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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.
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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
Bank ReconciliationMulti-account
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.
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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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Plain-language explanations of sales tax, income tax, and self-employment tax — and why each one applies to you.

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Commingling Splitter1 Click Split
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Cash Pulse DashboardLive View
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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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Outsourcing Processing
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DSCR Stress-Testing Before Submitting SBA Loan Packages

DSCR Stress-Testing Before Submitting SBA Loan Packages

by PAOLA VARGAS | Aug 23, 2026 | SBA Brokers

DSCR & Cash Flow Analysis DSCR stress-testing before submitting an SBA loan package to a lender Stress-test DSCR assumptions before your SBA file hits the underwriter. Learn the exact methods brokers use to catch deal vulnerabilities early. August 2026 10 min read...
When Not to Outsource Bookkeeping | OutsourcingProcessing

When Not to Outsource Bookkeeping | OutsourcingProcessing

by PAOLA VARGAS | Aug 23, 2026 | Uncategorized

Business Process Outsourcing When Not to Outsource Bookkeeping: Where CPA Firms Should Draw the Line Smart businesses know when to outsource bookkeeping and when to keep it close. Learn the strategic decision points for your back office. August 2026 8 min read By...
Multiple SBA Loans & Combined DSCR | Outsourcing Processing

Multiple SBA Loans & Combined DSCR | Outsourcing Processing

by PAOLA VARGAS | Aug 23, 2026 | SBA Brokers

DSCR & Cash Flow Analysis How multiple existing SBA loans affect a borrower combined DSCR Learn how multiple existing SBA loans stack on combined DSCR calculations. A practical guide for loan brokers structuring files for 1099 and self-employed August 2026 9 min...
How Long Bank Statement Processing Takes | Outsourcing Guide

How Long Bank Statement Processing Takes | Outsourcing Guide

by PAOLA VARGAS | Aug 23, 2026 | Uncategorized

Bank Statement Processing Outsourcing How long outsourced bank statement processing actually takes, start to finish Learn realistic timelines for outsourced bank statement processing. From upload to reconciliation, discover what actually happens start to finish....
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...
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