Make missing records visible.
Use “What we need” to list missing statements, reports and questions. A private link lets someone upload without a login.
For bookkeepers & accountants
Less chasing records.
More room for the work.
Get the statements, detail and questions together. Work alongside your clients with clear permissions and records you can follow.
A working view of your money
More understanding.
Less piecing it together.
The tools that matter to bookkeepers & accountants, connected to the records behind them.
Start with your statements.
OctoberOperating-October.pdf128 transactions · bank totals checked
CheckedBusiness-card-October.pdf42 transactions · statement totals checked
Checked✓No bank login needed. Bring in your PDF bank and card statements.
Illustrative product view · Example data, not client records.
Work from the same detail.
Follow totals into transactions. Use reconciliation, reports, journal entries and the accountant pack.
Keep responsibilities clear.
Owners, bookkeepers and accountants have people-and-permissions controls. Premium support access is permission-based and logged.
Your next step
Start with the fit.
Build from there.
Explore the complete books in Standard, staff help in Premium, or a single focused Lite product. Pricing is coming soon.