Antler replaces the manual work your firm does after exporting client data — categorization, reconciliation, and tax-ready reports, all in one place.
14-day free trial · No credit card required · Setup in minutes
Antler is purpose-built for accounting firms managing multiple clients — not a general bookkeeping tool repurposed for accountants.
Train on your existing client history. The more you add, the smarter it gets — automatically applying what it knows about each client's vendors.
Upload your bank's check register PDF. Antler reads every payee name and fills in transactions automatically.
Manage up to 75 clients simultaneously with consistent rules, conflict detection, and firm-wide standards across every engagement.
Type "anything that sounds like a person's name → Outside Services" and the AI applies it across all clients, instantly.
Clean P&L and Balance Sheet reports with correct fiscal year closing entries — ready for tax return prep, or to send as monthly and quarterly client reports.
Ask "what is this vendor?" or "anything to review before year-end?" and get instant, client-aware answers from your data.
Your clients don't keep their own books — that's why they hired you. You receive their raw bank data and build their financials from scratch, whether for tax return prep or ongoing monthly and quarterly reporting. Antler is the platform your team works in every day to get that done.
| Feature | QuickBooks for Accountants | Antler |
|---|---|---|
| Designed for | Individual client files | Multi-client firms |
| AI categorization from real data | ✕ | ✓ |
| Conflict detection across clients | ✕ | ✓ |
| Firm-wide rules applied instantly | ✕ | ✓ |
| Check PDF payee recognition | ✕ | ✓ |
| Plain English Smart Rules | ✕ | ✓ |
| Works from any bank CSV or export | ✕ | ✓ |
"I built Antler because my team was spending hours every month manually categorizing transactions for every client — the same tedious work, repeated from scratch each time. Now we handle the same volume in a fraction of the time — and the reports are cleaner than anything we were producing before."
All plans include every feature. Pay for the number of clients you manage — nothing more.
Free trial on Starter plan · No credit card required to start
Need more than 75 clients?
We offer custom enterprise plans for larger firms. Get in touch and we'll build the right package for your practice.
Contact us for enterprise pricing →Antler handles sensitive financial data for accounting firms. Security isn't an afterthought — it's built into the architecture from the ground up.
Decide exactly what each team member can see and do. Assign permission levels so staff only access what they need — keeping sensitive client data in the right hands.
All data is encrypted in transit and at rest. Every file upload is stored in firm-isolated storage buckets with the same Row Level Security rules applied at every layer.
Every action taken by every team member is logged — who did what, when, and what changed. The log is insert-only at the database level. Retained for a minimum of 7 years.
Sessions time out after 30 minutes of inactivity. Accounts lock after 5 failed login attempts. Access is revoked instantly the moment a team member is removed by a firm admin.
File types are validated by content, not just extension. Check PDFs are processed and immediately discarded — extracted payee data is stored, not the original file.
Your client data is yours — always. We never sell it, never use it for any purpose outside of operating the platform, and you can export everything at any time. Data is available for 30 days after cancellation.
2FA is available for all team members and can be enforced firm-wide by your admin — adding an extra layer of protection for everyone who has access to your clients' data.
Join accounting firms cutting categorization time by ~70%. Start your free trial today.
Free trial on Starter plan · No credit card · Cancel anytime