Web & Mobile Apps

Our online tools and mobile applications give you a complete view of your finances, wherever you are.  With the ability to apply payment approval requirements or grant access to your account for other professionals/partners, these applications let you retain complete financial control while our team manages the details for you.

  • Multiple user types (view only, full access, admin)
  • Payment approval capabilities
  • Customizable income/expense categories
  • Recurring payee reminders and notifications
  • Complete historical records for any payee
  • Exportable PDF or Excel format for any reports

 

 

Banking

Connect all your online bank accounts to be aggregated into one place or manually import transaction information. You can receive daily, weekly or monthly reports and alerts, including: 

  • Bank reconciliations
  • Cash-flow management
  • Income/Expense categorization
  • And more...

 

 

 

 

 

 

 

 


Document Management

Get access to your important documents 24/7 through mobile or web interface.  We store and manage all your documents for you so that you don't need to think about it. You can:

  • Easily search for documents
  • Upload invoices and statements
  • Access historical reports
  • Maintain ongoing organization
  • Easily convert paper to digital format

 

 

Communication

Customer communication is extremely important to us and we work to accommodate your communication preferences. Whether it is through the messaging features on our secured platform or via traditional routes, we are happy to accommodate you as best we can.  Options include:

  • Secured communication through your web portal
  • Direct access over the phone toll-free
  • Direct email access to your bookkeeper