Maven PMP × fiscal50 Integration

One Connected System for Your Entire Bookkeeping Practice

Combine Maven PMP's practice management with fiscal50's AI-powered bookkeeping. Stop switching tools — manage clients, automate workflows, and deliver accurate books from a single hub.

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fiscal50 Maven Integration

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fiscal50 Maven PMP
⚡
70%
Reduction in manual bookkeeping work through AI-powered automation
📈
2–3×
More clients handled without adding headcount or overhead
🔗
1 System
Practice management and bookkeeping unified in one connected workflow
Step by step

How fiscal50 + Maven PMP Work Together

Five simple steps from client onboarding to automated, accurate books — all in one connected flow.

1
Connect Clients and Accounts
Link your Maven PMP client roster directly to fiscal50. Client data flows automatically — no re-entry, no duplication.
2
Sync Data Across fiscal50 + Maven
Client details, settings, and status sync in real time between both platforms, keeping everything aligned.
3
Import Transactions Automatically
Bank feeds and transaction data are pulled directly into fiscal50, eliminating manual data entry entirely.
4
AI Categorization & Reconciliation
fiscal50's AI intelligently categorizes and reconciles transactions, learning from your corrections over time.
5
Real-Time Status Updates and Reporting
Completion status flows back to Maven PMP, so your dashboard always reflects the true state of every client's books.
app.fiscal50.com/connect
Step 1 Step 2 Step 3 Step 4 Step 5
Step 1 — Connect Clients and Accounts
Why it matters

Scale Without Adding Complexity

Disconnected tools create bottlenecks. fiscal50 + Maven PMP combines client management and AI-powered bookkeeping into one seamless, scalable workflow.

No more data silos
Automated categorization
Faster month-end close
Unified client portal
Real-time reporting
Client Dashboard — fiscal50 + Maven
📊 Acme Corp Complete $12,400
🏪 Green Retail In Review $8,760
🏗️ BuildRight LLC Pending $5,230
💊 MedCare Group Complete $19,100
☕ Brewed Ideas In Review $3,450
Built for growth

Built for Next-Generation Bookkeeping Teams

⚡

Reduce Manual Work by Up to 70%

Automate categorization and reconciliation to free up time for higher-value client services.

📈

Handle 2–3× More Clients Without Hiring

Streamlined workflows help your team scale client volume without increasing complexity.

🗓️

Close Books Faster Every Month

Synced financial data reduces delays and speeds up the month-end close process.

🔄

Easy Migration From Existing Systems

Import clients, data, and workflows quickly without disrupting day-to-day operations.

📋

Standardize Workflows Across Your Team

Consistent processes for bookkeeping, reviews, and client work keep everyone aligned.

🔒
AWS EncryptedBank data fully secured
Practice Overview — May 2025
● Live
47
Clients
89%
Done
5
Pending
Reconciliations 38 / 47
Categorizations 42 / 47
Month-end Reviews 31 / 47
Reports Delivered 44 / 47
🤖
AI ActiveAuto-categorizing now
The integration

Two Platforms. One Unified Workflow.

Everything Maven PMP manages flows directly into fiscal50 — no manual hand-offs, no gaps.

Maven PMP
Maven PMP
Practice Management
Client setup & intake forms with secure AWS storage
Monthly, quarterly & yearly task checklists per client
Kanban task board across all clients and deadlines
Team collaboration, messaging & document management
Bird's-eye dashboard with monthly & yearly overview reports
fiscal50
fiscal50
AI-Powered Bookkeeping
Automatic bank feed & transaction import from Maven clients
AI categorization that learns and improves over time
Automated reconciliation with exception flagging
Real-time bookkeeping status pushed back to Maven PMP
Financial reports & month-end close delivered in one click

Start Running Your Practice on One Connected System

Combine the structure of Maven PMP with the automation of fiscal50 — and scale your bookkeeping firm without adding complexity.
Get Started
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