Better Bookkeeping using automation and human support

At Expex, we developed Carly, an automated bookkeeper that thinks and acts like a human bookkeeper. Carly is smart, fast, secure, and supported by our in-house accounting team. Using AI and machine learning, we designed Carly to do the things that bookkeepers do 24/7 so that small and medium-sized business owners can focus on growing their businesses. You can now run your business and enjoy real-time insights into your finances with smart alerts to notify you of critical items that need your immediate attention.

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Nobody starts a business because they want to do bookkeeping – but it’s critical

Well, we did. But none of our customers share the love of bookkeeping and the arduous tasks that go with it. In fact, more than 50% of all small business owners list bookkeeping as their least favorite part of running a business. Not only is bookkeeping something business owners don’t like to do, in most cases, but they also are not trained in managing the financial aspects of their business. However, understanding your finances and keeping clean books is critical to your success. With Expex, you get to focus on running your business, enjoy improved visibility into your finances, and have your bookkeeping done for you.

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Easy to set up and use

Carly is a joy to work with and is simple and easy to set up. Working with our onboarding team, you’ll be up and running within an hour. You will be ready to go with a simple and easy to use solution that gives you 24/7 visibility into your finances without the headache of struggling with managing the bookkeeping yourself.

Create Account – Create your account and pick the plan that works best for you and your business.

Sync Accounts and QuickBooks – Sync Carly with your QuickBooks account and any bank, credit card, and loan accounts.

Be Happy – Now that you’ve removed the bookkeeping headache, you’re ready to get back to something you enjoy.

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Everything you need for your bookkeeping

Since Carly does the bulk of the work for your daily, weekly, and monthly bookkeeping, you won’t spend a lot of time using Expex. However, you’ll get everything you need to gain visibility into your finances without all the time and frustration of performing bookkeeping tasks.

  • Cash or Accrual Accounting
  • Dashboard
  • Connect Financial Accounts
  • Transaction Categorization
  • Bill Payments
  • Invoicing
  • Cash Flow Manager
  • Payroll Processing
  • Account Reconciliations
  • Financial Statements
  • Smart Alerts

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Why business owners love Expex.
Smarter, Faster, Less Expensive and More Secure


Carly can learn tasks like what account to book an expense to or the correct due date of a bill and doesn’t make human errors.


Carly can project your cash flow for you in real-time and immediately notify you of any shortfalls.

Less expensive

Carly can perform the task of multiple people at once, making her very cost-effective to use.

More Secure

With bank-level security and multiple levels of user rights, your assets and information are more secure using Carly.

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

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