{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/reconciled-com","markdownUrl":"https://nowen.ai/agents/reconciled-com.md","jsonUrl":"https://nowen.ai/agents/reconciled-com.json","name":"Reconciled","website":"https://reconciled.com","location":"Burlington, Vermont, United States","address":{"city":"Burlington","state":"Vermont","country":"United States"},"industry":"Accounting","deliveryModel":"services","marketCategories":{"primary":{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"},"others":[{"name":"Fractional CFO Services","url":"https://nowen.ai/category/fractional-cfo-services"},{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-11T01:49:11.534Z","summary":"Reconciled provides virtual financial, accounting, tax, advisory, and human resources services to businesses and entrepreneurs.","description":"Reconciled is a virtual financial services firm serving entrepreneurs and business owners. Its team provides bookkeeping, accounting, financial advisory, tax, and human resources support, helping organizations manage their finances, gain clearer financial insight, and access accounting capabilities without building a full in-house department.","mission":"To help business owners and entrepreneurs manage their finances and make informed decisions through accurate, accessible financial support.","directory":{"industryName":"Accounting","agentCount":110,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"categoryDirectory":{"name":"Accounting Services","agentCount":111,"indexable":true,"url":"https://nowen.ai/category/accounting-services"},"aiReaderFamilies":["OpenAI","Perplexity"],"boonFrontDoor":{"url":"https://boon.ai/agents/reconciled-com","label":"Apply to Reconciled's partner program through Boon","sub":"Your AI agent writes the proposal: who you are, the fit, and a first step."},"products":[{"name":"Bookkeeping and accounting services","anchor":"product-bookkeeping-and-accounting-services","type":"Service","url":"https://www.reconciled.com/bookkeeping-services","summary":"Get tailored bookkeeping and accounting support, accurate monthly financial reports, and service that can scale with your business.","description":"Reconciled provides virtual bookkeeping and accounting services tailored to each business and designed to scale as it grows. Services can include monthly account reconciliations, accounts payable and receivable management, full-service cloud accounting, payroll support, and financial reporting and analysis. Clients receive a dedicated bookkeeping professional backed by a team, with customized processes and service scopes. Reconciled can also review and clean up existing books during onboarding, and supports secure digital workflows for financial records.","pricing":{},"features":[{"name":"Monthly account reconciliation","value":"Keep Accounts Reconciled Monthly","valueDescription":"Regular reconciliation helps keep account records and the financial reports based on them accurate."},{"name":"Financial reporting and analysis","value":"Access Clear Financial Reports And Analysis","valueDescription":"Monthly reports and optional analysis give clients financial information about their business. Customized reporting and controller services are available as part of tailored engagements."},{"name":"Full-service cloud accounting","value":"Manage Bookkeeping Through Cloud Tools","valueDescription":"Cloud accounting tools support remote bookkeeping workflows and digital handling of financial records and documents."},{"name":"Customized and scalable service plans","value":"Scale Accounting Support As Needs Change","valueDescription":"Clients can select services suited to their current needs and add or adjust support as their business develops."},{"name":"Dedicated bookkeeping professional and team support","value":"Work With A Dedicated Accounting Team","valueDescription":"A dedicated point of contact and team support give clients ongoing assistance with day-to-day bookkeeping tasks."},{"name":"Accounts payable management","value":"Organize And Manage Bill Payments","valueDescription":"The team enters bills and prepares outgoing payments for approval, helping clients manage their accounts payable process."},{"name":"Accounts receivable management","value":"Manage Client Invoices And Follow-Ups","valueDescription":"The service supports invoicing and follow-up on overdue invoices as part of accounts receivable management."},{"name":"Payroll support","value":"Process Payroll And Submit Payroll Taxes","valueDescription":"Available payroll support covers payroll processing and submission of payroll taxes, based on the agreed service scope."},{"name":"Bookkeeping cleanup and onboarding","value":"Prepare And Organize Books During Onboarding","valueDescription":"The onboarding review identifies cleanup needs and establishes processes for how the client's bookkeeping will be completed."