How it works

From zero to running books in an afternoon.

No training course. No migration project. Follow the AI's lead — it configures itself, asks the right questions, and hands you a working system before lunch.

Step 1

Installation.

Download the installer and run it. The installer handles everything else.

  1. The installer checks for Microsoft Access. If you have Access 2019 or newer, great. If not, it offers to download the free Microsoft Access Runtime.
  2. Files install to %LOCALAPPDATA%\Accessory\. The installer sets the correct Trusted Location so Access doesn't prompt you on every launch.
  3. A Start Menu shortcut is created. The default Accessory Accounting logo is installed — you'll replace it with yours during setup.
  4. Launch the app. On first run it shows the activation screen. Paste in the license key from your purchase email.
Installer Screenshot The installer's progress screen, showing Access Runtime detection.

Step 2

The setup conversation.

The AI doesn't show you a wizard. It has a conversation with you, and fills in the wizard on your behalf.

AIWelcome. What's the name of your business?
YouPacific Coast Roofing.
AIGot it. How is Pacific Coast Roofing set up for tax purposes — sole prop, LLC, S-corp, C-corp, partnership, or non-profit?
YouLLC.
AIPerfect. What industry — construction, retail, professional services, something else?
YouConstruction, specifically roofing contractor.
AII've set up a construction chart of accounts with the usual contractor categories — materials, subcontractor labor, COGS by job, retainage. Last question: calendar year, or a different fiscal year?
YouCalendar.
AIAll set. Your chart of accounts is live. Want me to walk you through what's where, or jump straight to entering your first transaction?

What's happening behind the scenes:

  • Company profile is written to the system table.
  • A chart of accounts template is selected based on entity type and industry.
  • Default tax codes, payment terms, and report formats are applied.
  • Your fiscal periods are generated for the next five years.
  • The AI marks setup complete and routes you to the main menu.

How long this takes: five to eight minutes for most businesses. The AI handles the form-filling you would normally do yourself.

Step 3

A normal working day.

Most days with Accessory look like a short conversation.

YouCustomer Martinez just paid invoice 4502 by Zelle, $1,800.
AIApplied. Invoice 4502 is marked paid and the deposit is in the Zelle clearing account, waiting for the bank download. Anything else?
YouYeah, I paid a supplier — $320 to Ferguson Plumbing, my business checking.
AIExpense category looks like Repairs & Maintenance based on prior Ferguson entries. Want me to keep that category or change it?
YouThat's right.
AIPosted. Bank balance is now $14,328.12.
Note

In Business Owner Mode, the AI always asks before posting. You approve. You stay in control. Once you're comfortable, you can switch to Auto Mode for routine transactions — but only after the system has earned it through weeks of proven accuracy.


Every month

Reconciliation, without the stress.

At month-end, ask the AI to reconcile your accounts. It walks through each bank statement with you, matches what it can on its own, and asks about the handful of entries it can't explain.

YouReconcile the business checking for October.
AIStatement loaded. I matched 47 of 51 transactions automatically. Four need your attention:
— An ACH deposit for $2,450 on Oct 12 doesn't match any invoice. Customer deposit?
— A $38 debit at "SQ *CLEANCO" — small recurring amount, possibly janitorial?
— Two Zelle transfers outbound to "Carlos M" for $600 each. Payroll or owner draw?
Tell me what each one is and I'll post them.

Click through the reconciliation screen when you'd rather do it by hand — Accountant Mode lets you work exactly as you would in any traditional package.

Year end

Close the books. File the taxes. Start the next year.

  • Automatic year-end packet. The AI generates a year-end bundle — P&L, balance sheet, cash flow, A/R aging, A/P aging, GL detail, and 1099 summary — ready for your tax preparer.
  • Tax software export. Export to TXF (TurboTax, H&R Block) or IIF format. Your CPA can also connect directly in Accountant Mode.
  • Clean close. The AI runs the closing entries, locks the prior year, rolls retained earnings forward, and opens the new year with a clean slate.
  • Prior-year lookback. The ledger is always accessible. Ask any question about any past year — "what was gross margin in Q2 of 2024?" — and the AI pulls it instantly.

One afternoon from download to done.

Try it. $350. First year of AI included. Thirty-day money-back guarantee.

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