Daily Posting & Reconciliation
We categorize and reconcile transactions every business day, so your numbers are always current.
- Books balanced continually—not just at month-end.
Easy Access & Exports
Log in anytime to view & print financial statements and details. Also, export or share securely in a click.
- CSV/PDF exports and read-only access for your team or advisor.
Tax-Ready Year-End
Your tax preparer can access what they need, when they need it—no fire drill.
- Clean, reconciled statements packaged for tax filing.
Historical Import Available
We pull and organize your past transactions, so you can start with a complete picture. You propose the price.
- Backfill months/years as available from your bank feeds.