Kept Runner · for accounting firms on QuickBooks Online

AI does the work. You confirm.

Give Kept Runner a command. It shows you a plan, reads your client's QuickBooks without changing a thing, and lays out every proposed change with a reason. Only what a person approves is ever written.

No card to start · Cancel anytime · Nothing written without your approval

An animated illustration of the Changes panel. Real screenshots below.

The rule

AI prepares. A person approves. Never the other way around — not for one transaction, not for a thousand.

0

writes while it works

Reading is enforced in code: a write to QuickBooks is refused before the request is even made.

1

confirmation to start

Kept shows its plan first. Nothing is read until you press Start — or Enter.

3

groups to review

To post, To decide, Flagged. Flagged items can never be approved in bulk.

100%

of writes approved by a person

Each approval is an audit row: who, what changed from what, and when. A row without a person is refused.

How it works

Six steps. You hold two of them.

The AI does the reading, the matching and the paperwork. You decide when it starts and what gets written. Every screen below is the real app, on a QuickBooks sandbox company.

  1. 01 · COMMAND

    Say what you need.

    Type it the way you'd brief a junior: “Find last month's uncategorized expenses and propose the right accounts.” Nothing happens yet — not a single read.

    Kept Runner's main view: the three-square mark over “What should Kept do? Kept reads Sandbox Company US 6c43 and proposes. You approve.”, and in the command bar, typed and not yet sent: “Find last month's uncategorized expenses and propose the right accounts. Flag anything that looks wrong.”
  2. 02 · PLAN

    Read the plan before anything happens.

    Kept answers with a plan, not an action: the steps, the records it will look at, and an estimate — “≈ 30 reads · 0 writes”. At this point it has read nothing from QuickBooks.

    Under the command, a plan card titled “The plan — waiting for your go”, marked “Fast model · routine”: a one-paragraph summary, five numbered steps, and chips for 2026-09, Purchase and Bill, and “≈ 30 reads · 0 writes”. The top bar reads “A plan waits for your go”.
  3. 03 · CONFIRM

    One confirmation. Yours.

    Press Start, or Enter. Esc cancels and nothing is read. The AI never decides on its own that work begins.

    a person starts every task
    Close-up of a waiting plan: a Start button with an Enter key hint, Cancel with Esc, the note “Kept reads only; every change comes back here as a proposal.”, and the command bar reading “Enter starts the plan · Esc cancels · or tell Kept something else”.
  4. 04 · READ-ONLY WORK

    It reads. It doesn't touch.

    While Kept works, the QuickBooks connection is read-only. Every step goes into a work log — what it read, what it computed, what it decided and why. A task stops at 25 steps and tells you to say “continue”.

    Kept Runner while working: the top bar reads “Kept is working · reads only”, the plan's first step is in progress with “Thinking…” below it, and the command bar reads “Kept is working…” with a stop button.
  5. 05 · THREE GROUPS

    Every change, laid out with a reason.

    Proposals arrive in a live preview in three groups. To post: approve one by one or all at once. To decide: two or three options, you pick. Flagged: a possible duplicate or something off — never approved in bulk. Each item shows old → new and a one-line why.

    Kept's reply on the left lists one change ready to post, one decision between Furniture & Fixtures and Office Expenses, and one flagged duplicate fuel purchase. On the right, the Changes panel reads “3 waiting” with To post and To decide groups, and the selected van-fuel change shows its reason and Now → After values, marked “Fast model”.
  6. 06 · APPROVE

    Only what you approve is written.

    Approved items go to QuickBooks once — a second click replays the first result instead of posting twice — and not at all if the record changed since Kept read it. Each approval becomes an audit row with your name. Rejections and corrections become memory for next time.

    a person approves every write
    The Changes panel after a decision and one approval: the van-fuel change carries a check (written), the office-chairs change — now Furniture & Fixtures — is ready to post and selected, and the header reads “2 waiting” and “1 written”. Kept's reply stays on the left.

The real app

No mockups. This is what you'll use.

Screenshots of the real app on our QuickBooks sandbox company, cropped to the work area and otherwise untouched.

Memory of corrections

Correct it once.

When you reject a proposal with a reason, or fix one before approving, Kept turns it into a short rule and reads it before its next plan. You can see every rule it has learned, and delete any of them.

YouReject · “Fuel from this vendor always goes to Travel.”
BeforeAutomobile:Fuel
Next runTravel

Measured in our QuickBooks sandbox test suite: the next command proposed the account from the lesson. It still waited for approval.

Security & trust

Built for the most careful person in the room.

Your clients trust you with their books. Here is exactly what Kept can and can't do with them.

Audit log — one row for every approval, decision, rejection and failed writeexample rows · fields as stored
● WhoWhatRecordBefore → afterQuickBooksWhen
Jane Doe, CPAapprovedPurchase #356Uncategorized Expense → Automobile:Fuelid 356 · SyncToken 1Oct 12, 4:51 PM
Jane Doe, CPAdecidedPurchase #357Option 1 of 2: Office Expenses—Oct 12, 4:50 PM
Sam LeerejectedPurchase #362“Fuel from this vendor goes to Travel.”nothing writtenOct 12, 4:47 PM

The server refuses an audit row without a person, an action and a time. Each row keeps the old and new values and QuickBooks' response. Viewable per client company and for the whole firm.

Zero automatic writes

While the AI works, the QuickBooks connection refuses every write before a request is made. Writes happen only when a named person approves an item.

Nothing runs on a schedule

No background syncing of client books, no AI that starts itself. Intuit's change notices are only noted. The one daily job renews the QuickBooks sign-in and reads no client data.

Client data only with consent

A company is connected only through Intuit's own OAuth sign-in. Kept reads it when you confirm a plan or press Refresh. One QuickBooks company belongs to one firm. Disconnect anytime.

