Example: Etsy Deposits
The Problem
You didn't start a business to categorize transactions. But here you are, Sunday night, staring at a bank feed. Receipts piling up. Deductions missed because who has time.
Revenue is growing. Bookkeeping is still "I'll deal with it later." That stops working around invoice #200.
You're supposed to do taxes and advisory. Instead you're cleaning up client books because they won't. That's not what you went to school for.
How It Works
Connect QuickBooks. Add receipts by mobile or email. Import statements, invoices, Stripe exports. Wonso turns it all into reviewable bookkeeping work.
Input: QuickBooks + receipts → Output: reviewable work
Tell Wonso what to do like you'd tell a bookkeeper. Categorize last week's transactions. What's this $340 charge from November? Wonso asks if something's unclear, proposes the treatment, does the work.
Input: instructions → Output: proposed treatment + completed work
You get tax-ready books and an audit trail. Check the edge cases, answer what only you can answer, sign off before deadlines.
Input: edge cases → Output: tax-ready books + audit trail
Features
Example: Categorize last week's expenses. What did we spend on contractors in Q3? No menus. No forms.
Your categories, vendors, chart of accounts. Confirm once. It repeats the pattern.
Upload contracts and vendor terms. Ask: What's Acme's payment term? Get the exact clause.
Receipts, mileage, expenses on mobile. Snap a photo, it lands in your books automatically.
Example: Invoice Mike $2,400 for the logo project, net 30. Create, send, track.
Why did profit drop? What's our runway? What changed this month? Answers pulled from your books.
Flags problems before you find them: personal spend, duplicates, missing receipts, weird vendors.
Read-only until you approve. Every QBO write requires confirmation.
Roll back any batch or rule. Every change logged. Actions reversible.
Pricing
Upgrade when you want Wonso running month-end.
Try Wonso on your real books
30 tasks/month · 1 QBO company
No credit card required
Start FreeLet Wonso run your month-end
300 tasks/month · 3 QBO companies
Top-ups available · Priority support
Upgrade to ProNeed more companies? $5/mo each.
Tasks are single actions and may be split for larger jobs. Need hands-on help? Learn more →
FAQ