Client emails for your whole firm — in 15 seconds each.
Give every bookkeeper on your team the same AI-powered workflow. One firm account. Shared clients. Full visibility.
How it works
Three steps to firm-wide coverage
Connect your firm’s QuickBooks clients
Each bookkeeper connects their own QBO clients in minutes.
Generate plain-English client emails — for everyone
Any bookkeeper on your team can pull a P&L and draft a client summary in about 15 seconds.
Owner sees everything
The firm dashboard shows every bookkeeper’s clients, draft activity, and sent history in one place.
Features
Built for multi-bookkeeper firms
Multi-seat firm accounts
Add your whole team. Firm Starter supports 3 bookkeepers, Firm Pro supports 8, Firm Unlimited has no cap.
Client assignment and delegation
Assign any client to any bookkeeper. Reassign in one click. Draft history follows the client.
Full owner dashboard
See every client, every draft, and every bookkeeper’s activity across your firm — all in one view.
Shared draft history
When a client is reassigned, the new bookkeeper sees the full draft history. No context lost.
Firm-wide anomaly detection
Every draft is checked for revenue drops, net losses, expense spikes, and more — for every client, every month.
All 5 tone options per client
Friendly, Formal, Brief, Advisory, or Executive. Set per client. Your team’s emails sound like your team.
Pricing
Simple firm pricing
Ready to bring your firm onto Figurenote?
Start free trialQuestions? Email us at support@figurenote.com