FAQ
Common questions.
From firm owners and SMBs evaluating HaiFi. If yours isn't here, talk to us.
For accounting firms
Engagement model, security, transition, what happens if it doesn't work.
- What does the 90-day engagement actually cost?
- Pricing is scoped during the APS assessment based on your firm's client roster, integrations, and delivery model. We give you a fixed engagement number after the assessment — no hourly billing.
- What if my team resists?
- The RDA model is built around team transformation, not headcount reduction. Your delivery team levels up to reviewers, exception handlers, and advisors. Bookkeepers who stop typing classifications start doing higher-leverage work and the engagement explicitly carves out time to bring them along.
- Will my clients notice?
- They'll notice the close arriving faster, the books being current mid-month, and their reports looking sharper. They generally won't notice that the work shifted to AI — and that's the point.
- What if a pilot client's books are messy?
- Messy is fine for the pilot — that's where the leverage actually shows up. Your RDA will use the first weeks to triage and clean before turning on automation. We don't pretend a clean baseline is a prerequisite.
- Can I run two ledger systems at once during transition?
- Yes. HaiFi reads and writes to QBO, Xero, and AccountingSeed via the MCP. You can pilot a workflow against one client on Xero while keeping everything else on your existing ledger.
- Do you support multi-firm consolidation?
- Today the engagement is single-firm. Multi-firm consolidation for groups and networks is on the roadmap — talk to us if that's your model.
- What happens if we cancel?
- Your client data stays in your existing ledger (QBO, Xero, AccountingSeed) and our reads/writes stop. Workpapers and the audit log export to your firm. We don't hold your books hostage.
- Is my client data secure?
- HaiFi reads from your existing systems via OAuth — we never store your clients' credentials. All transactions ride a unified audit log. SOC 2 in progress; data hosted in US regions. Talk to us for the detailed security packet.
- Does HaiFi replace Karbon, Canopy, or TaxDome?
- Not initially. HaiFi's Practice Management deliverable covers leads, deals, engagement letters, and client requests — overlap with practice-management tools. We're not pushing firms off their existing PM tool during the engagement. If you want to consolidate later, the option is there.
- What if a client's bookkeeping requires judgment HaiFi can't make?
- Exceptions queue up for human review. The system surfaces low-confidence drafts and unfamiliar patterns rather than guessing. That's the point of the approve-the-batch flow.
For SMBs & solopreneurs
Setup, cost, security, what happens when you grow.
- Does it work with my QBO or Xero?
- Yes. HaiFi reads from and writes to both. AccountingSeed too. Connect via OAuth in about 5 minutes — no migration, no ripping out what you already use.
- Does it work with my bank?
- If your bank supports Plaid, yes. That covers the vast majority of US banks and credit unions, including most credit cards.
- Can I cancel anytime?
- Yes. Per-entity pricing is billed annually for the discounted rate or monthly. Cancel and your books stay in your existing ledger; nothing leaves with HaiFi.
- What's the total cost, including Claude?
- $49 / entity / month for HaiFi (annual), plus a paid Claude plan (Claude Pro starts at $20 / month), plus $2 / month per outside-service connection (bank, Stripe, Plaid, etc.). For a single-entity SMB with three connections, you're at roughly $75 / month all-in.
- Do I need to be technical?
- No. The setup is pasting a URL into Claude once. Day-to-day usage is asking Claude in plain English what you want to know — your monthly P&L, your tax-readiness, your cash position.
- Will my accountant hate this?
- Most accountants want their clients to send them clean books. HaiFi makes that happen, and your accountant can use the same system at no extra cost (unlimited users on the per-entity plan). Many of our firm partners actively encourage clients onto HaiFi.
- What if I have multiple businesses?
- Per-entity pricing scales: each LLC pays its own $49/month. Real estate investors and operators with 3–10 entities tend to find this cheaper than hiring one bookkeeper for the lot.
- Is my data secure?
- HaiFi reads from your existing systems via OAuth — we don't store your bank credentials. All transactions carry an audit log with the AI's reasoning. Data is hosted in US regions.
- What if I want my accountant to take over later?
- Bring your accountant in for free as a user. When you're ready, hand them the keys via the Business+ tier (close support) or a HaiFi Pro firm (full firm-side delivery). Same books, more hands.
Still got questions?
Send us a note. We answer everything that doesn't make it into the FAQ here.