Esve for Accountants

Do more with every hour

AI that handles the manual work so you can focus on advisory, strategy, and growing your practice.

Apply to Partner

Your clients don't pay you to categorize transactions. They pay for insight, accuracy, and peace of mind. But most of your time goes to the work that doesn't require your expertise.

Esve takes the repetitive tasks off your plate — data entry, document sorting, bank reconciliations — so you can serve more clients, deliver faster, and actually advise.

Built for firms that move fast

Every client. One dashboard.

See every firm, every deadline, every outstanding item. No more switching between tools.

Meridian Corp142 documents
Up to date
Northvale Ltd89 documents
Review needed
Apex Holdings214 documents
Up to date
Summit Group67 documents
Pending docs

Forward. Done.

documents@yourfirm.esve.co
vendor@supplier.comInvoice_March.pdf
bank@bmo.comStatement_Q1.pdf
client@northvale.comReceipt_0412.jpg

Clients forward emails. Documents land in their vault.

Your brand. Your platform.

Branding
Domain
Billing

Custom logo, colors, domain, and consolidated billing

Automate the repetitive

Set rules once. Every new document triggers categorization, extraction, and sync across all clients.

New receipt uploaded
Trigger
Auto categorize to expenses
Complete
Extract vendor and amount
Complete
Sync to QuickBooks
Complete
Notify team via email
Sent

Client financials at a glance

Income, expenses, and net position for every client. No spreadsheets.

Income
$48,320
Expenses
$31,150
Net
+$17,170

Built for trust

Full audit trail on every action
Role based access per client
Bank level encryption at rest and in transit
SOC 2 compliant infrastructure

Early partner benefits

We're onboarding a limited number of accounting firms. Early partners get priority access, direct support, and input on the product roadmap.

Dedicated partner success manager
Direct Slack access to our product team
Early access to new features and integrations
Free data migration from your current tools
Custom pricing for your firm and clients
Priority support with same-day response
Complimentary Esve access for your own firm

How it works

01

Connect

Link your clients' bank accounts and upload existing documents.

02

AI processes

Transactions are categorized, documents are extracted, and accounts are reconciled automatically.

03

Review

Approve AI suggestions, flag exceptions, and make adjustments in minutes — not hours.

04

Deliver

Export clean financials to your preferred tools or generate client-ready reports.

Ready to transform your practice?

Apply now for early access. Spaces are limited.

Or email us at partners@esve.com