Here is exactly what happens between a transaction hitting your bank and a number you can rely on.
Bank, card, invoice, and payroll feeds sync automatically. Nothing waits for someone to upload a file.
Each transaction is categorized against your chart of accounts, matched to a receipt or invoice, and reconciled.
Anything ambiguous, unusual, or material is pulled into a review queue instead of being guessed at.
A licensed accountant clears the queue, corrects what needs correcting, and signs the day. Then it posts.
We look at your current books, entity structure, and what reporting you need.
Read-only feeds go live and we build a chart of accounts that fits your model.
Prior periods are reconciled and corrected so you start from a clean base.
Nightly automation, CPA review each morning, and a five day close every month.
Software is very good at volume and very bad at context. We draw the line deliberately.
We will tell you honestly what shape your books are in before you commit to anything.
Book a demoAutomated accounting, closed daily, signed by a licensed CPA before anything posts to your ledger.