Grab our {FREE} Pricing Blueprint! 📈

Stop sending proposals that confuse clients,
and create billing bottlenecks.

Give your team tools to sell tiered proposals, create templates, manage clients, invoice and track payments – all in one, automatically.

Engage smarter to solve billing pains and let cash flow.

Give your team the tools to build proposals with packages, save templates, manage clients, invoice and track payments – all in one, automatically.
"Using AccountGroove to secure upfront payments upon clients signing Engagement Letter and running admin on autopilot has been the biggest growth hack and game changer for my business."

How Accountgroove works

Sells premium services in one automated flow.

Accelerate cash flow, automate payments, maximize revenue, and eliminate A/R—while passing processing fees and staying in control.

Welcome!

You're one step closer to accelerating cash flow, maximizing revenue, and reclaiming your time.
Send proposals clients enjoy signing
Auto-invoice, collect payments & pass fees
Skip the busywork & sync to your ledger
Optimize Pricing

Work 1:1 with an expert to build premium tiers.

  • Access to data-backed insights from top-performing proposals to confidently price premium services.
  • Work 1:1 with experts to structure and sell premium tiers that clients actually want to purchase.
Send PROPOSALS

Send a winning proposal, client selects & signs in one click.

  • Use pre-optimized tier proposal templates based on proven sales psychology to increase premium conversions.
  • Get proposals signed faster with built-in e-signature—no additional workflows or delays to close the gap and eliminate decision fatigue.
Collect without fees

Auto-collect payment details upfront & auto-pass processing fees.

  • Remove that additional step from proposal to invoicing by automatically collecting payment details upfront with every proposal.
  • Pass processing fees to clients automatically, keeping your margins strong and your growth untaxed.

Congratulations!

You now have a signed contract where you:
Upsold a premium tiered package
Auto-collecting payments on a schedule
Auto-passing processing fees to clients
automate invoicing

Deposits land in your account on time, no follow-up needed.

  • Payments are auto-collected based on the proposal’s terms.
  • Deposits hit your account on schedule, without lifting a finger.
Reconcile instantly

Clients, services & payments are synced instantly to your ledger.

  • Automatically push client, service, and payment data into your ledger.
  • Eliminate double entry and maintain clean, up to date books with accurate income and expense classification.
streamline workflows

Sync AccountGroove with your favorite tools via Zapier.

  • Instantly sync proposals, payments, and client data with the tools you already use.
  • Automate your entire workflow, from signed proposal to scheduled deposit, without lifting a finger.

Bonus round completed!

You’ve successfully connected your entire admin workflow:
Leads get custom proposals tailored to them
Signed proposals trigger automated workflows
Internal processes stay synced & streamlined

Our users' wins say it all.

"I can’t say enough good things about the AccountGroove team, their support really is unmatched. On one of our early calls, they recommended a new pricing approach tailored to my services. I implemented their tiered pricing strategy and, on my very first proposal, confidently upsold a premium tier. Just like that! The mindset shift around pricing, combined with the flexibility of their billing schedules and fast payouts, has been a game-changer. I love how everything works seamlessly and how the team’s passion is clearly built into the platform itself."

Samantha Musser, CPA
Owner, Chime CPA

"AccountGroove has been a game-changer for Stratego Intel Consulting. From our very first engagement, their team took a deep, consultative approach—analyzing our full sales-to-close process and delivering strategic improvements that dramatically enhanced our client experience. Their ability to bridge strategic foresight with tactical execution is rare in the marketplace. As a consulting firm deeply focused on empowering businesses with AI, financial optimization, and digital transformation, we especially appreciate their operator mindset and commitment to helping businesses scale intelligently. I've had the pleasure to have white glove treatment from Irene, Co-Founder and CEO of AccountGroove, and I've been highly impressed, and so thankful."

Albert Ramos Jr.
Fractional CFO, Stratego Intel Consulting

"AccountGroove has been a game-changer for my firm. It’s not just billing software, it's a true partner. From prepping for prospect calls to crafting customized proposals, they’ve gone above and beyond. What stands out most is how supported I feel. It’s rare to find a platform that actually cares about your growth and keeps you in the loop every step of the way."

Sarah Foster
Bookkeeper, Accurate Books Solutions

"I enjoy using the platform and It has made sending contracts and proposals easier. I enjoyed working with Irene in the beginning to set up my company profile and templates. The team was helpful and reassuring as I navigated this big business change."

