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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
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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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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 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.

For Accountants

CPA WorkflowPractice tips
Tax UpdatesIRS & FL DOR
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What a Registered Agent Actually Does
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Outsourcing Processing
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Year-End CPA Checklist: 10 Conversations | Outsourcing

Year-End CPA Checklist: 10 Conversations | Outsourcing

by PAOLA VARGAS | Aug 7, 2026 | CPA Workflow

CPA Advisory & Growth Year-end advisory checklist: 10 conversations every CPA must have Year-end CPA advisory checklist: 10 critical client conversations for tax planning, compliance, and growth. For accountants serving Florida small business. August 2026 9 min...
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by PAOLA VARGAS | Aug 6, 2026 | CPA Workflow

Proactive CPA Advice: Use Financial Data | Outsourcing Processing

Proactive CPA Advice: Use Financial Data | Outsourcing Processing

by PAOLA VARGAS | Aug 5, 2026 | CPA Workflow

CPA Advisory & Growth How to use client financial data to offer proactive CPA advice Learn how to deliver proactive CPA advice by analyzing client financial data. Real-time insights, tax planning, and growth opportunities for Florida CPAs. August 2026 9 min read...
CPA Client Value Ladder: Advisory Strategy | Outsourcing

CPA Client Value Ladder: Advisory Strategy | Outsourcing

by PAOLA VARGAS | Aug 2, 2026 | CPA Workflow

CPA Advisory & Growth The CPA client value ladder: from tax filing to full business advisory Move beyond tax filing to strategic business advisory. Learn the CPA client value ladder and how to grow your advisory services in Florida. August 2026 10 min read By...
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CPA Client Capacity: Platform Guide | OutsourcingProcessing

by PAOLA VARGAS | Aug 1, 2026 | CPA Workflow

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Onboard New Bookkeeping Client in 1 Hour | OutsourcingProcessing

by PAOLA VARGAS | Jul 25, 2026 | CPA Workflow

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