Your books stay yours.
The AI Portal does the rest.
A clean, AI-powered layer on top of QuickBooks, Xero, FreshBooks, or Wave — built to make working with your bookkeeping team effortless. AI sorts your documents, threads your conversations, and gives you a clear view of every task your team is working on. All in one place.
Upload anything.
AI sorts it instantly.
Drop a PDF, a photo of a receipt, or a bank statement. Our AI reads it, identifies the account and period, then matches it to your books — all before you close the tab. No more "where did that statement go?"
- ✓ AI identifies the account, vendor, and period automatically
- ✓ Receipts, bills, statements, contracts — any document type
- ✓ Linked directly to QuickBooks, Xero, FreshBooks, or Wave transactions
- ✓ Mobile-first capture from your phone
Talk to your team
in threads, not chains.
Ask "what's this charge?" and get an answer in hours, not weeks. Every message is threaded by topic, document, or month — so you never have to repeat context, and nothing gets buried in your inbox.
- ✓ Threaded by document, transaction, or month
- ✓ Same-day responses during business hours
- ✓ Tag your bookkeeper, reviewer, or tax specialist directly
- ✓ Searchable history — find any decision, anytime
Always know where things stand.
Every task your bookkeeping team is working on, visible to you in real time. What's done. What's in review. What's pending your input. No more wondering, no more "we'll get back to you" — just full visibility into your books, all month long.
- ✓ See exactly what your team is working on, every day
- ✓ Real-time status: done, in progress, awaiting your input
- ✓ Get notified when your action is needed — and when it's not
- ✓ A complete log of every task, message, and decision
Transparent work tracking.
With traditional bookkeeping, you often get a bill without knowing what work was actually done. Our Portal gives you visibility into the time logged on your account, the tasks being worked on, and the progress being made by the team assigned to your books.
- ✓ See when each team member logs work — and on what
- ✓ Track progress by task, month, or workflow
- ✓ Transparent monthly billing — no "just trust us"
- ✓ Spend breakdowns by service line (bookkeeping, payroll, tax)
One place to reach
your entire team.
No digging through email threads or wondering who to contact. Your communication dashboard lets you message every member of your assigned team in one place — bookkeeper, payroll specialist, tax specialist, senior reviewer — so questions, updates, requests, and decisions stay organized around your account.
- ✓ Reach your entire team with one message
- ✓ No scattered email chains, no lost replies
- ✓ All conversations stay tied to your account
- ✓ Bookkeeping, payroll, tax, and document threads — organized
Your account history,
searchable by AI.
Every message, file, and request is stored securely in your account. Your AI assistant can summarize past conversations, pull up old threads, and recap decisions — so you don't have to search through emails or message history to find what was said.
- ✓ Summarize a thread across weeks of conversation in seconds
- ✓ Pull up any past decision, document, or message
- ✓ Identify what's still pending or missing
- ✓ Recap monthly close, payroll runs, or tax filings in plain English
You flagged that revenue in Illinois was approaching the nexus threshold. Sarah registered your account in IL on Oct 5 and confirmed the first monthly filing is due Apr 20. You're now compliant in 5 states; Chicago city tax applies and is bundled with the IL filing.
Everything else,
handled.
The Portal isn't trying to replace your bookkeeping software. It sits cleanly on top, doing the things QuickBooks, Xero, FreshBooks, and Wave were never built to do.
Real-time dashboard
See your cash balance, runway, and key metrics any time — without waiting for a monthly report.
Bank-grade security
End-to-end encryption, SOC 2 controls, and SSO support. Your financial data is never exposed.
Activity timeline
See exactly what your team did and when — from receipt sorting to month-end close to tax filings.
Multi-user access
Add co-founders, your CPA, your CFO, your investors. Granular permissions on every account.
Task tracking
See every open task your team is working on — what's pending, what's in review, what's done. You're always in the loop, never guessing.
Full transparency
Every status update, every decision, every document — visible to you in real time. No black boxes, no "we'll get back to you."
Portal questions, answered.
Is the Yesler Portal a replacement for QuickBooks or Xero?
Do I have to use the Portal? Can I just email my bookkeeper?
How do I upload documents?
Where do my uploaded documents actually live?
Can my CPA or investors access the Portal?
What about security?
See the Portal in action.
30-minute demo. We'll walk you through the Portal live, with your actual books loaded up.