Send receipts, statements, or QuickBooks exports.
Send receipts, statements, or QuickBooks exports.
Manage multiple businesses, collaborate with your accountant, create invoices, and understand your complete financial picture from one secure platform.
Switch between companies from one account while keeping every business's books, reports, and financial records separate.
Give your accountant secure access to your books so you can review the same numbers and work together without sending files back and forth.
Build client-ready invoices, export polished PDFs, and track open, paid, and remaining balances from one workspace.
Monitor profit and loss, cash flow, balance sheet, net worth, assets, and liabilities with reports that stay tied to your ledger.
Upload statements, spreadsheets, and accounting exports, then use rules and editable categories to keep transactions organized.
Use clear dashboards, customer and vendor insights, tax intelligence, and export-ready reports to make better financial decisions.
Enterprise-grade accounting and financial intelligence — without the enterprise price tag.
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Invoice Only
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Done-For-You
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FICRU — Last Updated: 8/15/2026
Financial files are used only to provide the reporting and advisory features requested by the customer.
Customers may upload statements and financial exports for processing. When used:
File upload is the supported method for importing financial data.
We do not use your financial data for advertising, sell it to third parties, or share it with anyone outside of what is required to operate the service.
Data is retained as long as reasonably needed to operate the service, maintain records, or meet legal obligations. To request deletion of your data or revoke bank connection access:
ksmeyers@meyersadvisory.comFICRU provides bookkeeping support, financial organization, dashboard reporting, and advisory analysis. This service does not provide:
All final financial, tax, and legal decisions remain the responsibility of the client and their licensed advisors.
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