For builders and service firms
Your customer experience.
Our financial engine.
Footing is the advanced backend for agencies, consulting firms and accounting software. Connect your agents through MCP and build your service on a durable financial record.
A foundation for your service
Keep the relationship.
Build on Footing.
You own the customer experience and professional judgment. Footing provides the accounting engine behind the work.
Agencies & agent buildersFinancial capability for customer-facing agents
Build an agent-led service around your customer’s needs. Through MCP, the agent can bring documents to Footing, request accounting work and return evidence-backed results and open questions for review.
Consulting firmsA sound record beneath the advice
Use Footing to establish the financial record behind diligence, reporting and advisory engagements. Your team interprets the findings and advises the client, with a path from each result to its supporting evidence.
Accounting softwareA specialist backend for your workflows
Connect your application’s authorized agent to Footing through MCP. Use document processing, reconciliation, charts and reporting as accounting capabilities behind your customer experience.
Changes and transport remain subject to client-agent authorization and engine checks.
Start with the work in front of you
From the client’s files
to a reviewable result.
Your AI directs the workflow. Footing performs the accounting. You retain the professional judgment.
Close & bookkeepingMonthly work, catch-up and cleanup
Start from statements and, when available, a QuickBooks Online export. Establish the records, reconcile the activity and work through findings with their evidence. Your agent clears what the documents settle and brings you the rest.
- Bring
- Statements, invoices, receipts and the export
- Review
- Reconciled books, supported adjustments and open questions
Tax preparationThe books behind the return
Build the accounting record from the client’s documents. Apply the tax view and inspect its treatment. Your AI can use the resulting figures in tax work; the preparer reviews the decisions and signs the return.
- Bring
- Bank and card statements, bills and receipts
- Review
- Tax-ready books, source support and missing information
Quality of earningsThe seller’s account of the business, tested
Reconstruct the exported books and compare them with books derived from statements. Examine differences and the support for proposed adjustments. The earnings judgment remains with the engagement team.
- Bring
- QuickBooks Online export and underlying statements
- Review
- Differences, audit findings and evidence for the workpaper
Reporting & subledgersDifferent questions, shared facts
Keep detailed events and source documents together. Derive a management, tax or other reporting view under its own chart. Retain the path from the result to the record.
- Bring
- The source activity and the required accounting policy
- Review
- Traceable books and summaries for an authorized handoff
The question behind the question
“The books balance.
But are they right?”
A balanced ledger can still contain a purchase posted to income, an opening bill expensed twice or a receipt the bank never recorded. Footing checks the books against the evidence and returns findings with the entries behind them.
How the checks workYour practice, on your terms
Keep your system.
Keep your documents.
Use Footing beside the existing books or as the accounting record. Start from the files your agent is permitted to use. No live QuickBooks or bank login is needed.
Keep the sealed Standard Documents. Authorized colleagues can reconstruct the work from the files they may hold, without sharing a workspace login.
Usage-based pricingThe reality layer for finance
Start with what happened.
Let’s discuss your workflow