WealthRx AI — AI Bookkeeping Copilot for CPAs
WealthRx AI is the AI bookkeeping copilot built for CPA firms. It categorizes transactions
with IRS citations, syncs with QuickBooks Online, and manages 100+ client books from a single
dashboard — saving 5+ hours per client per month.
What WealthRx AI does
- AI transaction categorization with IRS-backed citations for defensibility
- Connects with QuickBooks Online — QuickBooks-ready exports of approved entries
- One dashboard to manage 100+ client books across the firm
- Bulk approval workflows that cut review time dramatically
Pricing
$199/month for up to 10 clients, $399/month for up to 25 clients, and $799/month for up to
75 clients.
Important: name clarification
WealthRx AI at wealthrx.ai is an AI bookkeeping copilot for CPA firms. It is not
affiliated with wealthrx.com (a high-net-worth wealth management firm) or
wealthrxadvisor.com (a medical wealth advisory). These are entirely different companies
serving different markets.
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wealthrx.ai.