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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
PricingBy caseload

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For CPAs & Firms
See the Full Workflow
From raw bank statement to QuickBooks-ready ledger — see exactly what the platform automates before close.
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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.
New
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
1099s When You Hire Help$600 Threshold
DR-15 If You Sell Taxable GoodsFlorida
Registered Agent GuideCompliance
All GuidesBrowse All
PricingMonthly/Annual
TestimonialsReal owners

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For Business Owners
Stop Paying for a Reminder
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 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.

For Accountants

CPA WorkflowPractice tips
Tax UpdatesIRS & FL DOR
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Most Read
What a Registered Agent Actually Does
It's not a lawyer, and you don't need to pay $100/year for someone else to be it. Here's the real requirement.
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Why we built a tool that complements QuickBooks instead of competing with it.
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Outsourcing Processing
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Bank Statement Processing
Smart Categorization
QuickBooks Sync
DR-15 Sales Tax
See All for Accountants
Books, Tax-Ready
Financial Reports
1099s When You Hire Help
DR-15 If You Sell Taxable Goods
Compliance Checklist
Document Reader
Registered Agent Guide
All Guides
See All for Your Business
For Business Owners
For Accountants
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Business

For Your Business

Everything the platform does for Florida business owners — your books, your taxes, your compliance, and your cash, explained in plain English.

Your money, organized

Books, Tax-Ready

Statements become organized, categorized books — no bookkeeper required.

Financial Reports in Plain English

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

Cash Pulse Dashboard

Money in, money out, and what’s coming — at a glance.

Commingling Splitter

Personal and business expenses separated before they become a tax problem.

Subscription & Fee Radar

Every recurring charge and hidden bank fee, surfaced and totaled.

Receipt Matcher

Every transaction matched to its receipt — automatically.

Your taxes, without surprises

Quarterly Tax Estimates

What to set aside and when to pay it — from your real numbers.

1099s When You Hire Help

Know who crossed $600 before January — not during an audit.

DR-15 If You Sell Taxable Goods

Eligibility checked, county surtax applied, draft ready before the deadline.

Your compliance, on autopilot

Compliance Checklist

Licenses, renewals, filings — every obligation in one view, with alerts.

Document Reader

Upload any business document; we extract the dates and obligations that matter.

See what other owners say: testimonials →  ·  Are you the accountant? Tools for CPAs →

Know where your business stands.

Early access opens soon. Join the waitlist — no credit card, no setup.

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Recent Posts

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Outsourcing Processing

Pre-Close Automation for CPAs and business owners nationwide.

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+1 (305) 645-5345
[email protected]

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