What is Investrio Assist?

Professional bookkeeping support, powered by Investrio

Starts at $299/month (billed annually), ideal for solopreneurs generating $5k-$25k/month and early SMBs who want additional support.
Best for solopreneurs and growing businesses who want clean books, clear explanations, and confidence — without hiring a full-time bookkeeper.

Investrio Assist combines our AI-powered software with a dedicated bookkeeping review, so your finances stay accurate, tax-ready, and defensible.

Features include:

• Dedicated bookkeeping review
  A trained bookkeeping specialist reviews, corrects, and explains your books each month.

• Cash or accrual bookkeeping
  Based on how your business operates — not a one-size-fits-all setup.
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• Custom chart of accounts
  Built specifically for your business model and revenue streams.
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• Monthly financial reports
  Delivered by the 10th business day, ready for taxes, planning, or lenders.
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• Priority support
  In-app and email access to a real human who understands your numbers.