Danya Marhamo, CPA, MSA
Tax Specialist, Marhamo Tax Advisor

"The proposals AccountGroove delivers are next level. Every client has complimented how professional they look—and not once have they questioned delivery or structure. What really surprised me was how seamlessly the proposals tied into the rest of my sales and billing process. Until you experience it yourself, it’s hard to grasp just how much time and friction they help remove."

Aurelien Scagnolari
Founder, CURAT—D

"Working with the AccountGroove team has been one of the most supportive experiences we've had. Their billing and payment turnaround is among the fastest we've seen, but what truly stands out is how deeply they understand the needs of service providers. While other platforms can feel cold and transactional, [sensitive content hidden] have redefined what real support looks like, offering powerful features and building the future of proposals and payments!"

Sophia Kelly
CEO & Founder, Tharos Global

"Easy to use with flexible billing arrangements. For our firm, we offer services to multiple countries, so cross-border payments are a necessity. AccountGroove has that buttoned down. Additionally, variable payment schedules make selling packages easier without worrying about tracking when payments are due. Manual and automatic payments are game-changing—no more following up on outstanding payments. Outstanding support!"

Mark Stovel, CPA
CEO & Founder, FirmNexus

"Over the years we’ve been consistently impressed by the quality of the product and the outstanding support from the team. The platform’s automation of bill collection has completely eliminated our accounts receivable headaches. Plus including additional service options like bookkeeping in our proposals, even if they weren’t mentioned in the discovery call, has really boosted our cash flow and made operations so much smoother for us."

Timothy Horning, CPA
Corporate Partner, Medina Horning & Kruse LLP

"Allowing your leads and clients to select a package set of services is a game charger. We use to send multiple engagements back and forth that weren't ideal for our sales process. The product is well designed without unnecessary features keeping the process very straightforward compared to its competitors. Once we uploaded all proposals we just monitored our billing and watched the payments come through!"

Nevada Ryan
Tutor & President, The New Education Initiative

"An amazing team with extensive experience in this field. The tech is a joy to use, and they are highly responsive to our requests. I can easily see them becoming a top platform. How the proposals are set up to drive more sales and the amount of time it saves our team. Once you automate your billing flow you’ll be shocked how much time is wasted billing manually that could be used to create revenue."

Daniel Tobon, CISSP
Founder & Technology Strategist, TSquared

Questions? We've got you!

Learn how AccountGroove will supercharge your business
What is AccountGroove?
AccountGroove is an automated sales to billing solution that replaces fragmented engagement and invoice workflows. With smart proposals enter your client details, a service offering, and terms for your engagement, and in a matter of minutes you can send professional proposals that sell through with ease! Once you send the proposal we’ll automate the rest of the billing process making sure you focus on driving revenue and not billing admin.
How is AccountGroove different than other proposal platforms?
For a comprehensive view of how we differentiate from other proposal-to-billing platforms, view our competitor analysis.
My clients are on another platform, how can I migrate?
We've created a simple tool to upload and manage your clients coming from any platform. Download our Excel template, add your client details and upload. Within 5 minutes, you'll be up to speed getting your clients on the next billing cycle. Need help? Our team is always happy to support, schedule a one-on-one meeting with us!
Who is AccountGroove created for?
Small to medium professional service providers including accounting, legal, coaching, marketing, and IT support offering flexible billing options, including one-time services and recurring subscriptions. Clients can choose one-off services for specific needs or ongoing subscriptions for continuous support, allowing them to tailor engagements based on requirements and budgets.
How secure is AccountGroove?
We utilize the same security standards and protocols as financial institutions. Payments are processed securely through Stripe which deploys the highest PCI compliance certification level available in the payments industry. With best-in-class security tools, AccountGroove ensures utmost safety on our website and does not store any client or customer card or bank details. To learn more, explore AccountGroove's Security Standards.
How can I connect my current apps using Zapier?
To connect your workflow applications to AccountGroove through Zapier, just visit Zapier.com and search for AccountGroove. Our automation specialists are ready to assist you—just reach out to support@accountgroove.com!
Does AccountGroove offer live support?
We are available around the clock on Pacific Standard Time (PST) at support@accountgroove.com. We are always happy to help!