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. Data exports and read-only access for your team.
Tax-Ready Year-End Your tax preparer can access what they need, when they need it; no fire drill. After year-end, we automatically provide clean, reconciled statements packaged for tax filing.
Historical Import Available We can fetch and categorize your older transactions to update your books completely. You propose the price. Backfill months/years as available from your bank feeds.