The Future of Bookkeeping: AI Precision, Human Expertise.

Perfecto Pro combines advanced artificial intelligence with meticulous review by professional human bookkeepers. Get flawless, stress-free financials at a fraction of the cost, and more time to focus on what you do best.

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Perfecto Pro: The Smart Solution for

Businesses, CPAs & Professional Bookkeepers

Whether you're a small business owner needing accurate books, a CPA looking to streamline client services, or a bookkeeper aiming for higher efficiency, Perfecto Pro provides the tools and insights you need.

Say Goodbye to Bookkeeping Headaches

Messy Bookkeeping

The Old Way is Broken

  • Time-consuming manual data entry.
  • Prone to errors and missed deductions.
  • Lack of real-time financial visibility.
  • Stressful tax seasons and year-end closing.

The Perfecto Pro Solution

  • Automated data capture and categorization by AI.
  • Meticulous review and confirmation by human professionals.
  • Your financials, always accurate and up-to-date.
  • Tax-ready books and unparalleled peace of mind.

The Power of AI, The Confidence of Human Expertise

Perfecto Pro empowers you with intelligent features designed for simplicity, accuracy, and growth.

AI-Powered Categorization

Our smart AI learns your business and automatically categorizes transactions, minimizing manual work and errors. All reviewed by human experts.

Flexible Data Input

Securely connect your bank accounts for real-time sync or choose to manually upload statements and documents at your convenience.

Intelligent Receipt Matching

AI automatically matches uploaded receipts and bills to bank/card transactions, flagging discrepancies for your review.

Smart Insights & Alerts

Get cash flow forecasts, identify spending trends, and receive custom alerts for unusual activity or important financial events.

Tax Readiness Tracker

Stay prepared with estimated tax liabilities, reminders for missing documents, and one-click "Ready-for-CPA" reports.

Human Professional Review

While AI handles the heavy lifting, our team of professional bookkeepers reviews and confirms your books, ensuring accuracy and compliance.

Effortless Bookkeeping: AI Speed, Human Precision

1. Connect or Upload

Securely link your bank accounts and credit cards for automatic transaction syncing, or easily upload your statements and receipts.

2. AI Processes, Humans Verify

Perfecto AI processes data, categorizes transactions, and matches receipts. Our professional bookkeepers then review for accuracy.

3. Review & Report

Access your always-up-to-date financial dashboard, review verified suggestions, and generate insightful reports with a click.

Simple, Transparent Pricing for Perfecto Pro

Choose the perfect plan for your business size. No hidden fees, just smart AI bookkeeping, confirmed by professionals.

Starter

Monthly Expenses Under $10,000

$200 /month
  • AI-Powered Bookkeeping
  • Human Professional Review
  • Bank & CC Sync (Up to 2 accounts)
  • Monthly Financial Reports
  • Document Management
  • Email Support
Choose Starter
Most Popular

Growth

Monthly Expenses $10,000 to $25,000

$275 /month
  • All Starter Features, plus:
  • Bank & CC Sync (Up to 5 accounts)
  • Smart Insights & Alerts
  • Tax Readiness Essentials
  • Chat Support
Choose Growth

Scale

Monthly Expenses $25,000 to $50,000

$350 /month
  • All Growth Features, plus:
  • Bank & CC Sync (Up to 10 accounts)
  • Advanced Reporting
  • CPA / Advisor Access
  • Priority Support
Choose Scale

Need something bigger? For businesses with over $100k in monthly expenses, we offer custom Enterprise solutions.

Effortless Document Processing. Powered by AI.

Perfecto Lite uses cutting-edge AI to automatically OCR and extract data from your financial documents, organizing it into ready-to-use spreadsheets.

Ideal for businesses, CPAs, and bookkeepers who need fast, accurate data extraction without the overhead of full-service bookkeeping.

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Perfecto Lite is Designed For:

Small Business Owners Freelancers & Solopreneurs CPAs Needing Data Prep Bookkeepers Seeking Efficiency

Automate Your Document Workflow

Perfecto Lite makes document processing simple and efficient.

AI-Powered OCR

Accurately extracts text and data from bank statements, card statements, receipts, and bills.

Structured Data Export

Get your processed data in a clean, organized spreadsheet (CSV, Excel) in a bookkeeping-friendly format.

Easy Document Upload

Simply upload your files via our secure dashboard or email them to your dedicated Perfecto Lite address.

Secure Document Storage

Keep all your financial documents organized and securely stored in one place for easy access.

Automated Categorization (AI Suggestion)

Our AI attempts to categorize your transactions, which you can review and adjust in your exported spreadsheet.

Searchable Archive

Quickly find any uploaded document or extracted data point when you need it.

Streamlined Data Processing

1. Upload Your Documents

Easily upload PDFs, images, or CSVs of your bank/card statements, receipts, and bills.