},{"name":"Secure digital document handling","value":"Share Financial Documents Securely","valueDescription":"Secure digital tools support document sharing and retention, while view-only account access is used where possible."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Advisory and fractional CFO services","anchor":"product-advisory-and-fractional-cfo-services","type":"Service","url":"https://www.reconciled.com/cfo-services","summary":"Get tailored financial guidance and CFO support to understand performance, pursue business goals, and scale without hiring a full-time CFO.","description":"Reconciled provides tailored financial management and advisory support through fractional CFOs and industry-experienced advisors, giving businesses access to high-level expertise without expanding their in-house team. Advisors learn about each business and recommend strategies aligned with its goals and priorities. Support can include cash flow modeling, budgets, performance reviews, custom reporting and financial analysis, fundraising, grant applications, and pricing and profit margin analysis. Engagements are customized to the client’s needs and can scale as the business grows.","pricing":{},"features":[{"name":"Fractional CFO access","value":"Access CFO Expertise Without Expanding Your Team","valueDescription":"Businesses can engage Reconciled’s advisors for high-level financial management without adding a full-time CFO to their staff."},{"name":"Tailored, scalable advisory support","value":"Scale Support To Match Your Needs","valueDescription":"Reconciled adapts the scope of advisory support to the business’s current priorities and can increase support as the business grows."},{"name":"Industry-experienced advisors","value":"Get Guidance From Industry Experts","valueDescription":"Advisors bring experience across industries and business leadership, and tailor recommendations to the company’s financial performance, goals, and opportunities."},{"name":"Cash flow modeling","value":"Identify Cash Flow Risks And Opportunities","valueDescription":"Cash flow modeling helps businesses identify periods of low cash and areas of opportunity to guide cash management."},{"name":"Budget planning and performance tracking","value":"Plan Budgets And Track Performance","valueDescription":"Quarterly budget preparation and performance measurement help clients compare actual results with their plans and monitor progress."},{"name":"Financial reviews and recommendations","value":"Review Results And Guide Decisions","valueDescription":"Regular advisor reviews make business performance and goals the basis for specific recommendations. Quarterly reviews may include reports, projections, strategic guidance, and management meetings."},{"name":"Financial analysis and custom reporting","value":"Analyze Performance With Custom Reports","valueDescription":"Custom reporting, financial analysis, and modeling help businesses examine performance and investigate specific revenue streams or financial projects."},{"name":"Capital fundraising support","value":"Strengthen Fundraising With Financial Expertise","valueDescription":"Advisors support the fundraising process through pitch deck preparation with leadership and financial representation to investors and institutions."},{"name":"Pricing and profit margin analysis","value":"Evaluate Pricing And Improve Margins","valueDescription":"Reviewing pricing and expenses helps businesses assess whether their products or services are priced appropriately and identify opportunities to maximize profitability."},{"name":"Grant application support","value":"Find And Submit Grant Opportunities","valueDescription":"The team can prepare and submit grant requests and help organizations stay apprised of other grant opportunities."},{"name":"Flexible advisory meetings","value":"Choose Meetings That Fit Your Schedule","valueDescription":"Reconciled builds meeting schedules around client availability and needs; certain monthly advisory support can also be delivered asynchronously."},{"name":"Employee Retention Credit support","value":"Claim Eligible Employee Retention Credits","valueDescription":"Reconciled can submit or amend business tax filings to include the Employee Retention Credit when the business qualifies."}],"marketCategories":[{"name":"Fractional CFO Services","url":"https://nowen.ai/category/fractional-cfo-services"}]},{"name":"Tax services and tax advisory","anchor":"product-tax-services-and-tax-advisory","type":"Service","url":"https://reconciled.com","summary":"Get tax returns prepared and filed, understand tax decisions, and plan strategies around business goals and potential deductions.","description":"Reconciled provides tax preparation and filing for businesses and individuals, including state filings. Its team advises on tax decisions aligned with business goals, helps clients understand tax questions, and can create tax projections and forecasts. Services also include calculating and filing sales taxes and, for qualifying businesses, submitting or amending returns to include the Employee Retention Credit.","pricing":{},"features":[{"name":"Business and personal tax preparation","value":"Prepare And File Tax Returns","valueDescription":"Have business and personal tax returns prepared and filed through Reconciled's tax services."