One-click financial statements
Map & validate trial balance data, create and auto-reference lead sheets, save and edit manual documents, and generate full-fledged financial statements in minutes with one simple click.
Accounting software integrations
A live connection to QuickBooks, Sage, and Xero™ delivers instantaneous creation of lead sheets and financial statements that continue to update in real time.
MS Office and PDF Editor integration
Access and edit MS Office and PDF documents in one central place, no up/downloading required.
Intelligent trial balance upload
Upload trial balances, update lead sheets and financial statements instantly from Xero™ and QuickBooks.
Embedded document repository
All your firm and client documents are stored safely in the cloud. Find documents directly on an engagement and adjust as needed.
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