Controlled live-client pilot
Bookkeeping your clients can actually verify.
JAMS Books Pilot is a double-entry-compatible bookkeeping console for a small set of live clients. Import transactions, review every categorization, reconcile to a zero difference, and publish financial statements built strictly from approved data.
Controlled pilot — limited scope
Do not upload Social Security numbers, tax returns, identity documents, or bank-login credentials. Bank passwords are never stored or requested. This pilot does not prepare or e-file tax returns.
Bank connections are coming soon. The pilot uses CSV/manual import and secure document upload only.
CSV import with mapping
Map your bank export columns, preview every row, and let duplicate safeguards block re-imports.
Reviewed categorization
Suggestions are never final. A reviewer confirms the account, business-vs-personal call, and notes.
Statements from approved data
P&L, Balance Sheet, General Ledger and expense reports build only from approved ledger entries.
Isolated by client
Row-level access controls: a client sees only their own business; staff see assigned businesses.