},{"name":"Tax strategy and advisory","value":"Align Tax Decisions With Business Goals","valueDescription":"Get guidance on tax questions and decisions, with advice focused on business goals and opportunities to maximize business deductions."},{"name":"State and sales tax filings","value":"Calculate And File Sales Taxes","valueDescription":"Receive support calculating and filing sales taxes on your behalf. The website specifies state-portal filing for clients filing in two or fewer states."},{"name":"Tax projections and forecasts","value":"Forecast Business Taxes","valueDescription":"Use a business tax projection or forecast to inform planning and tax decisions."},{"name":"Employee Retention Credit tax support","value":"Submit Or Amend Returns For ERC","valueDescription":"For qualifying businesses, receive support submitting or amending business tax returns to include the Employee Retention Credit."},{"name":"1099 preparation and filing","value":"Prepare And File 1099-NEC Forms","valueDescription":"Get 1099-NEC forms prepared and filed through an available service add-on."}]},{"name":"Human Resource Services","anchor":"product-human-resource-services","type":"Service","url":"https://www.reconciled.com/hr-services","summary":"Get tailored HR processes, policy training, and outsourced support as a cost-effective alternative or supplement to an in-house team.","description":"Reconciled provides customized HR support through a three-stage process: reviewing processes and systems, setting up HR processes and training, and delivering outsourced HR services. Support can supplement or serve as a cost-effective alternative to an in-house team. HR professionals can create employee handbooks, manage onboarding and offboarding, conduct interview screenings, post and manage job openings, and advise on corporate culture.","pricing":{},"features":[{"name":"Outsourced HR support","value":"Access Outsourced HR Support","valueDescription":"Add HR support without relying solely on an in-house team, or use Reconciled to supplement existing staff."},{"name":"HR process and systems review","value":"Evaluate HR Processes And Systems","valueDescription":"Understand existing HR processes and systems as a starting point for tailored support."},{"name":"HR process development and policy training","value":"Develop Processes And Train Teams","valueDescription":"Build HR processes and train staff on policies to support the implementation of the company’s HR practices."},{"name":"Employee handbook development","value":"Create Employee Handbooks","valueDescription":"Develop employee handbooks as part of tailored human resource advisory support."},{"name":"Employee onboarding and offboarding","value":"Manage Employee Transitions","valueDescription":"Get support managing onboarding and offboarding as employees join or leave the organization."},{"name":"Recruitment support","value":"Support Hiring Activities","valueDescription":"Get help with interview screenings and posting and managing job openings."},{"name":"Corporate culture advisory","value":"Guide Corporate Culture Decisions","valueDescription":"Get support navigating decisions related to building corporate culture."}]},{"name":"Enterprise accounting services","anchor":"product-enterprise-accounting-services","type":"Service","url":"https://www.reconciled.com/enterprise-accounting-solutions","summary":"Get scalable accounting and ERP support that fills departmental gaps, supports internal teams, and provides greater insight into financial operations.","description":"Reconciled provides full-service enterprise accounting for businesses that need more than standard accounting tools. The service can include assessing ERP needs, implementing and supporting cloud-based accounting systems, and performing day-to-day accounting operations. Reconciled can provide a fully outsourced accounting department or supplement an in-house team, with ongoing support, training, and CFO advisory.","pricing":{},"features":[{"name":"Outsourced and supplemental accounting operations","value":"Outsource Or Supplement Accounting","valueDescription":"Fill accounting department gaps with day-to-day operational support, either by outsourcing the function or supplementing existing staff."