The ledger your firm runs on, not the one it fights.
Multi-entity books, AI categorization, anomaly detection, and a client portal your clients actually open — in one place.
- Dashboard
- Clients
- KPIs
- Accounting
- Chart of Accounts
- Journal Entries
- Profit & Loss
- Balance Sheet
- Cash Flow
- Trial Balance
- Tools
- AI Copilot
- Invoicing
Both sides of the books.
Manage your whole practice — not just one client’s books.
- —Firm dashboard with health flags, burn rate & runway per client
- —Staff roles, e-sign engagement letters, document requests
- —Drake, Lacerte & TaxSlayer export — 1099-NEC generation
- —AI categorization + anomaly detection across 20 industries
Your books, clear and current — without chasing your accountant.
- —Real-time P&L, cash flow and burn rate — no waiting
- —Invoicing, receipts and bank connections via Plaid
- —Share live access with your CPA — no CSV exports needed
- —Tax-ready records any time of year, 20 industries supported
Every screen, built for the work.
P&L reports, client detail, transactions, invoicing — all designed for CPAs and the businesses they serve.
- Dashboard
- Clients
- KPIs
- Accounting
- Chart of Accounts
- Journal Entries
- Profit & Loss
- Balance Sheet
- Cash Flow
- Trial Balance
- Tools
- AI Copilot
- Invoicing
| Account | FY 2026 |
|---|---|
| Revenue | |
| Consulting Income | 4,208,120 |
| Product Sales | 2,684,300 |
| Interest & Other | 626,425 |
| Total Revenue | 7,518,845 |
| Expenses | |
| Payroll & Contractors | (3,118,400) |
| Rent & Facilities | (588,000) |
| Marketing | (494,335) |
| Software & Subscriptions | (402,210) |
| Other Operating | (400,000) |
| Net Income | 2,515,900 |
Click around the real thing.
The full firm dashboard, seeded with realistic books — live in your browser. No signup, no credit card, nothing to install.
Every client graded. Every slip caught early.
Agrovia grades every client’s books A+ through F from live ledger signals. Each grade comes with the exact moves that raise it, point by point — and when a client slips, your firm knows before they do.
Grades recalculate from live ledger signals, not a monthly review — a slip shows up the day it happens.
One tool. Every job.
Ledger & Reporting
P&L, balance sheet, cash flow, and a full transaction ledger — updated the moment money moves. Export to your accountant in one click.
Invoicing & Payments
Create professional invoices, collect payments, and auto-reconcile receipts against your ledger. No more chasing spreadsheets.
Tax Prep & Filing
Generate 1099s, tax worksheets, and CPA-ready exports for Drake, Lacerte, and TaxSlayer. Built for 20 industries.
Up and running in three steps.
Connect your accounts
Link your bank via Plaid or import a PDF statement. Agrovia reads and categorizes transactions automatically using AI, then routes anything it isn’t sure about to a review queue instead of guessing.
Review & reconcile
A smart review queue surfaces anomalies, flags duplicates, and walks you through reconciliation. Your books stay clean without manual data entry.
Report, invoice & file
Generate a P&L, send an invoice, export for your CPA, or file estimated taxes — all from the same screen. No switching tools.
Everything a practice actually needs.
Not a bookkeeping tool — a full practice OS. From client onboarding to tax filing, in one place your clients will actually open.
Your whole firm, one dashboard.
- — All clients, health grades & attention flags at a glance
- — Staff roles with per-client access scoping Invite unlimited staff
- — Generate, send & e-sign engagement letters — no DocuSign needed
- — Document request portal your clients actually respond to
- — Burn rate & cash runway surfaced per client, automatically
Categorized automatically. You review the exceptions.
- — Industry-aware categorization across 23 sectors Ag, construction, legal & more
- — Anomaly detection flags unusual payees before you file
- — Bank reconciliation — matched entries cleared, exceptions queued
- — AI Copilot answers ledger questions in plain English
- — Recurring rules learn from corrections, not just rules you write
From ledger to filing in one click.
- — Export to Drake, Lacerte & TaxSlayer — formatted, ready to import
- — 1099-NEC PDF generation with IRS-layout output
- — Import from QuickBooks, Xero & Wave — no manual re-entry
- — Bank PDF statement import with heuristic line parser
- — Schedule F & C, monthly P&L spreads & client statement packages
We’d rather show you the product.
Agrovia is new. Rather than testimonials you have no way to verify, here are three things you can check yourself in the live demo — no signup, no card.
Every tax line traces to a real transaction. Schedule C and Schedule F are built from categorized entries — never estimates or percentages. Open a farm client and check line 17 against the ledger.
Ten client books in one login. Switch between entities, grade each one A+ to F on reconciliation, overdue AR and filing deadlines, and drill straight into the ledger behind any score.
Exports your existing stack accepts. QuickBooks, Xero and Wave for books; Drake, Lacerte, TaxSlayer, TaxBandit and Accounting CS for tax. Round-tripped against each format.
Built for CPAs & EAs. Not just bookkeepers.
| Feature | Agrovia us | QuickBooks | TaxDome / Canopy |
|---|---|---|---|
| Multi-client firm portal | Yes | Via QBO Accountant | Yes |
| AI transaction categorization | Yes | Yes | No |
| 20-industry tax logic | Yes | No | No |
| Drake / Lacerte / TaxSlayer export | Yes | No | Yes |
| 1099-NEC generation | Yes | Add-on | Limited |
| IRS e-file format (IRIS) export | Yes | Add-on | No |
| Staff & role management | Yes | Yes | Yes |
| Bank PDF import (no CSV needed) | Yes | No | No |
| White-label for CPA firms | Yes | No | No |
| Free plan available | Yes — 1 client | No | No |
| Starting price | $0 / mo | $38 / mo | $66+ / user / mo |
Comparison based on publicly available information as of July 2026 and subject to change. QuickBooks is a trademark of Intuit Inc.; TaxDome and Canopy are trademarks of their respective owners. None of these companies is affiliated with or endorses Agrovia.
Your clients' data is sacred.
Agrovia is built on Supabase — enterprise Postgres with row-level security, encrypted at rest and in transit. Your firm's data is isolated from every other firm.
All data is encrypted at rest with AES-256 and in transit with TLS 1.3. No exceptions.
Postgres row-level security means your clients' records are invisible to every other firm — enforced at the database layer, not just the app.
A complete audit trail tracks who changed what and when — critical for CPA liability, IRS inquiries, and client disputes.
Everything you're wondering.
Still have questions? We're happy to help.
Simple. No surprises.
- + 1 client
- + All core features
- + Bank import + AI
- + Reports & P&L
- + Schedule C
- + Up to 3 clients
- + Everything in Free
- + Bank sync (Plaid)
- + AI Copilot
- + IRS notice tools (7 types)
- + Up to 8 clients
- + Everything in Solo
- + Client portal
- + Team & staff management
- + QuickBooks/Xero/Wave & tax-software export
- + White-label available (add-on)
- + Up to 20 clients
- + Everything in Practice
- + Priority support
- + Dedicated onboarding
- + White-label included
Open your books. Close them in hours.
Free plan available forever. Paid plans start with a 7-day trial — no credit card required.
No credit card · 7-day trial · Free plan forever · Cancel anytime