FAQ
Common questions.
From business owners and partners evaluating HaiFi. If yours isn't here, talk to us.
About the service
Who does the work, how fast the close is, what it costs, and what happens if you cancel.
- Who actually does my books?
- A bookkeeping team, working with software we built ourselves. The routine matching and categorization runs automatically, which is how we can keep your books current every day instead of once a month — but an accountant reviews the exceptions and signs off on every report before it reaches you. Nothing reaches you unreviewed.
- Do I have to switch accounting software?
- No. We work in the ledger you already use — QuickBooks Online, Xero, or AccountingSeed — connected via OAuth. Your books stay in your ledger; nothing gets migrated or held hostage.
- How fast do I get my month-end close?
- Your close is delivered within 5 business days of month-end on every plan. On the Daily plan your books are also reconciled every business day, so you're never looking at stale numbers in between.
- Where do I see my books?
- Wherever you already work: reports arrive in your email or Slack, and you can ask questions about your numbers in Claude any time. You can always see the live status of your books — no black box, no waiting for a monthly PDF to find out where things stand.
- What do the "starting at" prices mean?
- The listed price covers a typical business at that cadence. Higher transaction volume, multiple entities, or heavy cleanup can raise it — you get a fixed monthly quote in the free consultation before you commit. No hourly billing, ever.
- What does onboarding involve?
- A one-time project starting at $750: we connect your accounts, set up or clean up your chart of accounts, and catch up any behind months so ongoing service starts from a clean baseline. It's scoped by how far behind the books are.
- What is the AI CFO package?
- A $299/mo add-on to any bookkeeping plan. Every month you get a balance sheet, P&L, a 13-week cash flow forecast, and an investor-ready reporting deck — built on books we keep and stand behind, which is exactly why the numbers hold up. If you want a live CFO walking you through the numbers, budgets, and strategy, advisory starts at $2,000/mo.
- Do you handle taxes?
- Yes. Business tax filing starts at $125/mo, quoted alongside your bookkeeping plan, so the team that keeps your books also files your return — no year-end shoebox handoff.
- Do you run payroll?
- No — you keep your payroll provider (Gusto or whoever you use today), and we record every payroll run in your books as part of the bookkeeping service. You stay in control of who gets paid; your books stay accurate.
- 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.
- I already have a CPA or accountant. Does this replace them?
- No — we do the bookkeeping layer and they keep tax strategy and advisory. Most CPAs love receiving clean, reconciled, accountant-approved books. If your CPA wants to offer this under their own brand, point them at our partner program.
- Can I cancel anytime?
- Yes. Service is billed monthly and you can cancel any time; service runs through the end of the current paid month. Your books stay in your ledger — QuickBooks, Xero, or AccountingSeed — so you keep everything.
- Is my data secure?
- We connect to your systems via OAuth and never store your bank credentials. Every transaction carries an audit log of what was done and why. Data is hosted in US regions.
For partners
White-label delivery for CPAs, bookkeeping agencies, and fractional CFOs.
- How does the white-label program work?
- You keep the client and the relationship; we run the bookkeeping delivery under your brand. Your clients get daily reconciliation, accountant-approved reports, and a 5-business-day close — delivered as your service.
- What does it cost me?
- A fixed wholesale price per client, quoted by transaction volume and complexity. You set your own retail price and keep the margin. No revenue share, no per-seat fees.
- Will my clients know HaiFi is involved?
- That's your call. The service is white-label — your brand on the deliverables — and you decide how to position the technology behind it.
- What work do you take off my plate?
- The full bookkeeping layer: categorization, bank and merchant reconciliation, month-end close, financial statements, receipt capture, prepaid and accrual schedules. You stay in the reviewer's seat as much or as little as you want.
- How do we hand off a client?
- Each client starts with an onboarding project — accounts connected, chart of accounts cleaned, behind months caught up — then moves to their ongoing cadence. You see status the whole way.
- Do my clients or my team need to learn new software?
- No. Books stay in the client's existing ledger, and reports are delivered by email or Slack. When you want the chat surface, we set up Claude access for you and your clients as part of the arrangement — you don't have to retool your firm to keep up with AI.
- Who is the program for?
- CPAs who want to keep the advisory work and hand off the bookkeeping, bookkeeping agencies that want AI-scale delivery without rebuilding their workflow, and fractional CFOs who want a delivery arm behind their client relationships.
Still got questions?
Send us a note. We answer everything that doesn't make it into the FAQ here.