Reconsis helps bookkeeping firms, CAS practices, and fractional CFOs turn Income Statements and Balance Sheets into plain-English client summaries, reviewer notes, and advisory talking points — without managers starting from a blank page every month.
Your team can close the month, export the Income Statement and Balance Sheet, and still be left with the manual work of explaining what changed, what matters, and what the client should pay attention to.
Send sanitized monthly reports. We'll turn them into client-ready financial memos and reviewer notes, then use your feedback to shape the workflow before anything is fully automated.
$500 pilot
Get a sample memo from sanitized reportsUpload or email a sanitized Income Statement and Balance Sheet from a real monthly close.
We generate a client-facing summary, reviewer notes, and suggested talking points.
You mark what is useful, wrong, missing, or not worth automating.
If it saves time, we discuss recurring monthly memo generation. If not, we stop there.
Send one sanitized report package and we'll return a sample memo you can judge against your real workflow.
Get a sample memo from sanitized reportsSend a note with your firm type and a brief description of your current monthly reporting workflow. We'll follow up with next steps.