2. AI Extracts & Organizes

Our AI performs OCR, extracts key data, and attempts initial categorization.

3. Download Your Spreadsheet

Access your data neatly organized in a bookkeeping-ready spreadsheet for your own use or for your accountant.

Perfecto Lite Pricing

Affordable, AI-powered document processing to streamline your finances.

Lite Basic

For light users & testing

$25 /month
  • 100% AI Document OCR
  • Up to 100 Documents/Month
  • 1 GB Secure Storage
  • Export to Spreadsheet
  • AI-Suggested Categorization
  • Email & Knowledge Base Support
Choose Lite Basic
Most Popular

Lite Plus

For growing needs

$50 /month
  • All Lite Basic Features, plus:
  • Up to 300 Documents/Month
  • 5 GB Secure Storage
  • Basic Searchable Archive
  • Priority Email Support
Choose Lite Plus

Lite Pro

For higher volume users

$100 /month
  • All Lite Plus Features, plus:
  • Up to 750 Documents/Month
  • 15 GB Secure Storage
  • Advanced Searchable Archive
  • Faster Processing Queue
Choose Lite Pro

Manage Your Entire Business Workflow. With Perfecto CRM.

From leads to projects to billing, Perfecto CRM streamlines your operations, empowers your team, and helps you build stronger customer relationships.

Start CRM Free Trial Explore CRM Features
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Perfecto CRM is Built For:

Service-Based Businesses Consulting Firms Agencies & Studios Freelancers & Teams Any Business Managing Clients & Projects

One Platform to Run Your Business

Perfecto CRM integrates all the tools you need to manage your client lifecycle and projects efficiently.

Lead Management

Capture, track, and nurture leads. Manage your sales pipeline and convert prospects into loyal customers.

Client Management

Maintain a centralized database of all your clients, communication history, and important details.

Project Management

Organize projects, assign tasks, track progress, and collaborate with your team to deliver on time.

Task Management

Create to-do lists, assign tasks, set deadlines, and monitor completion for both internal and client projects.

Proposals & Contracts

Create professional proposals and contracts, send them for e-signature, and track their status.

Subscriptions & Billing

Manage recurring subscriptions, automate invoicing, and integrate with payment gateways for seamless billing.

Time & Attendance

Track billable hours, monitor employee attendance, and generate timesheets for accurate payroll and invoicing.

Get Started with Perfecto CRM Quickly

1. Sign Up & Setup

Create your account, customize your workspace, and invite your team members.

2. Manage Leads & Clients

Import existing contacts or start capturing new leads. Organize all client interactions and data.

3. Deliver Projects & Bill

Manage your projects, track time, send proposals, and automate your billing cycle.

Perfecto CRM Pricing

Choose the right CRM plan to grow your business.

CRM Starter

For individuals & small teams

$39 /month
  • Up to 3 Users
  • Lead & Client Management
  • Basic Task Management
  • 5GB Storage
  • Email Support
Choose Starter
Most Popular

CRM Growth

For growing businesses

$79 /month
  • Up to 10 Users
  • All Starter Features, plus:
  • Project Management
  • Proposals & Contracts
  • Time Tracking
  • 25GB Storage
  • Chat & Priority Email Support
Choose Growth

CRM Pro

For established teams

$149 /month
  • Up to 25 Users
  • All Growth Features, plus:
  • Subscriptions & Billing Management
  • Advanced Reporting & Analytics
  • 100GB Storage
  • Dedicated Support
Choose Pro

Need a custom CRM solution? Contact our sales team.

About Perfecto

Empowering Your Business with Intelligent, Human-Verified Solutions.

At Perfecto, we believe every small business deserves accurate books, organized operations, and simple tools to manage it all—without breaking the bank.

Founded by Raghu Pokala, a small business owner based in Los Angeles, who also runs a successful virtual assistant service for insurance and accounting businesses across the U.S., Perfecto was built to solve the everyday challenges of managing bookkeeping and back-office tasks on a budget.

With the rise of AI, Raghu saw an opportunity to create something smarter: a platform that combines custom-built generative AI for routine work, advanced models for deeper financial analysis, and the experience of real human bookkeepers to ensure accuracy and reliability.

We're proudly self-funded, with our bookkeeping and technology teams working across multiple time zones to deliver quality, speed, and affordability—without compromising on service.

Our Products:

  • Perfecto Pro: Full-service, AI-assisted bookkeeping reviewed by expert bookkeepers.
  • Perfecto Lite: Upload receipts and statements, get back a categorized spreadsheet in minutes.
  • Perfecto CRM: A simple, built-in CRM to manage clients, tasks, and invoices—perfect for small teams.

Perfecto: Your Business, Simplified. Powered by AI. Backed by Real People.

Ready to Streamline Your Business?

Choose the Perfecto solution that's right for you and take the first step towards effortless operations.

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