Everything you want
to know before you commit.

A Portfolio is your private accounting universe inside AccountingHub. It contains all of your related companies — every LLC, trust, holding company, and operating entity you own or manage — along with their shared vendors, classification rules, AI behavior, and financial history.

Each Portfolio is completely isolated: its own dedicated database, its own SQL credentials, and no shared infrastructure with any other client on the platform. You subscribe at the Portfolio level. Your price does not change as you add companies inside it.

Most accounting software runs every client on a shared database — your data lives alongside thousands of other clients', separated only by a filter. If there is ever a bug, a bad query, or a session error, cross-contamination is possible in principle.

AccountingHub provisions a separate SQL database and separate login credentials for each Portfolio at the time of account creation. Your financial data is not co-mingled with any other client's data at the database level — not by a row filter, not by a schema prefix. It is physically separate. We can honestly say: your Portfolio's data lives in a database no other client has access to.

This matters for high-net-worth clients, CPAs with fiduciary obligations, and anyone who requires verifiable data isolation as a baseline — not a marketing claim.

Up to 100 companies per Portfolio — more than enough for even the most complex family ownership structure. All 100 are included in the flat Portfolio subscription. There are no tiers, no "up to 5 entities" restrictions, and no per-entity charges at any level.

AccountingHub supports multi-Portfolio access for CPAs and bookkeepers. Each client family subscribes to their own Portfolio — their own private database, their own billing relationship. You are granted access to as many client Portfolios as needed from a single login.

Each Portfolio is fully isolated from every other. When you are working in Client A's Portfolio, there is no path to Client B's data. Your clients' financial environments never touch each other — and you never have to manage separate logins to see across your practice. → Each Portfolio bills at $495/month. You access all of them. They pay separately.

No — and this is intentional. Every Portfolio builds its own classification intelligence: its own vendor patterns, GL tendencies, and rule memory. The way one family categorizes owner-paid expenses, treats intercompany transfers, or structures their chart of accounts is specific to them.

Cross-Portfolio AI learning would introduce noise, not improvement. Your Portfolio's AI assistant is trained on your data and your decisions only.

$495/month per Portfolio, billed monthly. No long-term contract required.

Your Portfolio includes up to 100 companies — all at that one price. Add your sixth LLC, your second trust, your holding company: the price does not change. There are no per-entity fees, no per-user charges, and no feature tiers. One Portfolio, one rate, everything included.

Everything: a dedicated private database, up to 100 companies, unlimited users, bank register and reconciliation, full chart of accounts, P&L and balance sheet reports, trial balance, transaction staging and AI-assisted classification, vendor management, 1099 reporting, journal entries, document and receipt attachment, CSV export, and the AI assistant. No add-on fees. No surprises.

QuickBooks Online charges per company file — typically $65–100/month per entity on their Plus plan — and all of your data lives in a shared, multi-tenant environment. If you manage three entities on QBO Plus, you're paying $195–300/month with no cross-entity visibility, no intercompany awareness, and no Portfolio context.

AccountingHub charges $495/month for your entire Portfolio — up to 100 companies — in a dedicated private database built around the reality that your entities are related. The more complex your ownership structure, the more the comparison favors AccountingHub.

You're also paying for something QBO cannot offer: an accounting environment that is yours alone. Not filtered. Not shared. Dedicated. → Five entities on QBO: ~$400/month in shared infrastructure. Five entities on AccountingHub: $495/month in a private dedicated database.

Yes — 14 days, no credit card required. You get a fully provisioned private Portfolio — your own dedicated database — with full access to every feature during the trial. Import real data, set up your entities, and see exactly how it fits your operation before committing.

Yes. No long-term contracts on the monthly plan. Cancel anytime and access continues through the end of your billing period. Annual subscribers can cancel before their renewal date to stop future charges.

No. Your subscription covers unlimited users. Invite your bookkeeper, your CPA, and your business partner — no additional charge.

Yes. AccountingHub includes a full bank register and reconciliation workflow. Import transactions via CSV from any bank, run them through the staging and classification workflow, and reconcile against your bank statement. The system flags duplicates and unmatched items automatically.

Yes. All reports — P&L, Balance Sheet, Trial Balance — are entity-scoped. Select any entity and any date range and the report generates instantly. Comparative period reporting lets you run this year against last year side by side.

Yes. AccountingHub includes a 1099 report that identifies vendors who meet the filing threshold, flags missing tax IDs, and provides drill-through to individual vendor transactions. Export vendor data for filing in a few clicks.

Yes. Upload receipts, invoices, and supporting documents and link them directly to transactions or journal entries. Documents are stored securely and accessible from the transaction record — no more folder hunting at tax time.

Currently, bank data is handled via CSV import — download your statement from your bank and import it into AccountingHub. This works with every institution and gives you full control over what gets imported.

Direct bank feed integration is on the product roadmap.

Yes. AccountingHub includes a built-in AI assistant powered by OpenAI. It suggests GL account codes when you're classifying transactions, reviews journal entries for errors or imbalances, and answers questions about your accounts or accounting concepts. It works from your actual chart of accounts and transaction history — not generic examples.

