Categorize transactions
Clears Uncategorized using the client's own history. Anything over your limit, or from a new payee, is left for a person.
Changes one field. Each change undoable.
Native QuickBooks Online integration For bookkeeping firms
Every client's books, done the right way.
Symphony uses AI to categorize transactions, prepare reconciliations and chase receipts across your whole client list — then stops wherever a bookkeeper should decide. Every change is logged with what was there before, and any of it can be undone.
- Read-only until you switch it on
- Every change undoable
- Built into QuickBooks Online
Run
Categorize transactions
Live mode
- Client
- Harbor Dental
- Categorized
- 138
- Left for you
- 3
-
Amazon Business
Over your $2,500 limit. Last three like it went to Dental Supplies; this one includes a monitor.
Dental Supplies Equipment Split… -
Venmo · J. Ortiz New payee
-
Transfer · ··8812 Unknown account
138 changes logged with their before-values
Undo run
Native QuickBooks Online integration.
In the client's own file
Work happens directly in each client's QuickBooks company. No exports, no spreadsheets, no re-keying.
Their setup, as it is
Uses each client's chart of accounts, vendors, classes and bank feeds exactly as you've set them up.
Connected in a minute
Sign in with QuickBooks, pick the client, and you're connected — read-only until you say otherwise.
- 01The routine work, done for every client
- 02A bookkeeper signs off on anything unclear
- 03One process the whole team follows
- 04The owner sees every client's progress at a glance
01The work
The jobs that eat the month, handled before you open the file.
Each job is a piece of bookkeeping work your firm defines once and runs for any client. It learns from that client's history and your notes about them — and it's always clear what a job is allowed to change.
Prepare reconciliations
Matches the statement to the register and hands you a worksheet of what doesn't tie out. You do the reconcile.
Changes nothing. Produces a worksheet.
Chase missing receipts
Sends your client one tidy weekly list and attaches what comes back to the right transaction.
Emails your client — only after you approve the wording.
Follow up overdue invoices
Drafts polite reminders for anything past terms, for you to approve one by one.
Emails their customers, after you approve each.
- Read-only
- Changes the books, with undo
- Reaches outside the books
- The same colours appear on every screen in Symphony.
02Control
Nothing reaches the books until a bookkeeper says so.
Every job, for every client, runs in safe mode or live mode. You move it to live only when you've seen enough — and you can move it back at any time. Either mode can run on a schedule.
Approval gates your firm sets
- Over a dollar limit you choose
- Left for you
- New payee or unknown account
- Left for you
- Anything sent to a client
- Approve each
- Closing a period
- Owner sign-off
Change log
Harbor Dental · Sep 1–30
Live mode
Safe mode
-
09:14
Shell #5521
Uncategorized→ Auto & Fuel -
09:14
Henry Schein
Uncategorized→ Dental Supplies -
09:15
Comcast Business
Office Expense→ Utilities -
09:15
Gusto
Uncategorized→ Payroll -
09:16
Delta Dental Ins.
Uncategorized Income→ Insurance Income -
09:16
Staples
Uncategorized→ Office Supplies
Started by P. Raman. 138 changes, each stored with its before-value. Try undoing a line. Safe mode: nothing in QuickBooks was touched. Approve the run to make these changes, or correct any line first.
03Accountability
Every change traces back to a person.
Each modification to a client's books carries its full history: which job proposed it, which rule applied, who approved it and when, and what was there before. Built for firms answering to auditors, regulators and their clients' own compliance teams.
- Traceable
- Every write is linked to the person who switched the job on and the person who approved it.
- Approvable
- Your firm decides, rule by rule, where a human must approve and where routine work can go through.
- Observable
- See what's running, what's waiting and what changed — for any client, any period, at any time.
Audit record
Amazon Business · $3,184.20
- Proposed · Categorize transactions Suggested Dental Supplies, based on the last three similar purchases. Job version 3, set up by M. Chen.
- Held · Approval rule matched Over $2,500 — firm rule requires a bookkeeper to approve.
