One portal for every client.
Fewer chases. Cleaner month-end exports. A workspace that respects your operational reality.
Multi-client workspace
All your businesses in one place, with readiness at a glance.
Exception queue
Focus on low-confidence items instead of every receipt.
Month readiness
See who's ready to close and who's still capturing.
Clean exports
Spreadsheet + originals bundle per client, per month.
Fewer chases
Businesses send when ready; you get notified.
Audit trail
Every change tracked. Originals immutable.