How we work with your team?

Whether you’re a lean finance team or scaling fast, we handle the repetitive tasks and build the right automations - so your staff can focus on analysis, not admin. Keep the control in-house—add capacity where it counts.

Pain Point

Why it hurts?

What we set up?

Frequent bank statements download

Someone still logs into every portal, saves PDFs, and upload  them to the system by hand

Auto-fetch to the cloud—transactions pull into the system every day, ready for categorization

Manual transaction coding

Card charges and bank feeds pile up; miscoding skews the  P&L

Smart categorization rules  that learn from past entries and flag only the oddballs for review

Re-entering the same bills each month

Duplicate data entry, missed due dates, late fees

Recurring-transaction templates  that post automatically on schedule

Chasing approvals by email

Approvals stall, invoices age, vendors chase

Role-based approval matrix  built inside your system—click to approve, with full audit trail

Extra data stuck in spreadsheets

Project codes, departments, or locations live outside the accounting  system

Custom modules & fields  created so all that info sits in the system where it belongs

Reconciling bank and card accounts

Late nights matching stragglers line-by-line manually

Identify matched bank entries and monthly  reconciliation completed like a breeze

Hunting for receipts

Audit time turns into panic time, when you scrumble for receipts

OCR capture that reads  every PDF/email receipt and pins it to the right bill or expense

Creating a bill to mirror every invoice

Double entry, double chance for error and wasted man hours

Invoice-to-bill workflow—raise  an invoice, the matching vendor bill instantly

Clunky templates for bills/invoices

New staff stumble with no uniform template, leading to errors

Clean, form-based screens  with only the fields your team needs

Custom reports built for you

Export, pivot, repeat. Data is stale by the time it’s  shared

In-app custom reports  that refresh on demand and can be scheduled to email the team

No single view of performance

Management asks for KPIs; accounting team scrambles to  compile

Live KPI dashboards - cash,  margin, AR aging, budget vs. actual—updated daily

No Internal Audits

The in-house team is too close to spot control gaps; small errors turn into audit surprises

External compliance health-check - our  CPA auditors review the books each quarter, and deliver a concise report

Certified Professionals You Can Trust

Our team is certified and stays updated with the latest accounting trends and technologies