},{"name":"Cloud ERP implementation and customization","value":"Implement And Configure ERP","valueDescription":"Put a cloud-based ERP solution in place and tailor it to the needs of the business, including technology and manufacturing operations."},{"name":"ERP readiness and selection","value":"Assess ERP Fit","valueDescription":"Evaluate accounting operations and ERP requirements to help determine whether a comprehensive system is appropriate for the business."},{"name":"Accounting team training and ongoing support","value":"Train And Support Teams","valueDescription":"Equip in-house accounting staff with training and ongoing support as they work with the business's accounting operations and systems."},{"name":"Financial operations review and recommendations","value":"Review And Improve Operations","valueDescription":"Identify recommendations for accounting workflows, reporting, project visibility, and forecasting, with implementation support for suitable cloud-based tools."},{"name":"Financial performance analysis","value":"Analyze Costs And Performance","valueDescription":"Gain visibility into budget performance, project costs, and profitability, and identify potential opportunities to enhance margins or achieve cost savings."},{"name":"CFO advisory support","value":"Access CFO Advisory","valueDescription":"Add experienced financial guidance and high-level analysis to enterprise accounting support, including when outsourcing the entire department."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Reconciled Express","anchor":"product-reconciled-express","type":"Service","url":"https://www.reconciled.com/reconciled-express","summary":"Keep bookkeeping consistent and financial reports timely with a dedicated team handling monthly reconciliations and expense categorization.","description":"Reconciled Express is a virtual bookkeeping service for smaller businesses. For $399 per month, plus a one-time $500 onboarding fee, a dedicated team provides monthly reconciliations and expense categorization for up to three accounts, along with financial reports. The service is designed for businesses with less than $1 million in annual revenue, fewer than three bank or credit card accounts, and fewer than three sales channels that do not require client or inventory detail in financial reports. Onboarding includes a file review, system setup and training, and five hours of cleanup; additional cleanup may be billed hourly.","pricing":{},"features":[{"name":"Dedicated bookkeeping team","value":"Get Dedicated Bookkeeping Support","valueDescription":"Work with a dedicated team that supports your business and bookkeeping needs."},{"name":"Monthly account reconciliation","value":"Keep Account Records Reconciled","valueDescription":"Receive monthly reconciliations for eligible bank and credit card accounts, helping keep account records current."},{"name":"Monthly financial reporting","value":"Receive Timely Financial Reports","valueDescription":"Receive financial reports with a focus on consistent quality and timely delivery."},{"name":"Expense categorization","value":"Organize Business Expenses","valueDescription":"Have business expenses categorized as part of the monthly bookkeeping service."},{"name":"Client onboarding and books cleanup","value":"Set Up Bookkeeping Processes","valueDescription":"The onboarding process reviews the client's books, gathers required system credentials, trains the client on setup, and includes five hours of cleanup to prepare the books for Reconciled's processes. Additional cleanup may be billed hourly."},{"name":"Small-business service eligibility","value":"Choose Bookkeeping For Smaller Businesses","valueDescription":"The stated account, sales-channel, and reporting qualifications help small businesses assess whether Reconciled Express fits their bookkeeping needs."}],"marketCategories":[{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]},{"name":"Reconciled Partner Program","anchor":"product-reconciled-partner-program","type":"Service","url":"https://www.reconciled.com/reconciled-partner-program","summary":"Expand your service offerings with bookkeeping and related financial support, while Reconciled handles the work for your clients.","description":"Reconciled’s Partner Program enables organizations without their own bookkeeping program to offer Reconciled’s bookkeeping, accounting, tax, CFO advisory, and human resource services to their clients, while Reconciled handles the work. Designed for service companies, back-office and virtual assistance providers, accelerators and incubators, and CPA firms without bookkeeping services, the program provides partners with resources to sell and service bookkeeping for existing clients. Reconciled’s sales team also supplies tools and information for preparing customized client quotes, with a partnership-oriented pricing model.","pricing":{},"features":[{"name":"Expanded service offerings","value":"Expand Your Client Offerings","valueDescription":"Provide clients with access to Reconciled’s bookkeeping and related services without having to establish your own program for those offerings."