Setting You Up for Financial Success

Setting You Up for Financial Success!

Bank, Credit card, and expenses automatically download into your accounting software where they are categorized into proper expense accounts via a secure cloud environment. Bank Reconciliations, credit cards and other transactions are stored for you in a secure cloud environment. We never access your bank accounts directly, so your money remains secure and accessible by you only.

No transfers, bill pay or financial transactions will ever happen from our software.
Communication is a breeze! We use email, texting and the accounting software itself to share messages and discuss transaction or reporting needs. We will work together to find solutions that integrate directly into the Accounting software to manage your sales, inventory, and reporting.

The entire integration process happens online so there is nothing to store, download or save, making the paperwork hassle a thing of the past.

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