Frequently Asked Questions

Beyond Insite provides comprehensive AI-powered bookkeeping, real-time financial reporting, tax preparation support, payroll reconciliation, and fractional CFO advisory services. We handle your day-to-day books so you can focus on growing your business.

Our AI platform connects securely to your bank accounts, credit cards, and financial tools. It automatically categorizes transactions, flags anomalies, scans receipts and invoices, and generates real-time financial dashboards — all updated daily so your numbers are never stale.

You get on-demand access to Profit & Loss statements, Balance Sheets, Cash Flow reports, expense breakdowns, budget vs. actual comparisons, and custom KPI dashboards. Reports are available 24/7 through your client portal.

Yes! Our Upload Docs feature lets you securely submit receipts, invoices, bank statements, and any supporting documents directly to your bookkeeper. Files are encrypted and stored securely.

We use bank-level 256-bit encryption for all data in transit and at rest. Access is protected by multi-factor authentication, and we follow strict data privacy protocols. We never sell or share your financial data.

After you request a free quote and we agree on a plan, onboarding takes 3–5 business days. We connect your accounts, review your historical books, and set up your custom dashboard. Your dedicated bookkeeper will schedule an intro call to walk you through everything.

Absolutely. We work alongside your CPA or tax preparer and provide them with clean, organized books and any documentation they need — saving you time and reducing your accounting fees.

Pricing is based on your business size, transaction volume, and service needs. We offer flexible monthly plans starting at affordable rates for small businesses. Request a free, no-obligation quote to get a custom estimate.