Assure
v1.0 — now in private beta→

Theoperatingsystem
formodernaccountingfirms.

Practice management, bookkeeping, and audit — sharing one data layer. Replace ten disconnected tools with one workspace your team actually wants to use.

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0+
firms in pilot
0 hrs
saved per staff/week
0%
reconciliation accuracy
SOC 2
Type II certified
app.assureone.com · today
Synced 2s ago
Workspace
Assure Pro12
Assure Books
Assure Flow
Inbox
Clients
Reports
Settings
This week
Open work
All
Mine
Overdue
Acme Corp
Engagement letter — Q2 review
Drafted · ready to send
Today
Westwood LLC
Reconcile · Operating Account
847 entries · 2 anomalies flagged
2h
Halberd Audit
AR sampling · 30 selections
Workpaper drafted · awaiting review
4h
Marlow Partners
Invoice — May time
$8,420 · 31.2 hrs · auto-billed
Tue
Trusted by 500+ accounting firms
Brightledger
Ainsworth & Co
North Forty
Halberd Audit
Marlow Partners
Cedar & Quinn
Foursight CPA
Tilebrook
Halloran & Co
Pinegate
Brightledger
Ainsworth & Co
North Forty
Halberd Audit
Marlow Partners
Cedar & Quinn
Foursight CPA
Tilebrook
Halloran & Co
Pinegate
01 — Thesis

Yourfirmrunsontentools.
Noneofthemtalktoeachother.

Before10 tools, 10 logins, 10 bills
Karbon
QuickBooks
CCH
DocuSign
Excel
Suralink
TSheets
Bill.com
Slack
Drake
Every handoff is a copy-paste. Every report is a reconciliation. Every new hire spends a quarter learning the seams.
After1 suite, 1 login, 1 bill
Assure Pro
Practice management
SHARED SPINE
Assure Books
Bookkeeping
SHARED SPINE
Assure Flow
Audit fieldwork
SHARED SPINE
One data layer. One workspace. Switch products without switching context.
02 — Products

Threeproducts. Onesuite.Onespine.

Assure Pro
Practice management
An AI agent that runs your firm.
  • Agent drafts every client reply
  • One-click engagement letters
  • Pipelines that close themselves
Learn more→
Assure Books
Bookkeeping
An AI agent that keeps the books.
  • Continuous reconciliation
  • Anomaly detection on every entry
  • Month-end in hours
Learn more→
Assure Flow
Audit fieldwork
An AI agent that runs audit fieldwork.
  • Agent drafts workpapers from records
  • Sampling automated
  • Reviewer notes resolved in line
Learn more→
Assure Pro

AnAIagentthatrunsyourpractice.

Pro reads your inbox, drafts replies, generates engagement letters, and closes out engagements — your team approves, the agent ships.

  • Inbox agentDrafted replies, threaded by client and engagement.
  • EngagementsLetters generated and sent in one click.
  • PortalA client portal staff actually adopt.
  • Time & billingTracked passively, invoiced automatically.
  • PipelineAgents route, nudge and close work themselves.
pro.assureone.com
Assure Pro · workspace
Assure Books

AnAIagentthatkeepsthebooks.

Books reconciles, categorizes, and reviews in the background — your team only sees what an agent flagged for a human.

  • ReconciliationAgent reconciles continuously, not month-end.
  • CategorizationLearns your chart of accounts on the job.
  • AnomaliesAgent surfaces only what needs a human.
  • CloseHours, not weeks.
  • Audit trailEvery agent action explained, signed, retained.
books.assureone.com
Assure Books · workspace
Assure Flow

AnAIagentthatrunsauditfieldwork.

From PBC to opinion: Flow's agent drafts workpapers, runs testing, and threads reviewer notes — fieldwork becomes the easy part.

  • PBCAgent routes, tracks, chases automatically.
  • WorkpapersDrafted from underlying records by the agent.
  • TestingSampling and substantive procedures, automated.
  • ReviewNotes resolved in line, never in email.
  • OpinionAn audit trail your reviewer trusts.
flow.assureone.com
Assure Flow · workspace
03 — Integrations

Playswellwithyourexistingstack. Untilyoudon'tneedit.

See all 80+ integrations →
Tax software
DDrake
LLacerte
PProConnect
UUltraTax
AAxcess
Bookkeeping
QQuickBooks
XXero
SSage Intacct
NNetSuite
WWave
Payments
SStripe
CCPACharge
PPlaid
BBill.com
RRamp
Comms & docs
GGmail
OOutlook
DDocuSign
SSlack
DDrive
04 — Security

Builtforfirmsthatholdthekeys.

CPA work means PII, financials, and IRS data. We treat security like an audit engagement — documented, attested, and reviewed.

SOC 2 Type II
Audited annually by a Big 4 firm.
256-bit encryption
At rest and in transit. Always.
Role-based access
Granular permissions per engagement.
SSO + MFA
Okta, Google, Microsoft. Enforced.
Audit log
Every change. Signed. Forever.
Data residency
US-only or US + EU regions.
05 — From the field
“We collapsed three vendors into Assure on day one of Q1. By week two, my partners were asking why we hadn't done it years ago.”
K
Karima Voss
Managing Partner · Brightledger CPA
06 — What’s next

Thisisthestart.
Thesuitekeepsexpanding.

Tax prep, advisory, payroll — every category of work your firm does, eventually native to one OS.