Bookkeeping and banking
Sales and getting paid
Expenses and payables
Inventory and fixed assets
Reports and closing
Control and scale
23 modules · one set of books
AI agents that book, reconcile and close.
See all features → Bookkeeper sign in →fiscal50 Bookkeeper Workspace
fiscal50 is bookkeeping software for bookkeepers and accounting firms: each client’s books live in fiscal50, and you run every client from one Bookkeeper Workspace login. The Workspace is free to start and shows every client’s bank feeds, Banks to Books backlog, reconciliations and month-end status on one dashboard, so you can close the month for every client with reviewer sign-off and open any client’s books in one click.
Already registered? Sign in to your workspace
One login, every client company
Yes. One Bookkeeper Workspace login lists every client company you keep books for, whichever way the client pays. Log in opens that client’s own fiscal50 in a new tab without a shared password, and every opening is recorded.
Three ways to work with clients
Your plan covers the workspace. The arrangement only decides who pays fiscal50 for that client, and you can mix all three.
Buy fiscal50 licenses in the Workspace at partner prices, 15% to 30% off retail. Add the client with basic details; fiscal50 creates the company and the plan follows the license. Bill your client however you like.
Add the client the same way. The client verifies and pays fiscal50 at retail, and you stay on as their bookkeeper, earning a 20% revenue share for 12 months through the partner program.
A business already on fiscal50 enters your connect code under My bookkeeper, or approves your access request, and chooses the access level. Free on Connect.
One dashboard for every client
Bank feeds, Banks to Books backlog, reconciliations, approvals and a health score with reasons, for every client, read straight from fiscal50.
One workflow for every client
The same four stages run for every client, so anyone on the team can pick up any client. The work happens in the client’s fiscal50, and the Workspace shows where each client stands.
A checklist for the client’s source system covers agreement, setup, data, opening balances and banks. For QuickBooks clients, the configuration agent imports the chart of accounts and trial balance and checks that debits equal credits before you approve the import.
QuickBooks migrationBank and card transactions arrive in Banks to Books. AI pre-selects a recommendation for each one with a reason, a confidence percentage and the evidence, and nothing posts until you click Post. Rules you approve in client AI memory apply to that client only.
How Banks to Books worksReconcile every bank, card and loan account period by period. On fiscal50 Business and Business Pro, auto-reconciliation checks the predicted ending balance against the bank and clears matching transactions, stopping where a period needs you. The Workspace flags anything posted or deleted after reconciliation.
Bank reconciliationOn Practice and Firm, the close board checks that Banks to Books is empty, accounts are reconciled and approvals are cleared, and a second person signs off. fiscal50 then locks the month so nothing dated in it can change.
Month-end close checklistMonth-end for every client
Start the month for all clients in one click. Checks tick themselves from fiscal50 data, a reviewer signs off, and the client gets a close package.
AI across your portfolio
The AI practice assistant answers from your firm’s own records, shows the evidence per client, and turns the answer into tasks or document requests. It only searches the clients you are allowed to see.
Fifty is here too. The same Fifty as in fiscal50 sits on every Workspace page. Ask it how to do anything in fiscal50; bookkeeper analyses across your clients are rolling out.
Easy migration and onboarding
Each new client gets an onboarding checklist for their source system: agreement, setup, data, opening balances, banks, review and client steps. Steps tick themselves where fiscal50 shows them done.
Client collaboration
Ask a client for receipts, statements or answers. They upload through a secure portal with an e-mailed code, no login to remember, and reminders go out on their own. Client requests and the portal come with Practice and Firm.
Grow and run the practice
On Firm, win clients in the CRM, package your services, track time and bill clients from the same login. Every plan can list the firm in the public directory.
For firms with teams
Pricing
Start on Connect for free. Move to Practice for month-end close and client document requests, or to Firm for CRM, time tracking, firm billing and team permissions.
For bookkeepers whose clients pay for fiscal50.
