Bookkeeping the way it should be

  • 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 handle your bookkeeping. When you need to do things, Carly will let you know, so you don’t have to worry about missing any essential accounting tasks.
  • Clean books and tax-ready financials
    Every month, Expex will deliver clean financial reports so you can review them with your team and CPA. 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.

What you get with Expex

Bookkeeping and more

With Expex, you get your bookkeeping done for you, and Carly, an automated bookkeeper that automates tasks and give you insights into your business.

Daily, monthly, and annual tasks

We’re always working to keep your books clean.

Daily Tasks

Bill payments, cash flow, and transaction classifications are all automated. We even give you smart alerts, so you know when there’s something you need to act upon.


We reconcile your accounts and send you financials to review how your business performs every month.


At the end of the year, you get tax ready financial statements so your tax professional can immediately start working on your tax returns.

Works with QuickBooks

We chose to develop Carly on the QuickBooks platform because it’s simply the best. With QuickBooks, you get the leading financial management application for small businesses. If you currently use QuickBooks, we simply connect to it. If you’re not, we’ll get you set up with your own QuickBooks account.

Security comes first

With bank-level security built into Carly and all aspects of our service, you can rest easy knowing that your data is secure with Expex. With links to 11,000 financial institutions through a partnership with VISA and being certified by QuickBooks, we have met numerous security requirements to deliver you a safe and secure solution.