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Uplift Bridge — Engagements

Books that match the agreements.

Most consulting firms close the month with three tabs open: QuickBooks, the agreements folder, and a spreadsheet that ties them together. Bridge replaces the spreadsheet — every invoice, payment, and AR-aged dollar traces back to the SOW that authorized it. QuickBooks gets clean sync; your accountant stops asking for exports.

No per user fees, ever.

I’ve been part of practices that were steered by accounting. It doesn’t work. Bookkeeping is critical — but it’s downstream of the work, not the thing that drives it.
Tommy Spann, founder

Two-way QuickBooks Online sync

Invoices, payments, customers, and deposits sync to QuickBooks automatically. AR aging in Bridge matches AR aging in QB. No spreadsheet reconciliation. No 'who has the source of truth' debates between you and your accountant.

AR aging tied to engagement health

AR aging isn't just 'how late is this invoice' — Bridge ties each aged invoice back to the engagement it came from, the SOW that authorized it, and the client that owes you. Drill down from a 60-day-overdue dollar to the deliverable that triggered it.

Period close, without the fire drill

Close the month: every invoice issued, every payment received, every retainer renewed, every deliverable approved — all reconciled to QuickBooks. The 13-page report your accountant wants is a single click. No more end-of-month all-nighters.

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Bridges to the tools you already use

Q

QuickBooks Online

Two-way sync. Invoices generated in Bridge appear in QB as invoices. Payments received in QB sync back to Bridge as paid. Customer records, line items, taxes, and deposits all map. Your accountant sees the same numbers in either tool.

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S

Stripe

Stripe payments reconcile to QB via Bridge. The Stripe → Bridge → QuickBooks flow handles fees, refunds, disputes, and currency conversion. No manual journal entries for processor fees.

G

Gusto

Pay your 1099 contractors from the hours they logged in Bridge. Draft a pay run, review every line, approve it — Gusto sends the deposits. The cost side of the engagement and the pay your contractors receive come from the same numbers.

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M

Multi-currency

Bridge supports USD, EUR, GBP, CAD natively. Invoices in any of those currencies sync to QuickBooks at the configured FX rate. International firms aren't forced into USD-only billing.

Bridge replaces

QuickBooks-only workflow
CSV export to accountant
Reconciliation spreadsheet
Manual journal entries

One product, one bill, one source of truth — instead of stitching 4 subscriptions together.

How Bridge compares to Bonsai

Bonsai's approach

Bonsai is an all-in-one freelancer tool with built-in accounting. Tracks income/expenses, generates basic financial reports, exports to TurboTax. Designed for solo practitioners who don't have a separate accountant.

$245/mo for Bonsai Premium (5 users)

Choose Bonsai if: you're a solo freelancer who wants billing + accounting + tax in one tool, no separate bookkeeper.

Uplift Bridge's approach

Bridge doesn't try to BE your accounting tool — QuickBooks is. Bridge ties consulting-practice operations (SOWs, engagements, retainers, time) to your existing QuickBooks. For firms with a real bookkeeper or fractional CFO, this is the right architecture: each tool does its job, the integration ties them together cleanly.

Bridge $69/mo Pro + your existing QuickBooks Online subscription

Choose Bridge if: you're a consulting practice with a real bookkeeper or fractional CFO, you need QuickBooks for tax/audit, and you want operations to feed it cleanly.

Frequently asked questions

No per user fees.
No forced contracts.
No sales call.

Built by Tommy Spann after 25 years running consulting firms. Bridge is the practice software he wanted and couldn't find — so he built it.