One account, one person

Approvals are tied to the individual who made them. Seats aren't shared, so “who approved this?” always has one answer.

Nothing goes to the IRS

Forms are prepared for you to review and file yourself. Requests to IRS systems are blocked before they leave Kept's servers.

Where data goes

The records a confirmed plan needs are processed on Kept's servers (Supabase, US) and by Anthropic's models. Under Anthropic's commercial terms, that data isn't used to train its models. It's never sold.

What Kept doesn't do — yet, or ever.

Better you hear it here than find out in month two.

  • No Xero, no QuickBooks Desktop — QuickBooks Online only, for now.
  • No payroll.
  • No bank-feed “For Review” — QuickBooks' API doesn't offer it. Changes wait in Kept's preview instead.
  • No filing with the IRS, ever.
  • No online card payment yet — billing is arranged with us directly.
  • No year-in-one-go: big jobs stop cleanly at 25 steps; say “continue”.

Pricing

Per person. No asterisks.

Every plan starts with a 30-day trial on Professional limits. When a limit is reached, you're told — you never hit a wall.

Starter

For routine work, one person.

$49.99per seat / month

or $499.90 a year

  • The fast model for every command: reading, categorizing, simple orders, extraction
  • 5,000 commands a month
  • At 5,000: a clear message and an offer to move up — nothing lost
  • Usage meter, alert at 80%
Start 30-day trial

Team

For a firm of five or more.

$499for 5 seats / month

or $4,990 a year

  • Professional limits for every seat — 2,000 Opus commands each, not a shared pool
  • Each seat after the fifth: +$99 a month
  • Every approval tied to the person who made it
  • Usage meter per seat, alert at 80%
Start 30-day trial

Every plan

  • 30-day trial on Professional limits
  • Cancel anytime, zero lock-in
  • Yearly = two months free
  • One account = one person
  • Approvals tied to the person
  • After the trial, Starter limits until you choose

Online card payment isn't live yet. You don't need a card to start the trial; when you choose a plan, we set up billing with you directly at support@usekeept.com.

30 days to judge it.

Run it on real client work with Professional limits. Every write still waits for you.

Leave whenever you like.

Cancel anytime. Your QuickBooks books stay exactly as you approved them — they're yours, in QuickBooks.

No wall at the end.

If a trial ends or a limit runs out, Kept keeps working on lighter limits until you decide.

FAQ

Straight answers.

Can the AI change my client's books without me?

No. While Kept works, its QuickBooks connection is read-only — a write is refused in code before any request is made. Changes come back as proposals. Only items a named person approves are written, and each one is logged with who, what and when.

What can I ask it to do?

Work you'd hand to a careful junior on QuickBooks Online: find uncategorized expenses and propose accounts, spot possible duplicates, prepare a bill, a journal entry or an invoice for your approval, list which vendors need a 1099-NEC and why, draft 1099-NEC, 1099-MISC, Schedule C and Schedule SE from the books, answer questions about a client's accounts and months.

Does it add transactions to the bank feed's “For Review”?

No — QuickBooks Online's API doesn't offer access to the bank feed's For Review list, and Kept won't pretend otherwise. Bank-side changes are prepared in Kept's preview and, once you approve them, written as final records (purchases, deposits, transfers, journal entries).

Does Kept file anything with the IRS?

Never. Forms are prepared for you to review, edit and file yourself, as a PDF and an e-file CSV. Requests to IRS systems are blocked on Kept's servers.

Which software does it work with?

QuickBooks Online, connected through Intuit's OAuth. Not Xero and not QuickBooks Desktop, for now. No payroll.

Which AI models does it use?

Anthropic's. A fast model handles routine work — reading, categorizing, simple orders, extraction. On Professional and Team, Opus 5.5 takes the hard reasoning: ambiguous decisions and form drafts. Every command records which model ran and why.

What happens when I reach a limit?

On Starter, after 5,000 commands in a month you get a message and an offer to move up; nothing is lost. On Professional and Team, after 2,000 Opus commands a seat moves to the fast model automatically, without blocking. Every plan shows a usage meter and alerts you at 80%.

What happens after the 30-day trial?

The trial runs on Professional limits. If you haven't chosen a plan when it ends, your firm continues on Starter limits until you do — no lockout, nothing deleted.

How do I pay?

Online card payment isn't wired up yet, so you don't need a card to start. When you choose a plan, we arrange billing with you directly — write to support@usekeept.com.

Can several people share one login?

No. One account is one person, so every approval has a name on it. The Team plan includes five seats; each extra seat is $99 a month.

Is my clients' data used to train AI?

Kept sends Anthropic only what a confirmed plan needs. Under Anthropic's commercial terms, that data isn't used to train its models. Kept never sells data and has no ads.

What about very large jobs, like a whole year?

A task is capped at 25 steps. When it reaches the cap, Kept stops cleanly, keeps every proposal in the preview, and asks you to say “continue”. A full-year review takes a few commands.

I run a small business, not a firm. Is this for me?

Kept Runner is for accountants. For your own receipts there's Kept for Android: it finds receipts in your photos and invoices you forward, and builds a monthly pack for your accountant.

For your clients

Running a small business? There's a Kept for you too.

Kept for Android finds receipts in your photos and the invoices you forward, reads them, and hands your accountant a finished pack every month. You never type a thing.

  • Receipts found in your photos and read for you
  • Your own address for forwarded invoices
  • Schedule C lines; anything unclear waits in To confirm
  • A monthly pack: PDF, originals and a CSV

Let the AI prepare.
You decide.

Connect a QuickBooks Online company, give it a command, and see the plan before anything happens.

Create an account and choose “I'm an accountant”. No card. Cancel anytime.