Less PBC churn
Keel turns request lists into an evidence workflow, drafts what can be supported, and flags what needs remediation before the auditor asks again.
For firms
Help clients arrive audit-ready.
Keel gives audit consultants, fractional CFOs, accounting advisors, and referral partners a practical way to help QuickBooks clients reduce PBC work, close evidence gaps, and preserve a professional handoff to the audit team.
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
Referral fit
Best for clients who want audit discipline without a ledger migration.
QuickBooks clients facing a first audit, annual audit, or lender request.
Multi-entity companies where consolidation and intercompany are creating audit drag.
SaaS companies with deferred revenue, ASC 606 pressure, and board reporting needs.
PE-backed or sponsor-owned groups that need a repeatable finance operating layer.
Teams that are too controlled for spreadsheets but not ready for an ERP migration.
Why firms refer
Keel turns advisory cleanup into a repeatable operating layer.
Cleaner binder handoff
Clients release approved support with source links, controller review events, Q&A, access history, and exportable binder context.
QBO stays in place
The client keeps entity teams on QuickBooks while Keel adds the audit, close, revenue, and consolidation layer above it.
Visible ROI
The CFO dashboard tracks audit-prep baselines, cycle outcomes, avoided rework, and time returned to the finance team.
Professional boundaries
Client-controlled, evidence-first, independence-aware.
For independent audit firms, Keel is best described as a client-controlled evidence portal. Auditors see released support only after the client approves it.
The customer controls the Keel workspace and approves what is released.
Auditors are engagement-scoped users, not members of the customer tenant.
AI drafts from available evidence and preserves gaps for human review.
Keel does not make autonomous accounting decisions or claim unsupported certifications.
Independent audit firms should review independence requirements before any referral, implementation, or advisory arrangement.
Client conversations