FreeFree
1 seat (the owner)
Start freeFor growing practices running month-end for many clients.
$15.50$13.95 per monthper month, billed $167.40 a year (save $18.60)
Up to 4 seats (owner + 3)
Start PracticeFor firms with staff, permissions and audit needs.
$49.50$44.55 per monthper month, billed $534.60 a year (save $59.40)
Up to 11 seats (owner + 10, contact us for more)
Start FirmPrices in US dollars. Cancel any time. Client fiscal50 licenses are separate and optional.
| Feature | Connect | Practice | Firm |
|---|---|---|---|
| Clients and workspace | |||
| Client companies: license partner, client-paid and client-invited | Unlimited | Unlimited | Unlimited |
| Team seats | 1 seat (the owner) | Up to 4 seats (owner + 3) | Up to 11 seats (owner + 10, contact us for more) |
| Multi-client dashboard and one-click client switching | Included | Included | Included |
| Cross-client work queue | Included | Included | Included |
| Getting started checklists, integration health and client timeline | Included | Included | Included |
| Two-step sign-in for every user | Included | Included | Included |
| Learning, Academy guides and Academy certification | Included | Included | Included |
| Ask Fifty for reports and analyses | Included | Included | Included |
| Month-end close and client collaboration | |||
| Month-end close manager with reusable checklists | Not included | Included | Included |
| Reviewer sign-off and month-end close packages | Not included | Included | Included |
| Bookkeeping quality checks: negative and suspense balances, old uncleared items | Not included | Included | Included |
| Predictive close readiness | Not included | Included | Included |
| Client document requests and the client portal | Not included | Included | Included |
| Automated client reminders | Not included | Included | Included |
| Recurring service plans and templates with roll-forward | Not included | Included | Included |
| Custom close checklists | Not included | Not included | Included |
| Insights and reports | |||
| Client health scores and daily priorities | Not included | Included | Included |
| Portfolio reports with Excel and PDF export | Not included | Included | Included |
| Practice metrics | Not included | Included | Included |
| Client-specific AI memory | Not included | Included | Included |
| Exception detection: duplicates and unusual amounts | Not included | Not included | Included |
| Team workload report | Not included | Not included | Included |
| Audit log export | Not included | Not included | Included |
| Service profitability | Not included | Not included | Included |
| Practice management | |||
| Practice CRM | Not included | Not included | Included |
| Time tracking | Not included | Not included | Included |
| Firm billing with service packages | Not included | Not included | Included |
| Team and permissions | |||
| Assign clients to team members | Not included | Included | Included |
| Custom permission profiles | Not included | Not included | Included |
| White-label client reports and portal | Not included | Not included | Included |
| Licenses, partners and support | |||
| Partner program | Included | Included | Included |
| License volume discounts | Included | Included | Included |
| Priority support | Not included | Not included | Included |
Client licenses at partner prices
Your discount is set by the total licenses you hold across all three packages: 15% from the first license, up to 30% at 50+.
| Licenses held | Starter retail $5.50 | Business retail $19.50 | Business Pro retail $30.50 |
|---|---|---|---|
| 1–9 · 15% off | $4.68 | $16.58 | $25.93 |
| 10–24 · 20% off | $4.40 | $15.60 | $24.40 |
| 25–49 · 25% off | $4.13 | $14.63 | $22.88 |
| 50+ · 30% off | $3.85 | $13.65 | $21.35 |
Estimate
Licenses are billed with your plan on the same cycle. Sales tax may apply.
Partner program
When a client you set up or refer pays fiscal50 directly, you earn a share of what they pay for their first 12 months. Open on every plan, including Connect. Payouts go to your bank account through Stripe Connect.
Example: 12 clients on Business at $19.50 a month, at 25%, earn you $58.50 a month, $702 over 12 months. Illustration only.
Learning built in
fiscal50 Academy guides picked for your portfolio, team training progress, and lessons you can send to clients. Academy certification is coming soon.