},{"name":"Reconciled-delivered service work","value":"Offer Services Without Doing The Work","valueDescription":"Extend your service offering while Reconciled performs the work for clients, allowing your organization to provide bookkeeping support without running its own program."},{"name":"Partner sales resources","value":"Prepare Customized Client Quotes","valueDescription":"Use tools and information from Reconciled’s sales team to develop customized quotes for clients interested in bookkeeping services."},{"name":"Flexible partner fit","value":"Extend Services Across Partner Types","valueDescription":"Organizations in several service and professional categories can use the program to offer bookkeeping support to clients, including businesses that provide related services but do not have their own bookkeeping program."},{"name":"Partnership-oriented pricing","value":"Partner Through Beneficial Pricing","valueDescription":"The program’s pricing model is presented as beneficial and structured as a partnership between Reconciled and the partner’s business."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Pediatric Partner Program","anchor":"product-pediatric-partner-program","type":"Service","url":"https://www.reconciled.com/pediatric-partner-program","summary":"Help pediatric practices manage bookkeeping and accounting with scalable plans, monthly reporting, and optional financial support tailored to their needs.","description":"A virtual bookkeeping and accounting service tailored to pediatric practices. Four plans scale by bank and credit card accounts, monthly transaction volume, and practice locations. Plans include bill payment process management and support transitioning to cloud accounting software. Optional add-ons include CFO and controller services, 1099 preparation, payroll, sales and use tax filing, startup coaching, and quarterly financial reviews.","pricing":{},"features":[{"name":"Practice-sized service plans","value":"Match Support To Practice Size","valueDescription":"Choose a plan according to the practice’s account count, monthly transaction volume, and number of locations."},{"name":"Bill payment management","value":"Manage And Approve Bill Payments","valueDescription":"Get help organizing outgoing bills and reviewing them for approval, with plan limits and a standard weekly payment schedule."},{"name":"Cloud accounting transition","value":"Move Bookkeeping To The Cloud","valueDescription":"Transition to a cloud accounting platform with setup and data migration support when needed."},{"name":"Dedicated bookkeeping support","value":"Get A Dedicated Bookkeeping Contact","valueDescription":"Work with a dedicated bookkeeper and a supporting team familiar with the practice and its bookkeeping needs."},{"name":"Bookkeeping cleanup and onboarding","value":"Prepare Books For Ongoing Service","valueDescription":"Review existing records and establish bookkeeping processes before recurring work begins, with included cleanup time subject to the stated terms."},{"name":"CFO advisory services","value":"Guide Decisions With Financial Analysis","valueDescription":"Access tailored financial models, budgets, reporting, and monthly advisory meetings to support financial review and planning."},{"name":"Full-service payroll","value":"Process Payroll And Submit Taxes","valueDescription":"Add payroll processing on the preferred schedule, including submission of state and federal payroll taxes."},{"name":"Controller services","value":"Review Monthly Financial Statements","valueDescription":"Receive customized monthly statements and reporting, inventory reconciliation, and a regular conference with the management team."},{"name":"Quarterly financial reviews","value":"Review Reports And Financial Projections","valueDescription":"Discuss financial statements, projections, and strategic direction with an advisor through agreed management meetings."},{"name":"Flexible service scope","value":"Scale Services As Needs Change","valueDescription":"Adjust the service scope over time to keep pace with changing practice needs."},{"name":"1099 preparation","value":"Prepare And File 1099-NEC Forms","valueDescription":"Add preparation and filing of 1099-NEC forms to the practice’s services."},{"name":"Sales and use tax filing","value":"Calculate And File Sales Taxes","valueDescription":"Get help calculating and filing sales taxes based on the states where the practice files."},{"name":"30-day money-back guarantee","value":"Try The Program With A Guarantee","valueDescription":"The advertised 30-day money-back guarantee provides a stated assurance when starting the program."