June is the AI-native solution your firm has been seeking.
June turns closed books into a forecast you can sign off on in minutes. Start serving your clients faster and with higher-quality insight behind every number.
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Purpose-built for CPA firms. Client deliverables understood from inception.
The features CPA firms actually need, including the ones legacy tools skipped and new-age products never thought of.
CPA sign-off, built in.
Every forecast carries your name, version, and timestamp. Compliance-ready by design, not a bolt-on.
QBO to forecast to sign-off, in one workflow.
Not a generic FP&A suite retrofitted for accountants. Every screen assumes your engagement rhythm.
Real AI, priced for accounting firms.
Big-tech AI without the big-tech budget or enterprise contract. Your team does the same work faster and at higher quality, and decision-makers get the numbers while they still matter.
Forecasting-forward, not reporting-backward.
Most tools tell you what happened last month. June tells you what is coming, and defends it in your voice.
What's June actually worth to you?
Plug in your firm's numbers. We estimate June automates roughly 80% of forecasting and reporting work, based on average usage across accounting firms and fractional CFOs.
Forecasting, reporting, rollforward
Your firm's numbers, not ours. Set the sliders to match.
Saved per year
$230K
Hours / year
1,152
Weeks / year
28.8
Cost of June / year
$27K
Net saved / year
$203K
9× return on what June costs.
Based on 15 clients × 8h/mo × 12 mo × 80% automated at $200/hr, less June at $150/client/mo.
Your 4-year projection
Same book of business, no growth modelled. Automation ramps from 80% to 86% as June learns your workflows.Take this table to your leadership and defend the investment with your firm's own numbers.
Live before your next month-end close.
No IT project. No data migration. No retraining your team. Three steps, and June is producing client-ready deliverables.
Connect
Read-only access to your accounting platform. About 15 minutes, and nothing in the books can be touched.
June builds
Forecast, budget, and KPI dashboard generated straight from the books. No templates, no re-keying.
You sign off
Review the assumptions, adjust, and sign. Your name on a client-ready deliverable in the first week.
Your clients' books, held to an audit standard.
The first question every firm asks is what happens to client data. Here is the short version, with the full detail on the security page.
Read-only in practice
June only ever reads from QuickBooks. Nothing in your clients' books is created, edited, or deleted by us.
Encrypted at rest
Tokens encrypted with AES-256-GCM before they touch the database. No one at June, including engineers, can read them in the clear.
Firm-level isolation
Row-level database policies wall off every firm's data. One firm cannot query another's, even if a bug tried to allow it.
For firms FAQ
Is June a competitor to my firm?
No. The June platform is licensed to accounting firms and fractional CFOs to use with their own clients: your engagement, your sign-off, your client relationship. We also run our own advisory and compliance practice for founders directly, and we are upfront about that rather than hiding it.
What does June cost for a firm?
The platform is priced per client per month, which is why the ROI calculator above is built the way it is. A one-time setup fee applies, scaled to the complexity of your existing operations and quoted after the intake meeting.
What accounting platforms does June connect to?
QuickBooks Online today, connected over OAuth and used read-only. Xero and Sage are on the roadmap. June does not modify anything in your clients' books.
How long does onboarding take?
About 15 minutes to connect, and June produces its first forecast from the books immediately after. The workflow is built so your first client-ready deliverable lands inside the first week.
Ready when your next client is.
Onboarding is the easy part. Connect the books, June drafts the forecast, you sign off. Fast enough to run live on the intake call, before the meeting ends.