For bookkeepers
Better prepared records. A clearer handoff.
Receive organized source files and agreed spreadsheet fields, ready for your own accounting workflow and professional judgment.
Separate client, period, and source.
A preparation workflow establishes client and period references, document types, and an approved destination. Ambiguous periods are flagged, not inferred from upload time.
Define the fields you actually need.
Invoice date, supplier reference, amount as printed, and source reference can form a scoped output. Credits and negative values need explicit rules and validation.
You keep the accounting decisions.
We do not classify expenses for tax purposes, determine deductibility, reconcile accounts, or approve transactions. Preparation supports your review; it does not replace it.
A little less on your plate
Ready to get it
off your list?
Start with a price. No sales call required.