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!

We set you up with Carly

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're back to running your business

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.

Clean books and tax-ready financials

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.

See how Carly works
Carly 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.

What we do

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, …

  • You didn't start your business to be a finance expert, and you may find working with QuickBooks time consuming, confusing, and frustrating.
  • We built Carly to automate and simplify essential tasks, like paying bills and managing cash flow.
  • We made Carly smart, so she can tell you when there are tasks you need to complete or information you should review.
  • That means a simple easy to use solution for you, without ever needing to replace QuickBooks.
  • Your CPA will be thrilled because you can now deliver tax-ready financials to them, and they can still review your books using QuickBooks, a tool that they are experts at using.

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!

Expex provides the ultimate in bill payment for our business. Invoices are sent to my expex email for processing. It takes me about 15 seconds to review and approve the bill. Bills are paid on time and I can go back to doing the things I need to do for my customers. I recommend Expex to anyone running and managing a small or mid-sized business.

Tony Wassenaar
Customer

As a solopreneur, I wear many hats and the one thing I don’t have to worry about is my bookkeeping. Expex automates my bill payments, performs credit card and bank reconciliations, and most importantly provides a status of my bank accounts and credit card balances. At the end of the month, I receive all my financial statements and I have never seen my accountant so happy at the end of the year! I strongly advise you, at a minimum, to sign up for a demo and see what Expex can do to help you.

Karen Lombardo
Customer

As an entrepreneur growing my business and seeing clients is my number one priority. Expex takes care of reconciling my credit card statements and bank accounts so I can continue to travel and support my clients.

Ron Cole
Customer

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

Schedule a demo