Accounting · Clarity · Control

Your business finances, finally clear.

KelliWorks gives every client a private, live financial dashboard — budget tracking, transaction matching, and smart alerts managed by your dedicated accounting advisor.

Access Your Dashboard →Contact KelliWorks

100%

Read-only bank access

Daily

Automatic transaction sync

2-tier

Yellow & red alert system

∞

Month history on record

Platform Features

Built for how accounting firms actually work

Every feature designed around the KelliWorks client relationship — not generic personal finance.

Live Budget Tracking

Every transaction cross-referenced against your monthly budget in real time. Know exactly where you stand.

Smart Alert System

Yellow and red flags for overspending, missed payments, and untracked expenses — with one-click acknowledgment.

Bank-Level Security

Read-only Plaid integration. Your credentials never touch our servers. All data encrypted at rest.

Managed by Your Advisor

KelliWorks sets your monthly budget line-by-line. You stay informed, we handle the oversight.

How It Works

Up and running in minutes

KelliWorks handles the setup. You just connect your bank and log in.

Step 01

Connect your bank

Securely link your business bank account through Plaid. Read-only access — we can never move money.

Step 02

Your advisor builds your budget

KelliWorks creates a custom monthly budget with line items, due dates, and estimated amounts tailored to your business.

Step 03

Get notified what matters

Transactions match automatically. Anything unusual, overdue, or over-budget triggers a real-time alert requiring your acknowledgment.

Security First

Your financial data stays yours.

We take a read-only view of your transactions — nothing more. KelliWorks can never initiate transfers, move money, or access anything beyond what's needed for budget matching and reporting.

Questions? Contact us →

Bank connections via Plaid — the same technology used by thousands of financial apps
All data encrypted at rest and in transit
Row-level security — your data is never shared with other clients
No credentials stored — KelliWorks never sees your banking login
Audit trail for every alert acknowledgment