The Best of Automation + Human Expertise

Our 4-step process combines cutting-edge AI with real human accountants to give you accuracy you can trust.

How The Magic Happens

1

Data Sync

We connect to your financial ecosystem in seconds.

DARES securely integrates with your bank, QuickBooks, Xero, Bill.com, Procore, AppFolio, or any accounting software you use. Data flows continuously—no manual uploads needed.

  • Bank transactions
  • Invoice data from accounting software
  • Project/job cost information
  • Tenant accounting (if applicable)
2

AI Categorization

Machine learning handles 80% of data entry automatically.

Our proprietary AI has learned from thousands of construction and property management transactions. It instantly categorizes expenses, matches deposits to ledgers, and codes transactions to the right jobs or units.

  • Automatic expense categorization
  • Job/project coding
  • Rent posting to tenant accounts
  • Vendor payment matching
3

Expert Review

Real accountants verify every transaction for 100% accuracy.

Every categorization flagged by our AI review team is reviewed by a human accountant. We catch edge cases, verify compliance, and ensure your books are audit-ready. Your data is never trusted to AI alone.

  • Manual review of all transactions
  • Compliance verification
  • Audit preparation
  • Tax optimization recommendations
4

Monthly Strategy Call

We don't just do accounting—we help you grow.

Every month, your dedicated accountant reviews your financial data and shares insights: which projects are most profitable, where you're spending too much, tax optimization strategies, and opportunities to improve margins.

  • Profitability analysis
  • Tax planning
  • Cash flow projections
  • Growth recommendations

Why Automation + Human Expertise

Feature Manual Bookkeeping Automation Only DARES (Automation + Expert)
Speed ⏱️ Weeks ⚡ Hours ✨ Days
Cost $$ High $ Low $$ Reasonable
Accuracy 85% 92% 99%+
Human Oversight
Tax Optimization
Strategic Advice (if good CPA)
Real-Time Dashboards
Compliance Audit-Ready

Your Timeline to Financial Clarity

Week 1: Setup & Onboarding

We secure your bank and accounting software connections. You'll have a dedicated accountant assigned. First dashboard live.

Weeks 2-3: Historical Sync

AI categorizes your last 3-12 months of transactions. Our review team audits everything for accuracy and compliance.

Week 4: First Strategy Call

Review your numbers with your accountant. Identify opportunities, tax optimizations, and growth strategies specific to your business.

Ongoing: Automated Monthly Bookkeeping

Every month: transactions auto-categorized, reviewed by human expert, dashboards updated, strategy call scheduled.

Everything Included in Every Plan

Core Services

  • ✓ Daily bank transaction categorization
  • ✓ Monthly expert review & reconciliation
  • ✓ Real-time dashboards & reporting
  • ✓ Monthly strategy call with your accountant
  • ✓ 1099 and payroll processing
  • ✓ Tax optimization consultation
  • ✓ Year-end audit preparation

Integrations

  • ✓ QuickBooks Online & Desktop
  • ✓ Xero
  • ✓ Bill.com
  • ✓ Procore
  • ✓ AppFolio
  • ✓ Your bank (any major US bank)
  • ✓ Custom integrations available

Ready to Experience the Difference?

Schedule a free 20-minute call to see how DARES automation + expertise works for your business.

Schedule Free Consultation