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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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Tax & Compliance

DR-15 Sales TaxFlorida
1099-NEC Detection$600 threshold
Quarterly Estimated Tax+ SE tax
Bank ReconciliationMulti-account
Balance SheetAssets & equity
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From raw bank statement to QuickBooks-ready ledger — see exactly what the platform automates before close.
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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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For Specific Situations

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.

For Business Owners

Running Your Business
Plain-language posts on Florida compliance, taxes, and the paperwork no one explains to you.
Florida Compliance FAQ
Direct answers — what a registered agent actually does, when DR-15 applies, what SunBiz wants every year.

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Tax UpdatesIRS & FL DOR
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Outsourcing Processing
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Bank Statement Income Calculation | High-LTV Guide

Bank Statement Income Calculation | High-LTV Guide

by PAOLA VARGAS | Aug 22, 2026 | Mortgage Brokers

Bank Statement Loans How lenders calculate qualifying income from 12 months of bank statements — for a high-LTV file Understand how lenders calculate qualifying income from 12 months of bank statements for high-LTV non-QM loans and optimize your file strength. August...
Collect W-9 Forms from Contractors | OutsourcingProcessing

Collect W-9 Forms from Contractors | OutsourcingProcessing

by PAOLA VARGAS | Aug 22, 2026 | Compliance

1099-NEC & Contractors How to collect W-9 forms from contractors before December 31 Learn how to collect W-9 forms from contractors before December 31 with step-by-step guidance for small business owners in Florida. August 2026 11 min read By Paola Vargas Updated...
Non-QM Income Calculation Errors | OutsourcingProcessing

Non-QM Income Calculation Errors | OutsourcingProcessing

by PAOLA VARGAS | Aug 22, 2026 | Mortgage Brokers

Faster Non-QM Income Calculation Why non-QM files get kicked back over income calculation errors — for a high-LTV file Why non-QM files get kicked back over income calculation errors on high-LTV loans. Learn the most common mistakes and how to avoid investor...
Organize Q4 Transactions Before Year-End | Outsourcing Processing

Organize Q4 Transactions Before Year-End | Outsourcing Processing

by PAOLA VARGAS | Aug 22, 2026 | Accounting

CPA Collaboration & Handoff How to organize your final Q4 transactions before year-end Learn how to organize your final Q4 transactions before year-end so your CPA has clean data. Simple steps for Florida small-business owners. August 2026 9 min read By Paola...
Bank Statement Processing Outsourcing | Small Business vs Enterprise

Bank Statement Processing Outsourcing | Small Business vs Enterprise

by PAOLA VARGAS | Aug 22, 2026 | Uncategorized

Bank Statement Processing Outsourcing Bank statement processing outsourcing for small businesses vs enterprise lenders Compare outsourcing bank statement processing for small businesses versus enterprise lending models. Find the right back-office strategy for your...
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