P
Purser
FOR CPA FIRMS
What it runs How it starts FAQ
→ Building for CPA firms

Your accountants stop preparing. They review.

Purser's agents take the preparation work end to end: bills, bank, payroll, filings, on the stack your clients already run. Every figure arrives with the document behind it. Your licensed professionals approve.

Book a demo
pilots this fall with a small number of design-partner firms
PREPARED FOR REVIEW · HARBOR & VINE
4 to review
agents prepare · your professional approvessample data
→ Who runs Purser

Your doers become reviewers.

The number that decides your margin is how many clients one licensed professional can carry. Purser exists to move it by taking the preparation off their desk, not by hiring behind them.

→ What the agents run

Whole workflows, not autocomplete.

Runs on QuickBooks, Ramp and Rippling. Nothing to migrate.
→ The part nobody has built

The context that lives in your accountant's head.

What the client sells, how revenue actually arrives, which vendors recur, what your firm capitalises and what it never does. That knowledge is why a good accountant codes a transaction correctly the first time, and why generic tools cannot.

Purser writes it down, per client, and applies it at the source instead of cleaning up at close. Your firm's conventions become the client's defaults.

CONTEXT LAYER · HARBOR & VINE
learned once · applied to every transaction after
→ How it starts

One client, read-only, no commitment.

→ FAQ

What firms ask us first.

→ Talk to us

Bring one client. See the close.

Twenty minutes on a real ledger, or leave your details and we'll come back when your segment opens. Either way you talk to the two of us. No SDR.

Or email info@purserbooks.com. We reply within a business day.

Twenty minutes, one client
We run a real close in front of you.
Book a demo
Four fields. We use them to reply to you and nothing else. No client data needed to talk.
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