Frequently askedquestions.

SpeedReview is an AI-powered accounting review platform that helps accounting firms and SMEs review, categorize, and control their QuickBooks and banking data. It automates transaction entry and categorization, detects anomalies, and accelerates month-end close, so your team spends less time on repetitive checking and more time on advisory work. It also has the ability to provide analytical insights based on the transactional data, so that you are able to spot and analyze variances as they occur.

Accounting firms managing multiple clients, bookkeepers, fractional CFOs, and small-to-medium enterprises (SMEs) managing their own books. If your team reviews transactions, reconciles accounts, or runs a monthly close process, SpeedReview is designed for you.

SpeedReview sits on top of your accounting software, it doesn't replace it. QuickBooks is your system of record, and we wanted to keep it that way. AI is a very useful tool, but should not be used as the system of record at this moment because of the lack of risk management currently surrounding it. SpeedReview adds an intelligent review layer: AI-powered categorization suggestions, anomaly detection, variance analysis, and close checklists that QuickBooks doesn't offer natively, while seamlessly integrating into your QB system.

Yes. SpeedReview is built for multi-client workflows. You can manage all your clients from one interface with priority-based task management and per-client status tracking.

SpeedReview analyzes each transaction using multiple signals that include vendor history, memo keywords, amount patterns, historical categorizations, and semantic understanding of the transaction description. These signals are weighted and combined into a confidence score, so you always know how certain the system is about each suggestion.

Our accuracy is 95%+ for transaction categorization. Accuracy improves over time as the system learns from your corrections and builds client-specific patterns. As any accountant knows, there will be edge cases, or invoices with unique transaction lines that will need a second pair of eyes.

Yes. Every time you approve or override a suggestion, SpeedReview records that feedback and adjusts future suggestions accordingly. Over time, the system becomes more accurate for your specific clients and workflows. It is also possible for a user to put information into the "Learned Rules" section, if an edge-case that happens consistently needs to be addressed by the user.

Every suggestion comes with a confidence score that tells you how certain the AI is. Green (80%+) means high confidence, these items can often be approved in bulk without further detailed inspection. Yellow (50-80%) means moderate confidence and warrants a quick review. Red (below 50%) means the system is uncertain and needs your input. The scoring is deterministic and auditable, not a black box.

Yes, You can set up rules based on vendor name, amount ranges, or description keywords. Recurring transactions that match your rules are automatically categorized, saving you from reviewing the same items every month.

SpeedReview currently detects four types: • Duplicate payments: Flags identical or near-identical vendor payments within a 7-day window • Spend spikes: Alerts when category spending exceeds 2x the 3-month baseline • Large miscellaneous items: Flags large dollar amounts sitting in uncategorized accounts • New vendor high spend: Alerts on first-time vendors with payments over $2,000

Yes. Anomalies are detected automatically each time your data syncs. You will receive real-time alerts so issues are flagged before month-end.

SpeedReview automatically generates analytical narratives that explain changes in your financial data across multiple time periods: These time periods include the following: Month-over-Month (MoM), Quarter-over-Quarter (QoQ), Year-over-Year (YoY), Previous Quarter to Current Quarter (PQ→CQ), and Prior Year to Current Year (PY→CY). This replaces hours of manual spreadsheet commentary with ready-to-review AI-generated insights that leverages off the transactions entered into the system.

SpeedReview provides close checklists that track every step of your month-end process on a per client basis. Tasks are tracked, assigned, and coordinated across your team so nothing falls through the cracks. Combined with AI categorization and anomaly detection, firms typically see faster close times.

We currently offer full bidirectional sync with QuickBooks Online (all editions: Simple Start, Essentials, Plus, and Advanced). QuickBooks Desktop, Xero, and FreshBooks integrations are on our 2026 roadmap.

Yes. Through our Plaid integration, SpeedReview connects to over 12,000 financial institutions including Chase, Bank of America, Wells Fargo, Mercury, and more. Bank feeds are automatically imported and matched against your accounting records.

