Pre-Close Automation · Florida

The work before the close, done.

Upload the bank statement. Every transaction categorized, mapped to Schedule C, and posted to QuickBooks — before the CPA touches it.

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15 min Average time to process one client period

11 services Automated before the CPA closes

$8,500 Estimated annual savings per client

Two audiences. One platform.

For Accountants

Your pre-close work, automated.

Upload the CSV. Every transaction categorized, mapped to the correct IRS line, and synced to QuickBooks via the official Intuit API — no export, no import, no rework.

See the full accountant workflow →

For Your Business

Your compliance, without the $500 consultation.

Upload your insurance, license, or registration. We read the document, extract what matters, and alert you before anything expires — in plain language, not legalese.

See what the Compliance Hub does →

For Accountants

From raw statement to QuickBooks-ready.

The platform automates everything before the close. The CPA handles everything the close requires.

Upload Statement

Drag and drop one or multiple CSVs — any bank format. The system detects the bank and normalizes the data automatically.

Smart Categorization

Every transaction categorized and mapped to the exact Schedule C line. Meals: 50% deductible (IRC §274) applied automatically.

CPA Reviews

Only low-confidence transactions go to the review queue. High-confidence transactions pass through without interruption.

Sync to QuickBooks

Approved transactions post directly to the client's QuickBooks ledger via Intuit's official API. No export file. No re-entry.

It knows Florida businesses better than anyone.

Ghost companies get flagged before you pay them. Contractors surface as 1099 candidates automatically. Federal liens trigger alerts — before they become your client's problem.

Ghost Company Detection 1099 Candidate Surfacing Vendor Lien Alerts

DR-15 Florida Sales Tax

Draft calculated with the correct county surtax — automatically.

1099-NEC Detection

Flags every contractor over $600 before January 31.

Quarterly Estimated Tax

SE tax calculated separately from income tax — no more IRS penalties.

Multi-Source Reconciliation

Transfers between accounts identified and excluded — no duplicate income.

Balance Sheet

Assets, liabilities, and equity updated each period — no manual entry.

Annual Summary

Full year packaged for the CPA — Schedule C lines already mapped.

Join the Waitlist See pricing for accounting firms →

For Your Business

Banking insights that actually explain things.

Upload your documents. The platform reads them, extracts what matters, and tells you what to do next — in plain English.

Commingling Splitter

Personal and business expenses mixed in one account are a tax-time disaster. We identify and flag every transaction that needs to be split — before your CPA has to.

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Subscription & Fee Radar

Forgotten subscriptions and bank fees compound silently. We surface every recurring charge so you can decide what to keep — not discover it on your year-end statement.

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Receipt Matcher

Every transaction matched to its receipt or invoice — automatically. No more digging through email at tax time to prove a deduction.

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Cash Pulse Dashboard

Real-time view of money in and money out. No accounting background required — just a clear answer to “how is my business doing this month?”

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Compliance Hub

Stop paying $300 to hear “your license expires next month.”

Upload your documents once. We read expiration dates, renewal requirements, and filing obligations — and alert you before anything lapses.

See the Compliance Hub

Insurance policies
Business licenses
SunBiz registrations
Registered agent documents
City and county permits

Trusted by CPAs and business owners in Florida

I used to lose two evenings per client on categorization. Now I upload the statement, review the exceptions queue, and move straight to the close. The pre-close work just happens.

Mariana G. CPA · Coral Gables

It found $214 a month in subscriptions I had forgotten about — and told me my county license was up for renewal before my registered agent did.

Luis R. Owner, HVAC services · Orlando

Official QuickBooks API Integration Florida Registered LLC Built in Florida, for Florida businesses SOC 2 Type II (in progress)

For Accountants

Be first in line.

Early access opens soon. Join the waitlist and process your first client free at launch — no credit card, no setup.

Join the CPA Waitlist

For Your Business

Know where your business stands.

Connect your documents. Get your compliance checklist. See what's expiring before it becomes a problem.

Join the Business Waitlist