Get started
Register on the free Connect plan, or start Practice or Firm. Two-step sign-in is set up on the way.
Add clients on a license you buy, set up clients who pay fiscal50 themselves, or share your connect code with businesses already on fiscal50.
Follow the checklist for each client’s source system. Steps tick themselves as fiscal50 shows them done.
Work the cross-client queue, request documents through the portal and watch Banks to Books and reconciliations on one dashboard.
Close every client on the board with automatic checks and reviewer sign-off, then send the close package.
The fiscal50 Bookkeeper Workspace puts every client’s month-end on one close board. On Practice and Firm you start the month for all clients in one click, the checks (Banks to Books empty, accounts reconciled, nothing posted after reconciliation, approvals cleared) tick themselves from fiscal50 data, and a second person signs off before the client gets a close package. fiscal50 then locks the closed month.
Yes. Every client company appears in My clients under one Workspace login, and Log in opens that client’s own fiscal50 in a new tab without a shared password. You can buy the client’s license at partner prices, let the client pay fiscal50 directly, or connect to a business already on fiscal50 with your connect code.
In each client’s Banks to Books, AI pre-selects a recommendation for every bank and card transaction with a reason, a confidence percentage and the evidence. You review each one and click Post. Nothing posts on its own, and each posted transaction is a balanced double-entry journal entry.
For clients whose books move to fiscal50, yes. The Bookkeeper Workspace gives you a multi-client dashboard, a cross-client work queue and a month-end close board, and the configuration agent imports a QuickBooks Online or Desktop chart of accounts and trial balance during setup. Transaction history is not migrated.
Yes. Connect is free forever, with 1 seat (the owner), for firms whose clients pay for fiscal50 or invite them. Practice ($15.50 a month) adds month-end close, client document requests, reports with export and AI tools; Firm ($49.50 a month) adds CRM, time tracking, firm billing, team permissions and white-label.
A seat is anyone who signs in to your workspace, the owner included. Connect: 1 seat (the owner). Practice: up to 4 seats, the owner + 3 team members. Firm: up to 11 seats, the owner + 10 team members; for more, contact fiscal50 at support@fiscal50.com. Clients never use a seat.
Yearly billing costs 10% less on Practice and Firm. Yearly client licenses also use the lower yearly fiscal50 price before your partner discount. Monthly suits you while your client list is still changing.
Yes, the books live in fiscal50. You can buy their license at partner prices, let them pay fiscal50 directly, or connect to a business already on fiscal50 with your connect code.
Press Log in next to the client. Their fiscal50 opens in a new tab without a shared password, and every opening is recorded.
Yes, at any time, from My bookkeeper in fiscal50. It takes effect immediately.
Only if their role allows it. Otherwise they see the clients assigned to them.
Partner prices are the retail price less 15% to 30%, depending on how many licenses you hold in total.
A 20% revenue share for 12 months on companies you refer or set up that pay fiscal50 themselves, or 25% as a Gold partner with 10 or more active clients. Payouts go through Stripe Connect.
No. Monthly or yearly plans, cancel any time.
Each new client gets an onboarding checklist for where they come from (QuickBooks Online or Desktop, Xero, Wave, FreshBooks, Zoho, Sage, spreadsheets or a new business). Inside fiscal50, the configuration agent imports the QuickBooks chart of accounts and trial balance.
Yes. Link your own company and open it from My books.
Two-step sign-in on every account, a 30-minute idle sign-out, single-use recorded links to open client books, read-only access to fiscal50 data, and access levels the client controls.
Related
20% revenue share for 12 months on client-paid companies (25% for Gold partners), partner prices on client licenses and Stripe payouts.
Read moreA Configuration Agent that imports your QuickBooks accounts and opening balances.
Read moreAuto-reconciliation that predicts each ending balance and reconciles every account month after month.
Read moreA checklist of what is pending, then locked periods.
Read moreConnect is free. Add your first client and open their books today.
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