PBC requests arrive after the close
The finance team has to reconstruct evidence, explanations, approvals, and source links long after the work happened.
Audit-ready finance ops for QuickBooks companies.
Audit-ready close for companies staying on QuickBooks.
Keel helps controllers ingest PBC lists, draft evidence-backed audit responses, close multi-entity books, prove SaaS revenue support, and release approved evidence to auditors without an ERP migration.
Or jump straight into a live demo workspace.
QBO stays the ledger.
Controllers approve the evidence.
Auditors see released support.
AI Audit Agent
PBC readiness
Internal until approved
PBC list
Ingested
47 requests classified
Auto-drafted
Ready
31 evidence-backed responses
Gaps
Review
8 items need controller input
Auditor release
Gated
Controller approval required
Answerable
66%
Drafts staged
31
Open gaps
8
The point where QBO starts to strain
QuickBooks works. The audit file still needs a control layer.
Evidence lives in too many places
QuickBooks, spreadsheets, contracts, reconciliations, emails, and shared folders rarely become one controlled audit story.
Revenue support is still fragile
SaaS teams need schedules, invoices, GL tie-outs, assertions, and JE decisions that auditors can test without rebuilding the file.
Auditor handoff lacks control
Without an approval gate, it is hard to show what was released, when it changed, who approved it, and what remains unsupported.
Product
Ingest the request. Control the answer. Prove the close.
Keel sits above QuickBooks Online and turns source data, PBC requests, close tasks, revenue evidence, review decisions, and audit history into one controlled operating layer.
AI Audit Agent
Classifies PBC requests, drafts evidence-backed responses, flags gaps, and keeps controller approval between AI and auditor release.
Auditor portal
Engagement-scoped auditor access for released PBC support, Q&A, drillback, watermarked handoff, and download history.
Close + consolidation
Close workflow, period lock, multi-entity reporting, intercompany, FX, exceptions, board reporting, and binder support.
SaaS revenue support
Contract intake, schedules, QBO invoice evidence, GL tie-outs, ASC 606 review flags, revenue assertions, and JE approvals.
CFO ROI dashboard
Baseline audit effort, measure response automation, track rework avoided, and export board-ready ROI evidence.
Audit binder
Finalized PBC responses, reviewed financials, reconciliations, revenue support, approvals, access history, and audit events in one package.
Multi-entity close
One close cockpit for one entity or many.
Keel gives controllers readiness, blockers, reviewed periods, consolidated statements, cash movement, and post-close changes in one place. Start with revenue and close control today, then keep the same operating layer as the company adds entities.
Group close status
May close readiness
78% ready
Entities ready
7/9
Mapped CoA
90/90
Open blockers
4
Acme Holdings
$3.1M cash
Acme UK
$1.8M cash
Acme Germany
IC mismatch
Acme APAC
Cash flow changed
SaaS deferred revenue
SaaS revenue control belongs in the close, not in a side spreadsheet.
Keel treats revenue as a controlled close workflow: contract intake, schedules, customer and invoice population checks, QBO invoice evidence, GL tie-outs, review flags, JE proposal decisions, and support all roll into the period binder.
Revenue Control
April 2026 support
Human approved
01
Contract
AI draft, controller approval
02
Schedule
Service period, cadence, policy
03
Population
Customer and invoice checks
04
Assertions
Tie-outs, cutoff, JE approval
Revenue population
Ready
Invoice evidence reviewed
Deferred GL tie-out
Ready
Variance below threshold
Expected invoices
Review
One item assigned
Close binder
Ready
Evidence package current
Draft contract details with AI, then require controller edit and approval before schedules are created.
Track billing cadence, expected invoice schedule, service period, and daily allocation policy.
Use QBO invoice evidence to reconcile expected billing rows against source activity.
Tie deferred revenue and recognized revenue back to QBO accounts through policy thresholds.
Route policy overrides and JE proposals through human approval with audit-backed decisions.
Core workflows
Built around the work controllers already do every month.
01
Mirror QuickBooks
Bring accounts, balances, invoices, journal activity, and close evidence into a tenant-scoped operating layer.
02
Ingest the PBC list
Upload auditor request lists from spreadsheets, PDFs, Word documents, CSV files, or scanned support.
03
Draft supported responses
Use the AI Audit Agent to answer what Keel can support and move missing items into a gap queue.
04
Approve release
Controllers review, edit, attach support, approve responses, and control what becomes auditor-facing.
05
Measure and package
Track audit-prep ROI, answer follow-ups, finalize support, and export the binder when the cycle closes.
Best fit
Built for the teams and advisors who feel the audit drag.
Companies staying on QuickBooks but facing serious audit pressure
Three to ten entities, with the strongest fit in multi-entity close and audit prep
SaaS teams with deferred revenue, ASC 606 review, and board reporting needs
PE-backed groups that need repeatable finance ops before a full ERP migration
Clients referred by audit consultants, fractional CFOs, or accounting advisors
Audit-pressured QBO teams
For finance teams that need faster PBC response, cleaner evidence, and a safer auditor handoff before the next audit cycle.
Multi-entity operators
For subsidiaries, currencies, intercompany activity, consolidated reporting, and close work that QBO alone does not coordinate.
SaaS controllers
For deferred revenue teams that need support auditors can test, not another side spreadsheet.
Referral partners
For audit consultants, fractional CFOs, and accounting advisors helping clients get audit-ready while staying on QBO.
For referral partners
A safer way to help QuickBooks clients get audit-ready.
Audit consultants, fractional CFOs, and accounting advisors can refer clients into Keel when the issue is not bookkeeping. It is the evidence chain: PBC intake, gap remediation, controlled release, and a binder the audit team can work from.
Referral workflow
Cleaner client handoff
01
Client
Connects QBO and uploads PBC list
02
Keel
Drafts support, flags gaps, packages evidence
03
Advisor
Reviews readiness and coaches remediation
04
Auditor
Receives approved evidence in the portal
Audit boundary
Trust the evidence before it leaves the company.
AI drafts responses from available evidence and flags gaps instead of inventing support.
Controllers approve what is released before auditors see it.
Auditors are engagement-scoped users, not customer tenant members.
Released packages keep source links, review events, handoff history, and binder context.
Security and control
Built for accounting data and auditor access.
Keel mirrors source-ledger data, scopes work by customer workspace, keeps auditor users engagement-scoped, preserves review history, and keeps AI assistive. Accounting outcomes stay under human approval.
Close binder
Evidence package
Export ready
Reviewed financials
P&L, balance sheet, cash flow
Exceptions
Owner, due date, resolution history
Revenue support
Schedules, invoices, tie-outs, JEs
Audit trail
Approvals, reopens, overrides
Tenant-scoped workspaces
Engagement-scoped auditor access
Approval-gated release
Human-approved AI
Controlled QBO write-back
About Keel
For finance teams that want audit discipline without ERP disruption.
Keel is built for controllers and CFOs who want to stay on QuickBooks Online while adding the controls a serious audit and close require: PBC response workflows, revenue support, reconciliations, exceptions, consolidation, intercompany, adjustments, sign-off, auditor handoff, and binder support.
The product is intentionally close-first. It does not try to replace the source ledger. It gives the finance team and its advisors a controlled layer for the evidence work that happens around the ledger every month and every audit cycle.
For controllers and CFOs