Turn Messy Financial Documents Into Clean Reports

Upload your documents, we organize and prepare your financial reports.

Everything You Need

Collect all client files in one place.

Files land in the right categories fast.

Review editable financial rows before saving.

Generate clean PDF and CSV packs.

A simple path from raw files to final delivery.

Add statements, payroll files, IDs, and receipts.

Review categorized files and editable ledger data.

Export a clean client-ready pack in minutes.

Choose the plan that fits your workflow.

Basic

$29/mo

Client vault

Checklist tracking

PDF reports

Pro

$99/mo

Smart extraction

Workflow pipeline

PDF + CSV exports

Team-ready dashboards

Enterprise

Custom

Custom onboarding

Operational support

Priority assistance

Flexible rollout