For CPA firms
Your clients arrive with a reconciled, source linked package rather than a shoebox. Statements balance, transactions carry categories your client already approved, entities are mapped with ownership and inter-entity activity, and every figure points back to the document it came from. You get guest access scoped to the entities and years the client chooses.
Statements are reconciled to the penny and transactions are categorized and reviewed before the file reaches you.
Click any figure to open the exact document page it came from, with the extracted fields beside it.
Cover sheet, expense summary, transaction CSVs, and organized source documents in one download.