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Pre-Close Automation

Bank Statement Processing
Upload one or several bank statements per period. Bank format is detected automatically — no manual cleanup.
Smart Transaction Categorization
Every transaction categorized automatically and mapped to the correct Schedule C line — not just a label.
QuickBooks Online Sync
Processed transactions post directly to the client's QuickBooks ledger via Intuit's official API. No export, no import.
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DR-15 Sales TaxFlorida
1099-NEC Detection$600 threshold
Quarterly Estimated Tax+ SE tax
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Balance SheetAssets & equity
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Qualifying Income Calculator

Mortgage
Self-employed income from real bank statements — a check against the GSE 1084 calculation.
SBA
Cash flow add-backs and DSCR analysis for SBA advisors — not just a payment calculator.
M&A
Seller discretionary earnings, verified against the seller's actual bank deposits.

Compliance Hub

Compliance Checklist
Answer five quick questions and get the exact list of documents your business needs in Florida.
Document Reader & Renewal Alerts
Upload your insurance, license, or registration. We read the expiration date and remind you before it lapses.
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Understand What You Owe
Plain-language explanations of sales tax, income tax, and self-employment tax — and why each one applies to you.

BANKING INSIGHTS

Commingling Splitter1 Click Split
Subscription & Fee RadarTrack Fees
Receipt MatcherAudit Prep
Cash Pulse DashboardLive View
Books, Tax-ReadyNo Bookkeeper
Financial ReportsP&L + Balance Sheet
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Your accountant shouldn't charge you to tell you a license is expiring. See what the Compliance Hub actually does.
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Immigration Sponsors
I-864 income evidence, built from your already-filed tax return — skip the $500 accountant letter.
Forensic / Legal
Reconstruct real income from bank records for a divorce or legal case — every adjustment shown, defensible in court.

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Running Your Business
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Year-End Report CPA Needs | Outsourcing Processing

Year-End Report CPA Needs | Outsourcing Processing

by PAOLA VARGAS | Sep 4, 2026 | Accounting

CPA Collaboration & Handoff Year-end report: what your CPA needs from your transaction data Your CPA needs clean, organized transaction data for year-end reporting. Learn what documents to prepare and how to deliver them correctly. September 2026 9 min read By...
Reconciling Projections vs Tax Returns | SBA 7(a) Guide

Reconciling Projections vs Tax Returns | SBA 7(a) Guide

by PAOLA VARGAS | Sep 4, 2026 | SBA Brokers

SBA Form 1919 & Cash Flow Projections Reconciling a borrower projections against their tax returns for SBA review How to reconcile borrower cash flow projections against filed tax returns for SBA 7(a) and 504 lender review. Step-by-step mechanics and red flags....
Florida Sales Tax Lafayette County | What You Need

Florida Sales Tax Lafayette County | What You Need

by PAOLA VARGAS | Sep 4, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Lafayette County: what businesses need to know Learn Florida sales tax rules in Lafayette County: rates, DR-15 filing, exemptions, and how to get it right on the first submission. September 2026 6 min read By Paola Vargas Updated...
SBA Cash Flow Projections for Startups | Outsourcing Processing

SBA Cash Flow Projections for Startups | Outsourcing Processing

by PAOLA VARGAS | Sep 4, 2026 | SBA Brokers

SBA Form 1919 & Cash Flow Projections How brokers help startup borrowers build a credible SBA cash flow projection Learn how brokers help startup borrowers build credible SBA cash flow projections that clear underwriting scrutiny. Practical mechanics for Form 1919...
Calculate Qualifying Income from Bank Statements | OP

Calculate Qualifying Income from Bank Statements | OP

by PAOLA VARGAS | Sep 3, 2026 | Mortgage Brokers

Bank Statement Loans How lenders calculate qualifying income from 12 months of bank statements — when the deposits look inconsistent month to month Discover how lenders calculate qualifying income from inconsistent monthly bank statement deposits—real methods for...
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