Your Clients' Books Shouldn't Be Your Problem.
But right now, they are. Scarlett fixes that.
You didn't build your practice to chase receipts, clean up miscategorized transactions, and babysit clients who can't keep their books straight. Scarlett handles all of that — automatically, proactively, and without you lifting a finger. Your clients stay current. You stay sane.
You're spending too much time on things your clients should be handling.
Chasing receipts
You ask. They forget. You ask again. Three weeks later you're doing month-end close with half the documentation you need. Scarlett matches receipts to transactions automatically — the moment they happen.
Cleaning up bad data
Clients miscategorize transactions, skip entries, or ignore their books entirely until something breaks. You inherit the mess. Scarlett categorizes every transaction in real time and gets smarter every time a correction is made.
Waiting to close
You can't close a client's books until they've answered questions that have been sitting in their inbox for two weeks. Scarlett asks those questions in real time — right when the transaction happens — so the answer is already there when you need it.
Scarlett works your clients so you don't have to.
Scarlett sits between you and your clients and handles everything that shouldn't require your expertise. Transactions get categorized. Receipts get matched. Compliance questions get asked and answered in real time. PDF bank statements get imported without a CSV in sight.
When something actually needs your judgment, Scarlett routes it to you. Everything else is handled before it ever reaches your desk.
Simple for you. Even simpler for your clients.
Refer Your Clients
Share your unique affiliate code with clients. When they sign up, they're linked to your account automatically. Nothing to install. Nothing to configure.
Scarlett Goes to Work
Scarlett connects to your client's bank, imports their transactions, categorizes expenses, matches receipts, and flags anything that needs input — all in real time, without you involved.
You Get Cleaner Books
By the time you sit down to review a client's books, the transactions are categorized, the receipts are matched, and the questions are already answered. Less cleanup. Faster close. Every time.
You Earn on Every Referral
Every client you refer puts money in your pocket — automatically, with no cap on earnings. The more clients you bring in, the more you earn. No extra work required.
Everything your clients were supposed to be doing, Scarlett just does it.
Your clients don't need to become bookkeepers. Scarlett handles the operational detail automatically and only surfaces what genuinely needs a human decision.
Proactive transaction check-ins
When a transaction needs clarification, Scarlett asks the client in real time — before it becomes a problem in the books.
Real-time categorization that learns
Transactions are categorized the moment they happen. Scarlett gets smarter with every correction — so the books get more accurate over time without extra effort.
Receipt upload and auto-matching
Clients drop in a receipt and Scarlett extracts the vendor, amount, and date — then matches it to the right transaction automatically. No chasing. No manual entry.
Financial Pulse — always on
Every client has a live Pulse page — cash position, daily P&L, projected cash flow, AR/AP aging. You can see exactly where each client stands without asking them a single question.
QuickBooks import and mirroring
Clients already on QuickBooks? Scarlett imports everything in one click and can mirror both ways. No forced migration. No disruption to your existing workflow.
Smart routing to you
When something genuinely requires your professional judgment, Scarlett flags it and routes it your way. You only see what actually needs you — nothing more.
Refer clients. Earn on every one.
You're already working with small business owners. When you refer them to Scarlett, you earn a referral fee on every client — automatically, with no extra steps and no cap on earnings.
One client or fifty — the program works the same way. Share your affiliate code, they sign up, you earn. That's it.
Book a Call to Learn MoreIf you manage books for small businesses, Scarlett was built with you in mind.
Accountants
Spend less time cleaning up client books and more time on the advisory work that actually grows your practice — and your revenue.
Bookkeepers
Stop chasing clients for information you need to do your job. Scarlett keeps them accountable so you don't have to — and makes you look like a genius in the process.
CPAs
Go into tax season with clean data, accurate categorization, and clients who actually stayed on top of their books. For once.
Fractional CFOs
Spend your hours on strategy, not transaction cleanup. Scarlett handles the operational noise so you can stay focused on the financial picture that actually matters.
Two ways to move forward.
Jump straight to pricing or book a call and we'll walk you through the partner program.
Start referring today
Share your affiliate code with clients and start earning on every referral. Pricing is $75 per org per month — the same for everyone.
Book a call with us
30 minutes. We'll walk through the partner program, answer your questions, and get you set up with your affiliate code.
Pick a time that works for you.
30 minutes. No obligation. No pitch deck.
Frequently Asked Questions
How does the referral program work?›
When you refer a client to Scarlett, you share your unique affiliate code. When your client signs up using that code, you're linked automatically and begin earning your referral fee. There's nothing else to set up on your end.
Does Scarlett replace me?›
No. Scarlett handles the day-to-day operational work — transaction monitoring, categorization, receipt matching, client check-ins. The work that requires professional judgment, strategic advice, and expertise still requires you. Scarlett makes your job easier and your clients easier to work with. Not redundant.
What does my client's experience look like?›
Your clients connect their bank accounts through Scarlett's secure Plaid integration, upload any existing invoices — or import directly from QuickBooks — and they're up and running. From there, Scarlett monitors transactions in real time, categorizes automatically, matches receipts, and checks in when she needs input. Most clients are fully set up in a single session and current in 5 to 10 minutes a week after that.
Do my clients have to leave QuickBooks?›
No. Scarlett can import everything from QuickBooks in one click and run alongside it — mirroring both ways. Your clients don't have to change anything about how they currently work. They can switch fully when they're ready, or stay on both indefinitely.
Do I need to manage anything inside Scarlett?›
Not on a daily basis. Scarlett handles the client-facing work independently. Anything that genuinely requires your professional judgment gets routed to you. Everything else is handled before it reaches your desk.
Is there a limit to how many clients I can refer?›
No. There's no cap on referrals or earnings. Refer one client or a hundred — the program works the same way.
What does Scarlett cost my clients?›
Scarlett is $75 per organization per month — the same for everyone. Each client you refer counts as one organization. Annual billing is available and works out to 2 months free. Visit our pricing page for full details.
Ready to stop chasing and start closing?
Your clients' books don't have to be your problem anymore.
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