Yes. We integrate with Stripe, Square, and PayPal for automatic transaction and fee reconciliation. Shopify e-commerce sync is currently in beta.

Yes. SpeedReview supports document capture with automatic OCR extraction. Upload PDFs, images (PNG, JPG), or spreadsheets (CSV, XLS, XLSX) and the system will extract relevant data and match it to transactions.

Yes, API access is available for custom integrations and automation workflows.

Yes. Once you've reviewed and approved categorization changes, you can apply them back to QuickBooks in batch. The system uses idempotency keys to prevent duplicate writes, conflict detection to catch changes made in QuickBooks since your last sync, and partial failure handling so one failed item doesn't block the rest.

Every writeback captures the full before-and-after state and is logged in your audit trail. If a conflict is detected (e.g., someone edited the transaction in QuickBooks), the system flags it rather than overwriting. You're always in control.

SpeedReview detects changes made directly in QuickBooks through two mechanisms. First, each scheduled sync pulls the latest data from QuickBooks; any new transactions (including journal entries, bills, or expenses created directly in QBO) are imported into SpeedReview and queued for review like any other transaction. Second, if a transaction was already in SpeedReview and someone modifies it directly in QuickBooks, our conflict detection system flags the version mismatch when you attempt to apply changes, preventing you from overwriting updates made outside the platform.

SpeedReview syncs incrementally from QuickBooks using the last successful sync timestamp; every transaction created or modified since the last sync is pulled in. Each sync logs the number of transactions and accounts synced to the audit trail, so you have a record of what was imported. We recommend running a periodic sync before month-end close to ensure completeness. For firms that need formal reconciliation reporting, this is on our near-term roadmap.

Every writeback batch tracks each item individually with clear statuses: Success, Failed, or Conflict. If a conflict is detected (the transaction was modified in QuickBooks since you last synced), that item is flagged and not applied, so nothing is silently overwritten. Each batch uses an idempotency key to prevent duplicate applications, and the full before-and-after state is captured in the audit trail. If any item in a batch fails, the remaining items still process, one failure doesn't block the rest.

No. Every batch is assigned a unique idempotency key. If the same batch is submitted again (e.g., due to a network timeout or user error), the system recognizes the key and prevents duplicate application. This is critical for preventing double-postings.

Currently, if a transaction is deleted directly in QuickBooks, the corresponding record in SpeedReview will remain until the next sync. At that point, the transaction will no longer appear in the QBO sync response. We are building enhanced deletion tracking to flag these cases proactively; this is on our product roadmap.

SpeedReview uses pessimistic database locking during batch application. When a change is being applied, the system acquires a row-level lock on that specific transaction, checks for conflicts, and applies the change atomically. This prevents race conditions where two users might overwrite each other's work.

If a sync encounters an error, the client's sync status is set to "error" with a clear error message visible in the dashboard. The connection status and last successful sync timestamp are preserved, so the next sync attempt picks up from where it left off. No partial data is left in an inconsistent state.

Syncs can be triggered on-demand from the dashboard, or scheduled to run automatically. We recommend syncing before beginning any review session and before month-end close to ensure you're working with the latest data.

All data is encrypted in transit using TLS 1.3 and at rest using AES-256 encryption. OAuth tokens from QuickBooks are encrypted with an additional layer of Fernet (AES) encryption before storage.

No. SpeedReview uses OAuth for QuickBooks authentication. We never see or store your QuickBooks username or password. We only hold encrypted OAuth tokens, and you can revoke access at any time from your QuickBooks account.

SpeedReview uses Clerk for enterprise-grade authentication, supporting OAuth and SAML (Enterprise plan). All sessions are verified via cryptographically signed tokens (JWT with RS256).

Absolutely. SpeedReview is built with strict multi-tenancy. Every database query is scoped to your firm. There is no way for one firm's data to be visible to another, this is enforced at the application layer on every single request.

Yes. Every significant action which includes categorization changes, approvals, batch applications, user access changes, is logged to an append-only audit table. These records are indexed by client and timestamp and cannot be modified or deleted. This supports regulatory review and compliance requirements.

