AI Bookkeeping · WhatsApp · Bilingual

Your books,
done through
WhatsApp.

Hispanic SMBs in NYC text their transactions daily. Migo categorizes everything, your accountant approves from a dashboard, entries post to QuickBooks. No software. No spreadsheets. No chasing clients.

See the Demo For Accountants →

QuickBooks OAuth · No credit card · Up and running in 10 minutes

5 NYC businesses live on Migo

2,730 transactions processed

44 AI proposals approved

94% AI accuracy

Migo — Accountant Portal

Clients

Pending

2,730

Txns

94%

AI Acc.

La Mexicana Grocery

✓ 2 proposals

Bronx Auto Repair

⚠ 1 anomaly

Carnitas Felipes

Pending

Sunrise Services LLC

✓ Healthy

Alma Produce Inc.

Syncing

41 approved this month

3 need your review

How It Works

From WhatsApp message
to clean books.

Four steps. Zero friction. Your clients do everything from their phone.

Your client texts Migo

In Spanish or English. Migo welcomes them, collects their business info, and connects their QuickBooks via OAuth — no software downloads, no training needed.

"Envía un mensaje. Así de simple."

Migo syncs & categorizes

Every transaction pulls from QuickBooks. OpenAI categorizes each entry, 8 anomaly rules scan for red flags, and duplicates get reconciled automatically.

"La IA categoriza, detecta anomalías, concilia."

You review & approve

Your accountant dashboard shows a proposal queue sorted by AI confidence. Anomalies float to the top. One click to approve or request a fix. Changes write back to QuickBooks.

"Tu contador revisa. Un clic. Listo."

Books are clean

Monthly financial summaries go to your client via WhatsApp. Quarterly tax deadline alerts. Year-end prep done — without chasing anyone for receipts.

"Reportes cada mes. Impuestos a tiempo. Tranquilo."

For Small Businesses

No software.
No spreadsheets.
Just your phone.

Your clients message Migo in Spanish or English. Income, expenses, anomalies, monthly reports — all through WhatsApp. Their accountant reviews, they just do their job.

WhatsApp in your language — English or Spanish, fluidly
Monthly financial summary via WhatsApp
Tax deadline alerts before they bite
Connects to QuickBooks — accountant handles everything else

WhatsApp message

"Hola Migo! Tuve $2,400 en ventas hoy"

Migo responds

"Categorizado. Tu mes va 14% mejor que abril. Reporte enviado."

Accountant approves

Entries posted to QuickBooks. No data entry needed.

For Accountants

Your full client queue,
on one screen.

Manage every client from one dashboard. Proposals sorted by AI confidence — anomalies float to the top. Approve in one click. Changes write back to QuickBooks automatically.

Proposals sorted by AI confidence — lowest first, so you know what needs attention
One-click approve or reject — changes sync to QuickBooks the same day
Per-client health KPIs — spot anomalies before they become tax problems
Serve 50 clients instead of 10 — without hiring more staff
QuickBooks Online OAuth — no manual data entry, ever

Open Accountant Portal → See Pricing

Migo Accountant Portal — client dashboard with AI proposals

Pricing

One subscription.
Unlimited clients.

$99/month gets your firm an accountant portal. Every SMB client costs nothing extra — they use WhatsApp, you get clean books. No per-client billing, no surprises.

Firm Starter

$ 49 /mo

Up to 15 clients included

15 client accounts — WhatsApp onboarding, no limit
Accountant Portal with proposal queue
QuickBooks Online OAuth sync
AI transaction categorization
Anomaly detection + alerts
Bilingual: English + Spanish

Start Free Trial

14-day free trial · No credit card

Built for the businesses that built New York. Financially underserved. Linguistically locked out. Not anymore.

300,000+ Hispanic small businesses in New York. Most have a bookkeeper or accountant. None of them have software that speaks Spanish. None of them text their accountant daily. That's the gap Migo fills — and the reason every major competitor has ignored this market.

Botkeeper just shut down. The market is open. Migo is the only bilingual, WhatsApp-native bookkeeping tool built for this community. The accounting firm that adopts Migo first serves more clients, gets cleaner books, and wins.

5 NYC demo businesses

2,730 transactions processed

44 AI proposals generated

Try the Demo Talk to us →

From the Field

What accountants say.

Real results from firms serving Hispanic small businesses in NYC.

Before Migo, I was chasing my clients for receipts every month. Now they just text Migo and I review clean proposals. My client load went from 12 to 47 in eight months.

Maria Rodriguez, CPA Rodriguez & Associates · Washington Heights

The WhatsApp bilingual piece is the differentiator. My Spanish-speaking clients — they're comfortable texting in Spanish. That alone changed how often they actually use the service.

Carlos Lopez, EA Lopez Tax Services · Bronx

Botkeeper just shut down. We were on it for two years. Migrated five clients to Migo in a weekend. The WhatsApp onboarding is smoother than anything Botkeeper ever did.

Sarah Huang, CPA Manhattan Business Accountants · Midtown

FAQ

Questions accountants ask.

What does my client need to get started?

Is the QuickBooks integration secure?

What happens if the AI makes a mistake?

Does it work for Spanish-speaking clients?

How does Migo generate ROI for my firm?

How often does transaction sync happen?

Your books, done through WhatsApp.

From WhatsApp messageto clean books.