We help you achieve faster month-end close, less reconciliation cleanup, and clearer client communication with two focused offers: Settlement Pilot and Financial Memo.
Amazon and Shopify deposits rarely match sales reports cleanly. Fees, refunds, reserves, and timing differences create manual cleanup every close. Our 2-week Settlement Pilot gives your team a repeatable gross-to-net workflow with reconciliation evidence and a clear audit trail.
Reconcile to the penny
Match deposits to sales, fees, refunds, and adjustments
Repeatable close workflow
Standardized process your team can run monthly
Audit-ready evidence
Clear documentation for reviewer confidence and handoff
Fixed scope, fixed fee
$3,500, delivered in 2 weeks
Fix Amazon/Shopify gross-to-net reconciliation in 2 weeks
Reconcile deposits to sales, fees, refunds, and adjustments with a repeatable workflow and audit-ready evidence
Fixed fee: $3,500
Discuss Settlement PilotTurn statements into client-ready plain-English memos
Product demo available
View DemoWe build custom software tools that deliver faster month-end close, less reconciliation cleanup, and more consistent reviewer handoff. Typical engagements include:
Automated quality checks and second-pass reviews that catch errors before month-end close, reducing reviewer risk.
Tools that streamline closing processes, reduce manual steps, and deliver faster month-end close.
Custom systems that generate client-ready reports and summaries automatically, enabling clearer client communication.
Automated bank, credit card, and account reconciliations that reduce manual matching and deliver less reconciliation cleanup.
Custom portals and communication tools that streamline document requests and status updates, reducing client back-and-forth.
Purpose-built solutions for specific processes that deliver faster month-end close without enterprise platform costs.
Pain:
Your clients don't understand financials, and writing memos takes hours.
Outcome:
Standardized monthly memo in minutes, ready to send.
See Financial MemoPain:
Month-end close errors slip through, causing client confusion.
Outcome:
Automated second-pass review flags anomalies before closing.
Discuss Custom BuildPain:
PBC process is chaotic, clients send wrong documents.
Outcome:
Guided Q&A tells clients exactly which documents are needed.
Discuss Custom BuildBuilt by software + finance operator
Focused on accountant workflows, not generic AI
Private demos available now
Send a quick note and we'll respond with a few options and questions.