Software for CPAs & Business Owners · Nationwide

The shoebox ends here.

Outsourcing Processing reads your bank statements and turns them into categorized, tax-ready books automatically — built for CPAs and business owners anywhere in the US, with extra superpowers if you're in Florida.

Join the Waitlist See how it works →
Live from your bank statement
5/14  AMEX EPAYMENT ACH TRXN #4471 → Office Supplies · Sch. C L.22
5/16  SQ *CAFE CUBANO 305 → Meals · 50% Deductible
Business License #FL-40217 → Expires in 12 days
15 min Average time to process a full bank statement
11 tools For accountants and business owners
$8,500 Estimated yearly savings on manual bookkeeping
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 →

The mechanical work eats 3–5 hours per client, every month.
We give them back.

For Accountants

From raw statement to QuickBooks-ready.

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

01

Upload Statement

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

02

Smart Categorization

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

03

CPA Reviews

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

04

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.

Real Balance Sheet

Fixed assets with depreciation, AR/AP, liabilities, equity — not an estimate, an actual statement.

Annual Summary

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

Client Portfolio

Every client in one account — your whole book, not one file at a time.

Gets Smarter With Every Client

When 3+ firms confirm the same vendor, the rule goes global — the engine improves without anyone coding it.

Your first client's first period is completely free — every tool unlocked, no credit card.

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.

Live from your documents
business_license_2026.pdf → Expires in 12 days
general_liability_policy.pdf → Renews Jan 3
sunbiz_annual_report.pdf → Filed on time
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.

  • Insurance policies
  • Business licenses
  • SunBiz registrations
  • Registered agent documents
  • City and county permits
See the Compliance Hub
01

Upload

Drop in your bank statement — or a photo of your license, policy, or any business document.

02

It Gets Read

Transactions categorized, documents decoded, dates and obligations extracted automatically.

03

You See It in Plain English

Money in, money out, what's due next. No accounting degree required.

04

Your CPA Gets It Ready-Made

Clean, organized, tax-ready books — so the hours you pay for are judgment, not data entry.

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.

Learn more →

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.

Learn more →

Receipt Matcher

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

Learn more →

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?”

Learn more →

Books, Tax-Ready

Statements become organized, categorized books — without hiring a bookkeeper.

Plain-English Reports

A P&L and balance sheet you can actually read — updated every period.

1099s When You Hire Help

Paid a contractor over $600? You'll know who needs a form before January.

DR-15 If You Sell Taxable Goods

Know if you owe Florida sales tax — and see the draft before the deadline.

Quarterly Tax Estimates

What to set aside and when to pay it — from your real numbers, not a guess.

Deadline Alerts

Licenses, renewals, filings — alerts before anything lapses, not after.

Mileage Log

Log business trips, get the IRS mileage deduction calculated automatically.

Your first period is completely free — every tool unlocked, no credit card.

Join the Waitlist Explore all business tools →
Trusted by CPAs and business owners

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, serving CPAs nationwide 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