[ Bookkeeping ]
Your books, whereyour business already lives.
Bank sync, AI categorization, P&L, tax prep, payroll taxes, and W-2s — built into the platform that runs your agency. Cancel QuickBooks.
Included in every plan • 7-day free trial • No credit card required
Everything the accountant asks for
Your scheduling, payroll, and billing data already live in CareCade — bookkeeping on top of it means no double entry and no exports between systems.
Bank Sync via Plaid
Connect your bank accounts securely and transactions sync automatically every day. Import up to 24 months of history to start with your full financial picture.
AI Categorization
One click categorizes every uncategorized transaction. Set rules by merchant or description so recurring expenses categorize themselves.
Profit & Loss Reports
Know whether you made money this month — filtered by date range or account, with a dashboard tracking income vs. expenses and what still needs categorizing.
Schedule C Tax Export
Hand your accountant one clean CSV in Schedule C format. Transactions and P&L export too — filtered exactly how you need them.
Payroll Taxes, W-2s & Pay Stubs
Federal withholding from W-4 data plus Washington L&I, PFML, Cares Fund, and SUTA. Tax Center deadlines, 941/940 tracking, W-2 generation, and PDF pay stubs.
Bank-Grade Security
Bank tokens encrypted at rest with AES-256. Bookkeeping is admin-only, and every access is logged — the same HIPAA-grade posture as your care data.
[ AI Financial Advisor ]
Ask your books a question.
A financial health score from 1–100, updated daily. Plain-English answers about your own numbers — "what did we spend on mileage last quarter?" — and prioritized suggestions with tax considerations, generated from your actual transactions.
- Financial health score with daily snapshots and history
- Conversational Q&A over your agency's finances
- Executive summary and P&L breakdown at a glance
- Prioritized suggestions, including tax considerations
One subscription. Whole agency.
Scheduling, EVV, AI reports, bookkeeping, payroll taxes, and W-2s — starting at $200/month.