SpeedReview is designed with AICPA guidelines in mind. We enforce segregation of duties if required, maintain complete audit trails, and support role-based access control. Our writeback system ensures data integrity with idempotency and conflict detection.

Uploaded files go through multiple validation checks, file extension whitelist, MIME type verification, and magic byte inspection to prevent disguised or malicious files. Maximum file size is 25MB.

Enterprise plans include a 99.99% uptime SLA. All plans benefit from the same infrastructure and redundancy.

Your data is retained for 30 days after cancellation, during which you can request an export. After 30 days, all data is permanently deleted. Enterprise customers can request immediate deletion.

Yes. SpeedReview includes role-based permissions so you can control who can view, edit, approve, or apply changes. This supports proper segregation of duties for your firm.

We are actively working toward SOC 2 Type II certification as part of our roadmap. Our platform is already built with SOC 2 principles in mind, which includes access controls, audit logging, encryption, and change management. We can provide a detailed security questionnaire response on request.

Yes. SpeedReview is designed with data privacy principles at its core. We only collect data necessary to provide the service, support data export and deletion requests, and maintain clear data processing records. Users can request full deletion of their data at any time.

Data is stored in secure, SOC 2-certified cloud infrastructure. We can discuss data residency requirements and regional hosting options to meet specific regulatory or jurisdictional needs.

Yes. We provide a DPA for all customers who require one speedreview.ai to request as needed.

Active account data is retained for the duration of the subscription. Audit logs are retained in append-only storage and cannot be modified. Upon cancellation, customer data is retained for 30 days (for export purposes) and then permanently deleted. Enterprise customers can customize retention policies.

Yes. Role-based access controls allow you to separate who can view transactions, who can approve categorizations, and who can apply writebacks. This is critical for firms that need to demonstrate proper internal controls during audits.

Yes. The append-only audit trail captures every action with timestamps, user IDs, and before/after states. You can filter and export audit records by client, date range, or action type to satisfy regulatory review requirements.

We only integrate with established, SOC 2-certified providers. QuickBooks (Intuit) and Plaid are both SOC 2 Type II certified. All integrations use OAuth since we never store third-party credentials. Tokens are encrypted at rest and can be revoked at any time.

Yes. We conduct regular security reviews and are building toward a formal annual penetration testing program.

SpeedReview is designed with AICPA and CPA guidelines in mind, particularly around audit trails, segregation of duties, data integrity, and access controls. Our deterministic confidence scoring system ensures AI suggestions are transparent and auditable, not opaque.

Yes. We offer a 30-day free trial with full access to all features, up to 10 client connections, and no credit card required.

You'll be prompted to select a plan. Your data and configurations are preserved and nothing is lost. If you need more time to evaluate, reach out and we'll work with you.

No. All plans include onboarding at no extra cost. Every new customer gets a founder-led walkthrough to ensure a smooth start.

We accept all major credit cards.

Most firms are up and running within a single session. Connect your QuickBooks account, and SpeedReview immediately begins syncing and analyzing your data. Our founder-led onboarding ensures you get value from day one.

Starter plans include email support. Professional plans include priority support with faster response times. During early access, all customers receive direct founder support.

Every new customer gets a personalized walkthrough with a founder.

Email us at daniel@speedreview.ai, or harpaul@speedreview.ai for pre-purchase questions. You can also book a demo directly from our website.

Every suggestion includes a transparent confidence score built from weighted, auditable signals; not a black box. You can see exactly why the AI made a recommendation (vendor match, historical pattern, keyword match, etc.). The system is designed so that you always review and approve before any changes are applied. Nothing is auto-applied without your consent.

You are always the final decision-maker. Every suggestion requires explicit approval before it's applied. When you correct a mistake, the system learns from that correction and adjusts future suggestions. Over time, the accuracy improves specifically for your clients and workflows.

No. Your data is strictly isolated to your firm. Corrections and patterns you build are specific to your account and are never shared with or used to train models for other customers.