MakeMyBaseFor Accounting Firms
QuickBooks Online ✓Xero ✓NetSuite ✓Sage Intacct ✓Bill.com ✓Ramp ✓Brex ✓Gusto ✓ADP ✓Dext ✓Hubdoc ✓Google Drive ✓SharePoint ✓Dropbox ✓Stripe ✓Plaid ✓QuickBooks Online ✓Xero ✓NetSuite ✓Sage Intacct ✓Bill.com ✓Ramp ✓Brex ✓Gusto ✓ADP ✓Dext ✓Hubdoc ✓Google Drive ✓SharePoint ✓Dropbox ✓Stripe ✓Plaid ✓
Built for accounting firms

Close the books in plain English.

MakeMyBase plugs into every ledger, every receipt scanner, every client folder you touch — then turns the whole pile into one AI workspace your partners, staff, and clients can actually use.

SOC 2-alignedSOX-ready audit trailClient-level isolation
MakeMyBase · Q3 Close
  • Reconciled accounts142 / 142
  • Missing receipts found38
  • Client questions resolved217
  • Avg lookup time2.4s
  • Hours saved (week)61.5
Net Δ+73% faster
vs. last quarter · sample firm, 18 staff

The numbers your managing partner cares about.

Firms move from "where's that PDF" to "what's our exposure on this client" in the first week.
73%
less time hunting for source docs
across pilot firms, first 60 days
4.1×
faster client question turnaround
compared to email + portal lookup
$0
spent on a separate research tool
one workspace, every client file

Connects to the stack you already bill against.

Every connector is two-way and incremental. We never re-pull what we already have, and every answer cites the exact source row, document, or transaction.

MakeMyBase AI
Firm-wide brain
General Ledger
Live
QuickBooks OnlineXeroNetSuiteSage Intacct
AP / Bill Pay
Live
Bill.comRampMelioBrex
Receipt & Doc Capture
Live
DextHubdocAutoEntry
Payroll
Live
GustoADPRipplingPaychex
Banking & Cards
Live
PlaidStripeMercury
Storage
Live
Google DriveSharePointDropboxBox
Tax & Audit
Beta
CCH AxcessDrakeProConnect
Anything else
Custom
REST APIWebhooksCSVSFTPOn-prem
Don't see a tool? We've added connectors in under two weeks.Request an integration

Ask anything. Get a cited answer — not a guess.

Every response points back to the exact row, document, or transaction it came from.

Senior accountant

"What's our largest A/R exposure for a client this quarter?"

MakeMyBase

$184,220 across 6 unpaid invoices, all aged 60+ days. Largest single: INV-2841 ($72,000, due Aug 14). Source: QBO + Bill.com.

Senior accountant

"Pull every contractor over the 1099 threshold for a client."

MakeMyBase

11 contractors above $600 YTD. Total: $87,430. W-9 missing on 2 (Lopez, Chen). Source: Gusto + receipts folder.

Senior accountant

"Summarize this client's engagement letter and flag scope changes."

MakeMyBase

Original scope: monthly close + payroll. Two emails in May expanded to AP and sales tax. Recommend amended letter. Source: Drive folder.

Try it Now

Build Yours in Minutes

A live MakeMyBase chat, primed on the questions accountants ask every day. No sign-up — type something below.

MakeMyBase · Live demo
Online

Hi — I'm MakeMyBase. Ask me anything an accountant might ask: A/R exposure, 1099 thresholds, close checklists, sales tax nexus, engagement scope. Try a suggestion below or type your own.

Demo answers use illustrative figures, not real client data.Build yours

Three weeks of onboarding, done in an afternoon.

01
Connect the stack

OAuth into QBO, Xero, NetSuite, Bill.com, Gusto. Drop in any Drive or SharePoint folder. One-click client onboarding.

02
We index the trail

Transactions, journal entries, invoices, receipts, engagement letters, prior-year workpapers — all unified per client.

03
Your firm just asks

Partners, staff, and even clients ask in plain English. Every reply cites the row, doc, or transaction it came from.

Common questions

What accounting firms ask before they sign up

Have a question we didn't cover? Talk to our team

SOC 2 Type II alignedClient-level data isolationSOX-ready audit logPer-engagement permissionsPII redaction on ingestZero training on your data

Stop hunting. Start answering.

Connect one client engagement, point us at your Drive, and watch your firm hit close day without the fire drill.