Founding Client Pricing Available

From Chaos to Organized.

Organized financial workflows for small businesses.

DT Business Services helps small businesses organize bills, invoices, documents, accounts payable, accounts receivable, and reporting through a secure client portal and personalized support.

Starting at $19/month
Founding Client Pricing
Limited-Time Early Access Offer
Request a Quote Join Early Access
Real Portal Preview

See your business workflow in one organized view.

A clean workspace to review bills, invoices, documents, reports, and activity without searching across spreadsheets or disconnected systems.

DT Business Client Portal dashboard preview
Everything In One Place

See what needs attention without digging through files, spreadsheets, or disconnected systems.

DT Business Client Portal brings bills, invoices, documents, reports, and workflow activity into one organized workspace.

Accounts Payable

Accounts Payable workspace preview

Accounts Receivable

Accounts Receivable workspace preview

Smart Inbox

Smart Inbox workspace preview

Legal & Compliance

Legal and Compliance workspace preview
Professional Reports

Clean reports your business can actually read.

Generate branded financial reports that organize income, expenses, net profit, aging, and transaction activity in a clean format for review.

Sample Profit and Loss report preview
Who We Help

Built for owners who need clarity without more complexity.

Simple, organized support for businesses that need dependable financial workflows and a secure place to manage the details.

01

Small Businesses

Keep day-to-day bills, invoices, and documents organized in one workflow.

02

Solo Business Owners

Get structure and support without adding another complicated system.

03

Service Providers

Track client billing, vendor documents, and reporting with less friction.

04

Growing Businesses

Create clean processes before the back office becomes harder to manage.

What We Help Manage

A calmer operating layer for your financial admin.

Organize the work that surrounds your books, from incoming bills to reports and document history.

AP

Accounts Payable

Vendor bills, due dates, approvals, and payment readiness.

AR

Accounts Receivable

Customer invoices, open balances, and follow-up visibility.

DC

Document Center

Centralize business files, statements, receipts, and records.

SI

Smart Inbox

Route incoming financial items into organized next steps.

FR

Financial Reports

Prepare organized reporting packages for better business visibility.

SP

Secure Client Portal

Manage communication, documents, and workflow history securely.

Pricing & Packages

Start lean, add support when you need it.

Transparent starting points for software, onboarding, cleanup, migration, and personalized support.

Software Only

$19/month starting at
  • 1 User
  • AP
  • AR
  • Document Center
  • Smart Inbox
  • Reports
  • Activity History

Additional Users: $5/month each

Setup & Onboarding

Starting at $99

Cleanup & Migration

Starting at $199

Already using another system? We can help organize and migrate information from:

QuickBooks Xero FreshBooks Zoho Books Quicken Excel CSV Files

Software + Support

Custom Quote

Ideal for business owners who want ongoing help organizing their financial workflow.

Includes:

  • Portal Access
  • AP Assistance
  • AR Assistance
  • Document Organization
  • Monthly Workflow Support
  • Personalized Guidance
Why DT Business Services

Premium support shaped around small business reality.

DT Business Services combines organized workflows, secure portal access, and personalized help for owners who need their back office to feel manageable.

  • Bilingual Support
  • Personalized Service
  • Small Business Focused
  • Secure Portal
  • Remote Support
  • Organized Financial Workflows
  • Human Support
  • Migration Assistance
  • Business Workflow Organization
Coming Soon

More automation for a smarter financial workflow.

Upcoming capabilities are being designed to reduce manual sorting and help business owners see what needs attention faster.

AI Smart Inbox

Intelligent routing for incoming bills, invoices, and documents.

OCR Bill Capture

Capture key bill information from uploaded documents.

Vendor Auto-Learning

Recognize repeat vendor patterns and suggested categories.

Cash Flow Forecast

See upcoming inflows and outflows with clearer timing.

Business Owner Dashboard

A focused view of key tasks, reports, and business signals.

AI Assistant

Ask questions and get guided help inside the portal experience.

Early Access

Join the Early Access Program

The DT Business Client Portal is currently in active development. Join the Early Access Program to receive founding client pricing, preview the platform, and get support organizing your financial workflow before the full public launch.

Join Early Access
Disclaimer

Clear scope, clear expectations.

DT Business Services provides bookkeeping support, accounts payable support, accounts receivable organization, document management, reporting, and administrative workflow support. We do not provide CPA services, tax advice, legal advice, or payroll processing unless stated in a separate written agreement.