Modern bookkeeping for pros who don’t have time for chaos.

Hedgi turns messy client bank feeds into clean, cash‑basis books, OBBB‑aligned tax positions, and pre‑filled return drafts — with agentic AI that keeps you in control.

You stay the signing professional. Hedgi does the grunt work.

Who Hedgi Is For

• Small‑firm CPAs and EAs

• Solo practitioners drowning in write‑ups

• Boutique firms focused on cash‑basis SMBs

• Virtual CFO / controller shops that need scale without headcount

If your team is still copy‑pasting from bank exports into spreadsheets and tax software, Hedgi is the upgrade. Your ledger shouldn’t be the end of the workflow.

• Hedgi converts cash‑basis P&L into IRS‑aligned tax return PDFs

• Built for SMB returns and OBBB compliance

• You review, adjust, and file in your existing tax software

• No double entry, no “export → rekey → hope it ties”

The goal: your preparers start at 90% done, not 0%.

• Clients on Mobile:

  • Connect bank and card feeds

  • See a simple P&L and health score

  • Answer category questions and upload receipts

• You on Web:

  • Work from a real‑time ledger

  • Filter by “needs review”, vendor, category, or tag

  • Push final reports or tax packages back to the client

Is Hedgi trying to replace bookkeepers or tax pros?
No. Hedgi automates data prep — categorization, journal suggestions, and P&L → tax mapping. You still own judgment, sign‑off, and client relationships.

Can I control how aggressive the AI is?
Yes. You can keep everything as “suggestion‑only”, or enable more aggressive autoposting for clean, recurring deductions. No silent changes behind your back.

What if I already have a tech stack?
Great. Hedgi is the “front end” for messy bank data. Use it to produce clean ledgers and P&Ls, then feed those into your existing tax and workflow tools.

How do I get access?
Right now, Hedgi for Accountants is invite‑only. Apply to the partner program and we’ll follow up with onboarding, pricing, and migration guidance.