How it works

Bookkeeping does not have to be dreaded or time-consuming. Working with Carly is simple and allows you to do what you do best. Grow your business!
First, we get to know you and your business so that we can get your company onboarded with Carly. We schedule a meeting to connect Carly to your financial accounts and QuickBooks. Then we introduce you and your staff to Carly.

You can now get back to running your business and let Expex and Carly manage your bookkeeping. When there are items you need reviewed, Carly will let you know, so you don’t have to worry about missing any critical accounting tasks.

Every month, Expex will deliver clean financial reports so you can review them with your team, CPA, or other advisors. At the end of the year, there’s no cleanup or catch-up work required; you get tax ready financials that can be handed to your CPA so they can get started on your tax return.

automated Bookkeeping services in Schenectady NY

Not Just Virtual Bookkeepers

Expex developed Carly, an automated bookkeeping application that can learn how to process transactions for you, notify you when there are things you need to do, and give you insights into your finances. But we always have one of our US-based accountants overseeing the work Carly does.

Yes, you can stop working in QuickBooks

We built Carly to integrate with QuickBooks because it’s simply the best financial management application for small and medium-sized businesses. However, …

We take security seriously

We developed Carly using bank-level security. That means making sure your data is always secure. We partner with some of the leading companies in the world to ensure this happens, like Microsoft and Visa, to bring you the safest solution possible for your bookkeeping.

Check out what our clients have to say about Carly.

Learn what your day could look like without bookkeeping strain and frustration. These clients certainly did!

Are you ready to meet Carly? Enjoy Better Bookkeeping. Improved Cash Flow. Healthier Business.