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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.

The most powerful platform automating proposals and billing.

Give your team the tools to build proposals with packages, save 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."
Proposals

Impress clients, stand out from competition

No more PDFs attached to emails. Deliver a modern viewing experience and win more deals.
Packages

Boost sales by offering package tiers

Sell through proposals with tiered packages allowing clients to select the exact services they need.
Templates

Reduce workload by 10x with custom templates 

Enable your team to send consistent proposals priced with confidence in a matter of minutes.
Client Management

Gain insights around your cash flow

Track proposals' sales, views, and rejections for effortless cash flow management.
Automated Billing

Get invoices paid 85% faster

Payment details are collected prior signing — automating invoice creation and collection without lifting a finger.

Our client successes are our best references

"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

The all in one solution for your business

Proposals
Designed to sell through, easy to digest, accessible on any device.
Templates
Create templates to expedite proposal creation while reducing errors and syncing sales across your team.
Packages
Empower buyer decision-making, by combining recurring and one-time services while boosting revenue.
Engagements
Manage clients and e-signatures with flexible agreements that adapt to scope of work, terms, and pricing.
Invoicing
Covers every billing scenario whether automated or manual, fixed, hourly, recurring, or one-time payments.
Client Payments
Enable seamless payment processing via ACH or credit card directly within client proposals.
Business Dashboard
Track your firm's cash flow and gain transparency into the status of proposals, invoices, and payouts.
Client Management
Prioritize your clients, take notes, and build stronger customer relationships.
Team Management
Manage your team members and sync high standards across your organization.
Reminders
Automate client reminders via email for pending proposals that require payment and acceptance.
Zapier Integration
Integrate AccountGroove with your tech stack to automate your workflow and stay in the Groove!
QBO Integration
Reconcile invoices in real-time with ease preventing double data entry. *coming soon

“Now that we have switched to Bedrock – our business has increased by 150%. We can recommend the product to anyone.”

Andrew Henderson – Founder, Company

“Building the new site with Bedrock has been a breeze, and the crew from Medium Rare are a dream to communicate with.”

Sandra Choudry – Founder, Company

“We were tired of our hum-drum SaaS site. Good thing we found Bedrock – now we are back to looking great online!”

Ben S. – Founder, Company

FAQs

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.
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!