Upload the statements you have. The bookkeeping is done automatically and you get finished reports back — then connect the bank and the books stay current on their own.
Cleanup from whatever you can find. Then a bank connection, so it never happens again.
PDF, Excel, CSV, or a file straight from the bank. You do not have to tidy it up first.
Nobody types a statement into software again.
Connect the bank once the backlog is cleared and the books keep themselves up to date.
Send whatever there is — PDF, Excel, CSV, whatever the bank exports. Every transaction is categorised on the way in. What comes back are the financial reports your tax filing runs on — a profit and loss and a balance sheet, not a queue of rows to work through.
Anything we cannot place comes back as a one-click question — plain English, two to four options — rather than a guess buried in the books.
Plays on loop · no sound
Cash, where it went, who paid you, what is still outstanding — on one screen.
A short form — what it does, what accounts it uses, how it gets paid. Enough for us to know what we are looking at.
Several at a time, any order, however many years. OFX or QFX if the bank offers them — otherwise the PDF or CSV it already gives you.
The bookkeeping is done for you. Profit and loss, balance sheet, and the detail behind them — ready to work from.
Phase one · cleanup
However far back it goes. Built from documents that already exist, so you can start today without waiting on a bank login.
Phase two · live
Once the books are current, the connection takes over. Transactions arrive on their own and the books stay up to date without anybody touching them.
Cleanup engagements stop being the job nobody wants. You can say yes in February and still deliver.
The hours that went into typing statements go into work clients actually pay you for.
A client who stays connected is already current when you come back to them. Nothing to rebuild.
Nobody chases a W-9 in January. The list builds itself as the books are built, and each contractor gets a link, fills in one page, and signs.
Every payee is tracked against the current reporting threshold, whatever it is that year.
Card and platform payments are somebody else's to report. We exclude them.
The classification on the W-9 that decides whether a 1099 is owed at all.
Encrypted the moment they arrive. Only the last four are ever shown again.
Priced per set of books, so you pay for the businesses you actually put through — and stop paying when one leaves.
$699
per business, per year of books
$29.99
per business, per month
Custom
volume across your client base
So we automated the part nobody wants to do.
Start with one set of books and see what comes back. No card, nothing to install, and nothing leaves your hands until you upload it.
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