},{"name":"Virtual startup coaching","value":"Build Financial Review And Tech Processes","valueDescription":"Receive virtual coaching on monthly financial reviews and startup technology choices."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Automotive Industry Bookkeeping and Accounting Plans","anchor":"product-automotive-industry-bookkeeping-and-accounting-plans","type":"Service","url":"https://www.reconciled.com/gembooks-partner-program","summary":"Streamline automotive bookkeeping with tiered monthly plans, cloud accounting software, and optional financial support tailored to business needs.","description":"Reconciled offers tiered bookkeeping and accounting plans for automotive businesses to streamline how industry financials are recorded. Plans vary by accounts or sales channels, monthly transaction volume, bill-pay volume, and locations, and include a transition to GEM-BOOKS cloud accounting software. Optional add-ons include CFO and controller services, payroll, sales and use tax filing, startup coaching, and quarterly financial reviews. The page lists a $500 starting fee and monthly plan prices from $475 to $925, with a 30-day money-back guarantee.","pricing":{},"features":[{"name":"Tiered plan pricing","value":"Choose A Plan That Fits","valueDescription":"Select from four plan levels with distinct monthly prices and service limits. The page also offers a 30-day money-back guarantee."},{"name":"GEM-BOOKS cloud accounting transition","value":"Move Your Accounting To GEM-BOOKS","valueDescription":"The plans include a transition to GEM-BOOKS, the cloud accounting software identified on the automotive plans page."},{"name":"Account and sales channel coverage","value":"Match Coverage To Your Business","valueDescription":"Choose a plan based on the number of accounts or sales channels included in its stated limit."},{"name":"Monthly transaction coverage","value":"Select A Monthly Transaction Limit","valueDescription":"The plan tiers specify different monthly transaction volumes, including an Advanced tier listed for 401 or more total monthly transactions."},{"name":"Bill-pay management","value":"Manage Bills Within Your Plan","valueDescription":"Choose a monthly plan with a stated bill-pay volume to have Reconciled manage the bill-pay process within that limit."},{"name":"CFO advisory services","value":"Add Specialized CFO Guidance","valueDescription":"Add a business-specific CFO advisor to develop financial models, budgets, or custom reports and discuss findings on a mutually arranged schedule."},{"name":"Controller services","value":"Add Monthly Controller Support","valueDescription":"Receive customized monthly statements, inventory reconciliation and reporting, and a monthly management-team phone conference."},{"name":"Location-based plan limits","value":"Choose Coverage For Your Locations","valueDescription":"Plan limits specify how many business locations are covered, helping automotive businesses compare options based on their location count."},{"name":"Full-service payroll","value":"Process Payroll And Payroll Taxes","valueDescription":"Add payroll processing on the preferred schedule, including submission of state and federal payroll taxes, using the stated payroll partners."},{"name":"Sales and use tax filing","value":"Calculate And File Sales Taxes","valueDescription":"Add help calculating and filing sales taxes, with the filing approach and price based on the number of states and where nexus has been met."},{"name":"Quarterly financial reviews","value":"Review Financials And Strategic Direction","valueDescription":"Use consulting, quarterly financial reports, projections, and agreed management-team meetings to review financial information and strategic direction."},{"name":"Virtual startup coaching","value":"Add Virtual Startup Coaching","valueDescription":"Receive virtual coaching on monthly financial reviews and startup technology choices, with meetings available for up to two hours each month."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://reconciled.com","text":"Reconciled"},{"url":"https://www.reconciled.com/bookkeeping-services","text":"Bookkeeping and accounting services"},{"url":"https://www.reconciled.com/cfo-services","text":"Advisory and fractional CFO services"},{"url":"https://www.reconciled.com/hr-services","text":"Human Resource Services"},{"url":"https://www.reconciled.com/enterprise-accounting-solutions","text":"Enterprise accounting services"},{"url":"https://www.reconciled.com/reconciled-express","text":"Reconciled Express"},{"url":"https://www.reconciled.com/reconciled-partner-program","text":"Reconciled Partner Program"},{"url":"https://www.reconciled.com/pediatric-partner-program","text":"Pediatric Partner Program"},{"url":"https://www.reconciled.com/gembooks-partner-program","text":"Automotive Industry Bookkeeping and Accounting Plans"}]}