Everything before the close, automated. You handle the judgment — the platform handles the mechanical work that eats 3–5 hours per client every month.
The pre-close toolkit
Bank Statement Processing
Any bank, CSV or PDF — normalized into one clean dataset automatically.
Smart Categorization
Every transaction mapped to the exact Schedule C line, starting from your client’s own rules.
QuickBooks Sync
Approved transactions post directly to the client’s ledger via Intuit’s official API.
DR-15 Florida Sales Tax
Draft calculated with the correct county surtax for all 67 Florida counties.
1099-NEC Detection
Every contractor over $600 flagged before January 31 — corporations filtered out.
Quarterly Estimated Tax
SE tax calculated separately from income tax, from real income data.
Multi-Source Reconciliation
Transfers between accounts identified and excluded — no duplicate income.
Balance Sheet
Assets, liabilities, and equity updated each period without manual entry.
Integrations
QuickBooks Online, 40+ bank formats, and more on the way.
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