- Approved · P. Raman Changed to Equipment. Note: “Includes a monitor — capitalize.”
-
Written to QuickBooks
Uncategorized Expense→ Equipment. Before-value stored; can be undone.
Kept for the life of the account
Export for audit
Approval rules
Raman Books · firm-wide
- Matches client history, under $500
- Goes through
- Over $2,500, or a new payee
- Bookkeeper approves
- Anything sent to a client or their customers
- Bookkeeper approves each
- Adjusting entries · closing a period
- Two approvers
04One process
Your best bookkeeper's method, followed by everyone.
Write a job once — the steps, the limits, what must be left for a person — and every bookkeeper runs that same job for every client. New hires inherit the firm's way of working on day one. Clients get the same quality no matter who's on their file.
- Jobs
- Defined by the firm. Same steps, same thresholds, for every client.
- Client notes
- What you know about a client that every job should know too — kept with the client, not in someone's head.
- Hand-offs
- Move a client to another bookkeeper and everything — jobs, notes, history — goes with it.
Firm jobs
Every client, same four jobs
| Client | Who | A | B | C | D |
|---|---|---|---|---|---|
| Harbor Dental Group | PR | Live mode | Live mode | Live mode | Safe mode |
| Northside Physio | DO | Live mode | Live mode | Live mode | Live mode |
| Juniper & Pine Co. | PR | Live mode | Live mode | Safe mode | Not used |
| Ridge Line Builders | MC | Live mode | Safe mode | Live mode | Live mode |
| Calder Coffee | DO | Live mode | Live mode | Live mode | Not used |
| Westway Veterinary | MC | Safe mode | Safe mode | Not used | Not used |
| Ostrander Legal | PR | Live mode | Live mode | Live mode | Live mode |
- Safe mode
- Live mode
- Not used
05Safety
Built so the cautious answer is the default.
Read-only by default
Connecting a client changes nothing. Writing is switched on per job, per client, by a person.
Every change reversible
Each write is stored with its before-value. Undo one line, or a whole run.
Nothing sent unseen
No email reaches a client or their customers without a bookkeeper approving it first.
Clients kept apart
One client's books are never used to make decisions for another.
Set once, for the whole firm
You choose which AI models touch your clients' books.
Your firm's admins approve the models Symphony may use. The choice applies to every client and every bookkeeper, so provenance, security and data-handling requirements are met by default, not by memory. Every change to the setting is logged.
Organization settings
Approved models
- Model AUS-hosted · approved Mar 2026 Allowed
- Model BYour firm's own cloud account Allowed
- Model CNot reviewed by your firm Blocked
Only admins can change this list. Bookkeepers can't override it for a client.
06For firm owners
Know where every client stands without asking anyone.
One view of the whole firm: which closes are on pace, which are slipping, who's waiting on a decision and who's waiting on a client. Spot the bottleneck on the 20th, not the 5th.
- September close
- 17 of 24 on pace
- Closed
- 9
- Left for a bookkeeper
- 31
- Waiting on clients
- 4
| Client | Bookkeeper | Progress | Left for you | Pace |
|---|---|---|---|---|
| Harbor Dental Group | P. Raman | 92% | — | Closed |
| Northside Physio | D. Okafor | 78% | 3 | On pace |
| Juniper & Pine Co. | P. Raman | 70% | 5 | On pace |
| Ridge Line Builders | M. Chen | 41% | 12 | Behind 3 days |
| Calder Coffee | D. Okafor | 55% | 2 | Waiting on client |
| Westway Veterinary | M. Chen | 64% | 4 | On pace |
Where this client should be today
Updated as each run finishes
Activity
What ran, for whom, and what it changed — across the whole firm, today or any day.
Progress
Every client's close, step by step, against the date you promised it.
Workload
See who's carrying the most open decisions, and rebalance before anyone falls behind.
Start with one client. The one you know best.
Connect their books read-only, run a job in safe mode, and check its work against what you would have done. About five minutes. Nothing changes until you decide.
Native QuickBooks Online integration.