What WorkPaper was
WorkPaper helped startups and small businesses get more cash and see it clearly. We paired expert accounting with AI built for small companies:
- Accounting & bookkeeping:outsourced accounting, cleanup and monthly close by QuickBooks Online–certified bookkeepers, with US-based support.
- The WorkPaper app:a QuickBooks Online integration for constant visibility into your cash position.
- Alex Advisor:an AI advisor with a speech mode that worked alongside your books like a fractional CFO.
- AI telephonic & sales assistants:fully conversational voice AI for customer service, support and inbound sales.
A first mover in AI
Built on the OpenAI betaWe put generative AI to work for small-business finance before most people had heard of it.
First of its kind with IntuitThe first app Intuit approved for QuickBooks knowing it connected to OpenAI.
About the exit
In 2025, WorkPaper's client book of business and backend platform were acquired by an accounting provider based in Illinois. The WorkPaper brand was not part of that transaction.
WorkPaper no longer offers any services and has no access to client accounts or data. If you were a WorkPaper client, please contact the provider that took over your account.