Accounting
Maintain accurate books using a modern accounting platform designed for both cash and accrual accounting.
THE FUTURE OF ACCOUNTING
Modern Accounting.
Powered by AI.
Backed by Experts.
Postolo combines advanced accounting technology with experienced accountants and tax professionals to help businesses maintain accurate books, gain financial visibility, and scale with confidence.
- AI-assisted transaction categorization and reconciliation
- Automated bank connectivity
- Cash and accrual accounting
- Financial reporting
- Tax-ready financial data
- Web and mobile access
Tax
Keep your financial data organized and ready for tax preparation through integrated workflows and professional guidance.
AI
Accelerate bookkeeping workflows with AI-assisted transaction categorization, reconciliation support, and business insights.
BDO Alliance USA2026 Innovation Excellence Winner
Accounting
Built for the
Modern
Business
Businesses shouldn't have to choose between powerful technology and experienced financial professionals.
Postolo combines a modern financial platform with a team of accounting and tax experts who understand how growing organizations operate.
HOW POSTOLO WORKS
From financial activity
to finished accounting
Follow one transaction as Postolo turns fragmented financial activity into organized accounting, reliable reporting, and tax-ready data.
TransactionsInvoicesReceiptsBanksPayments
Transaction #1048$2,480.00
PostoloConnected financial hub
Classify · Match · Reconcile
01✓
02✓
03✓
Automated workflow
General ledgerBalanced and organized
2,480
2,480
0.00
Reports · Workpapers · TaxReady for what comes next
01
02
03
04
05
PostoloOne connected ecosystem
Scroll to follow the transaction
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01INPUT
Financial activity enters
Transactions, invoices, receipts, banks, and payments arrive from every direction.
02CENTRALIZE
Everything converges in Postolo
Postolo becomes the central financial hub, connecting information that used to live in separate systems.
03AUTOMATE
Postolo organizes and automates
Data is related, classified, and reconciled through clear, repeatable workflows.
04ACCOUNTING
Activity becomes accounting
Transactions become ledgers, balances, and organized financial structures ready for review.
05RESULTS
Accounting becomes results
Reliable information becomes financial reports, workpapers, and tax-ready data.
06CONNECTED
One connected Postolo ecosystem
The complete picture is revealed: one continuous system connecting activity, accounting, insight, and action.
Built by Accountants for
businesses at every stage
Postolo was developed to solve the operational challenges faced by modern accounting teams and growing businesses.
The result is a more efficient experience for both clients and accounting professionals, enabling greater accuracy, visibility, and collaboration.
Growing Businesses
Reliable financial operations that grow with your organization.
Multi-Entity Companies
Connected visibility across entities and reporting structures.
Multi-Family Organizations
Clarity and control across complex financial environments.
Professional Service Firms
Efficient workflows backed by accounting expertise.
Expertise meets technology
Services
Bookkeeping
Maintain accurate financial records.
Accounting
Financial reporting and operational visibility.
Tax
Preparation and advisory services.
Financial Operations
Technology-enabled workflows.
THE PLATFORM ADVANTAGE
Why
Postolo?
Engineered by Accounting Experts
Not software developers guessing.
Proprietary Technology
Not white-labeled software.
AI Embedded Into Workflows
Not bolted on.
Single Source of Financial Truth
Accounting, tax, and reporting together.
YOUR FINANCIAL HUB, EVERYWHERE
Mobile experience
- Financial reports
- Banking connectivity
- AI assistant
- Communication with accounting and tax experts
BUILT AROUND YOUR BUSINESS
Built Around
Financial
Visibility
and
Accuracy
One connected platform built to make financial information clearer, more accurate, and easier to act on.
01Month-End AccountingAccuracy
Reliable recurring workflows for a faster, cleaner close.
02Banking & ReconciliationConnected
Connected financial data and more efficient reconciliation.
03Reporting & InsightsVisibility
Timely information designed for confident decisions.
04Accounting for Tax CollaborationReady
Organized records that support year-round tax readiness.
05AI-Powered OperationsAI
Automation embedded into everyday accounting workflows.
06Secure Anywhere AccessAccess
Your financial hub available wherever your business operates.
PURPOSE-BUILT TECHNOLOGY
Software
Designed by
CPA Experts
Traditional platforms are created by generic software vendors.
Postolo's platform was developed alongside the accountants and tax professionals who use it every day, ensuring that technology decisions are driven by real-world accounting workflows rather than generic software requirements.
As our platform evolves, every enhancement is designed to improve financial accuracy, operational efficiency, and the quality of service delivered to our clients.
About
Our Story
Founded in 2023, Postolo is an AI-powered financial operations platform supported by accounting and tax professionals.
Our founders, a team of technologists and accounting experts, saw finance teams buried in manual reconciliations, slow closes, and reports that arrived too late to act. So they built a platform to change that: one that handles the routine work automatically, gives teams a clear view across every entity, and lets them scale without adding headcount.
Today, Postolo helps accounting and finance teams close faster, report with confidence, and spend their time on the decisions that actually move the business forward.
Pricing
Everything you need.
Done right.
By experts.
$250/ monthly
What's inside
- Federal Return + 1 State Tax Filing
- Monthly Accounting & Bookkeeping
- IRS filing
- Postolo Software Access
- Live Bank Connect
- Mobile Access
Book a consultation
Ready for modern accounting?
Tell us about your business and what you want to improve. Our team will help you find the right accounting, tax, and technology setup.