How SmartBean® Works


Your dedicated SmartBean® Team provides accurate service with a personal touch. And, because we’re based in the U.S., we’re always available to answer your questions and discuss your business’s financial outlook with you.

Financial Software

SmartBean® uses QuickBooks Online to personally retrieve, categorize, and verify all transactions from your business accounts — banks, credit cards, PayPal, etc. — on a daily basis.

Mobile App

Our SmartBean® mobile app offers up-to-date information on your business and shares insights on how to maximize its success.