No — payroll is outside the scope of AccountingHub. We focus on the core accounting layer: transactions, GL, reconciliation, and financial reporting. For payroll, use a dedicated service and record the payroll journal entries in AccountingHub.

You can import historical transactions via CSV export from QuickBooks. We provide a mapping guide to help you bring your chart of accounts and transaction history over. Most users find that starting fresh from the current year is the simplest path — keeping QBO accessible for historical reference while running current books in AccountingHub.

All of your LLCs live inside your Portfolio — one private, dedicated environment built around your ownership group. Each company has its own chart of accounts, bank accounts, transactions, and reports, fully isolated from the others. You switch between them from a single login with no concept of "opening a new file."

At the same time, the Portfolio knows your entities are related. They share a vendor registry, share classification rules, and can be reported on together. In QuickBooks, that relationship simply does not exist. Your six company files have no idea they belong to the same person.

Yes — and this is one of AccountingHub's defining differences from QuickBooks. QuickBooks has no concept of a Portfolio. Each company file is a completely isolated silo with no knowledge that your six LLCs are owned by the same family, share vendors, use a common CPA, and occasionally move money between each other.

AccountingHub is built around the reality that your entities are a Portfolio. They share a vendor registry, share a chart of accounts structure, and can be viewed and reported on together. That relationship is first-class, not an afterthought.

Yes. When one company in your Portfolio pays an expense on behalf of another, or loans money to a related entity, AccountingHub tracks the relationship. Intercompany balances stay accurate and visible — something that requires painful manual two-sided entries in QBO with no linking between them.

Yes. The Portfolio dashboard shows cash position, revenue, and expense totals across all your companies in a single view. You can also run consolidated P&L reports across selected entities. No exporting to spreadsheets and stitching rows together — it is native to the platform.

Yes — one login, all companies in your Portfolio. At tax time your CPA has everything in one place: every entity, every GL account, every transaction, every document. No separate logins per company, no emailing QBO exports, no assembling the picture from multiple files.

If your CPA manages multiple client families, they can be granted access to each client's Portfolio separately — without any cross-Portfolio visibility. Client A and Client B never share an environment. Each Portfolio remains completely isolated even as the CPA moves between them.

Yes. AccountingHub works with any entity type — LLCs, S-Corps, C-Corps, general partnerships, trusts, sole proprietorships, and holding companies. The system is entity-type agnostic. Whatever your attorney created, AccountingHub can track it.

It works for a single entity. But at $495/month, AccountingHub earns its price through complexity — the more companies you operate, the more value the Portfolio model delivers. If you are managing one simple business and have no expectation of adding entities, a simpler tool may be more appropriate. If you expect to grow, or if your CPA wants a defensible, isolated environment for your books regardless of entity count, the Portfolio foundation is worth building on now.

AccountingHub was built by an operator who manages multiple entities and couldn't find an existing tool that handled multi-entity accounting without punishing per-entity fees. It has been in active use running real financials for real businesses since 2021 — refined through years of actual bookkeeping before being offered more broadly.

This is not a demo or a side project. It runs the books.

Your Portfolio runs in a dedicated private database on infrastructure hosted in the United States. This is not a shared environment — your data is not stored in a multi-tenant table alongside other clients' data with a filter applied. Your database is provisioned exclusively for your Portfolio at account creation, with its own credentials.

Your financial data is never sold, shared, or used to train third-party models. Your books are yours.

All connections are encrypted via HTTPS/TLS. Each Portfolio's database is not exposed to the public internet and is accessible only through authenticated application sessions. User sessions expire after inactivity. Beyond transport and access security, the Portfolio architecture itself is a security layer — your data cannot leak to another client because it does not share a database with another client. We take financial data security seriously — this system holds real financial records for active businesses, including our own.

Yes. Export your transactions, journal entries, chart of accounts, and vendor data in CSV format at any time. Your data is never held hostage. We believe you should always be able to take your books with you.

No. AccountingHub does not show ads and does not sell or share user data. Your financial information is used only to provide the service to you. Full stop.

For a single entity starting fresh, most users are operational within an hour. For multi-entity setups migrating from QuickBooks or spreadsheets, plan for a few hours of setup per entity depending on how much history you want to bring over. Our onboarding team can assist at no additional charge during your first 30 days.

A web browser and your business banking information — or a CSV export from your bank or existing accounting software. There is nothing to install. AccountingHub runs entirely in the browser.

Yes. All new subscribers get included onboarding support during their first 30 days. We help you set up your chart of accounts, configure your entities, and get comfortable with the staging and classification workflow. You get a real person who knows the product — not a ticket queue.

Support is available via email and in-app messaging with typical response within one business day. We are a focused team and know the product deeply — you will not be routed through a generic support queue reading from a script.

The web application is fully responsive and works on mobile browsers. A dedicated iOS/Android app is on the roadmap. Most users manage their books from a desktop or laptop, with mobile available for reviewing reports or checking balances on the go.