Visor - 2026 Pricing, Features, Reviews & Alternatives

Visor is a cloud-based accounting and tax platform designed for profitable U.S. small business owners generating $150K or more in annual revenue who have outgrown DIY accounting setups. The platform combines automated bookkeeping with a licensed CPA team, replacing disconnected tools, spreadsheets, and reactive accountants with a single continuous system. Accounts connect via Plaid with no software installation required on the client side. Reports and deliverables are shared directly with clients through a secure document vault.

Core functionality spans automated transaction categorization, account reconciliation, weekly professional bookkeeping, and month-end close reporting covering profit and loss, balance sheet, and cash flow statements. Real-time dashboards provide ongoing visibility into financial position. Quarterly CPA tax position reviews address estimated payment timing, deduction windows, entity structure, and retirement contribution strategy before decision windows close. Year-end services include business and personal tax preparation and filing, 1099-NEC tracking and filing for contractors, and tax status tracking with estimated payment alerts. An onboarding workflow auto-fills data from prior tax returns to accelerate setup. The platform integrates with external invoicing, payroll, and payment tools.

Visor serves a range of industries including independent medical and professional practices, consulting and freelance services, creative businesses, financial advisory and wealth management firms, real estate agents and investors, and SMBs operating multiple entities or business lines. A flat monthly subscription covers bookkeeping, reporting, CPA access, and tax filing, replacing separate tool costs, bookkeeper fees, and reactive year-end CPA engagements. Catch-up bookkeeping is available for clients behind on books or taxes, typically resolved within 30 to 60 days.