Mastro Bookkeeping for CPA firms.
A double-entry ledger for every client your firm keeps books for: bank feeds, rules, reconciliation, month-end close, reports, invoices and bills, and a portal for the client. Every bank line waits for a person, unless a rule you approved posts it.
30 days free · no card · QuickBooks migration free
- Ledger
- Bank feeds
- Rules
- Reconciliation
- Month-end close
- Reports
- Invoices and bills
- 1099s
- Client portal
The parts
What each client's books get
A ledger that balances
Every entry balances and stays in its client's books. Posted entries never change; a correction is a reversing entry.
Bank feeds and statements
Live bank feeds bring transactions in on their own. A bank without a feed takes a CSV or OFX statement, and importing one twice never duplicates a line.
Rules you can read
Rules are tried top to bottom and suggest a category. A person approves it, unless you set a rule to post on its own.
Reconciled to the cent
Tick each line on the statement until the difference is $0.00. Every finished reconciliation keeps its report.
A month-end close
A checklist says what still blocks the month. Close it, and the client's financials for that month are ready in their portal.
Reports from the ledger
Profit and loss, balance sheet, cash flow, and the general ledger for any period, with budgets beside the actuals, to print or export.
Invoices and bills
Invoices, estimates, and customer statements out; bills and purchase orders in. Card payments go to the client's own Stripe account, and Mastro records them.
Inventory, sales tax, currencies
Products and quantities on hand, sales tax by agency, and accounts in other currencies, revalued at month end.
A portal for the client
Closed months' financials, your questions about their transactions, documents, messages, and their bank connections.
The client's side
Your clients answer in the portal, not over email
Every client gets a portal of their own, for as many of their people as they like. When a bank line needs explaining, you ask from the review queue: they see that one transaction and your question, nothing else from the feed, and a sentence back is plenty.
What was this $250 Venmo payment for?
Sep 30, 2026 · VENMO PAYMENT-$250.00
Their answer
The window cleaner for the office, every quarter.
- Financials
Closed months, final numbers
The profit and loss and balance sheet for each month you close, and nothing before you do.
- Questions
Answers where you need them
Each answer comes back to the client's page, ready for you to resolve.
- Documents and messages
Kept with the books
Statements, receipts, and notes come in through the portal, not someone's inbox.
- Bank connections
They connect their own banks
Through Plaid, so nobody sends you a password.
Moving from QuickBooks
Every client you move, moves free
Connect each client's QuickBooks Online company once. Mastro brings over the rest and shows you it matches.
- In QuickBooks
- $49,800.00
- In Mastro
- $49,800.00
- Difference
- $0.00Matches
- Step 1
Approve at Intuit
Sign in at Intuit and approve each client's QuickBooks Online company, once.
- Step 2
Mastro imports
The chart of accounts, customers and vendors, history, open invoices and bills, and budgets.
- Step 3
Proved to the cent
Every account's balance is checked against QuickBooks before you rely on it.
Pricing
Priced per client, each month
Choose a level for each client. 30 days free, no card. Archived clients and clients you can only read are free.
Ledger
$29per client / month
For clients whose books you keep from their bank and card activity.
- Bank feeds, rules, and the review queue
- Reconciliation and month-end close
- Every report, budgets included
- Client portal, documents, and 1099s
Complete
$59per client / month
For clients who also run their sales and purchases in Mastro.
- Everything in Ledger
- Invoices, estimates, and card payments
- Bills, expenses, checks, and purchase orders
- Inventory, sales tax, and other currencies
100+ clients
Talk to us
For firms bringing 100 clients or more.
- Both levels, priced for your practice
- A plan for moving your whole practice
- Answers for your security review
- One annual invoice, if you prefer
Every client, at either level, comes with unlimited staff, unlimited client-portal users, and a free QuickBooks migration. Full pricing