Automated Bookkeeping That Writes Your Books As You Work
Transaction categorization, bank reconciliation, and a CPA-ready monthly close — kept current in real time. In development, rolling out to partner accounts.
Because every payment, payout, and expense already flows through Full Loop, the ledger can write itself. Automated bookkeeping — actively in development — categorizes transactions, reconciles your bank feed, and keeps a CPA-ready monthly close current in real time, so your books stay done instead of piling up for tax season.
Why bookkeeping falls behind
Manual bookkeeping is the chore that always slips — transactions go uncategorized, reconciliation waits until quarter-end, and by tax time you're paying someone to reconstruct months of activity. Books that are always behind mean decisions made on stale numbers.
How Automated Bookkeeping Works
Automatic transaction categorization
Payments, payouts, and expenses flowing through the platform are categorized automatically, so your ledger builds itself as you operate.
Bank reconciliation
Your bank feed is reconciled against platform activity, catching discrepancies without a manual line-by-line match.
Real-time monthly close
The monthly close stays current instead of being a scramble, so your books reflect this month — not last quarter.
CPA-ready by default
Records stay formatted for your accountant, connecting to the CPA portal and 1099 tracking already in the platform.
Books that stay done, not piled up
Your ledger is current in real time, reconciliation happens continuously, and tax season starts with clean books instead of a reconstruction project. This capability is rolling out to partner accounts as it ships.
Automated Bookkeeping — Frequently Asked Questions
Is automated bookkeeping available now?
It's in development and rolling out to partner accounts as it ships, included in your subscription. The platform already tracks every payment and payout, which is what makes automated bookkeeping possible.
What will it automate?
Transaction categorization, bank reconciliation, and a real-time monthly close, all kept CPA-ready without manual bookkeeping.
Why can Full Loop automate my books?
Because payments, payouts, and expenses already flow through the platform, the data needed to write the ledger is already there — so the books can build themselves.
Does it work with my accountant?
Yes. It's designed to keep records CPA-ready and connect to the existing CPA portal and 1099 tracking.
Related Features
Finance
Real-Time Finance Dashboard
Revenue, outstanding invoices, payroll costs, and profit/loss — live, in one view, without a bookkeeper.
Payments
1099 & CPA Portal
Every payout tracked year-to-date, the $600 threshold flagged automatically, and a clean export your accountant can open directly.
Back Office
Finance Automation
Automated P&L, cash-flow forecasting, AR follow-up, and tax set-aside — beyond the dashboard. In development, rolling out to partner accounts.
Or browse the full feature overview.
Ready to Put Automated Bookkeeping to Work?
Full Loop CRM is built for your business from the ground up — one platform that generates leads, closes them, books the work, and runs the back office. Limited partnerships available.
Request Your Partnership