIFYiQ!
“We were an early adopter of VERIFYiQ to streamline our bookkeeping quality management. VERIFYiQ has helped us maintain quality while saving a full FTE manager in our bookkeeping practice. Seeing The Outsourced Accountant and VERIFYiQ join forces is a natural fit. Firms can grow their practices with cost-effective overseas staffing while streamlining bookkeeping workflow with a tool designed for remote teams communicating asynchronously.”
Kenji Kuramoto
Founder of Acuity