Document Lookup
Financial Reports
Bulk Export
Customer Statement
New Recurring Schedule
CT
Active Schedules
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Bulk QBO Lookup
Remittance Reconciliation
Upload remittance PDFs — one or multiple checks per file. Extracts invoice lines, looks up open balances in QBO, and classifies each line. Read-only — no changes to QBO.
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Drop PDF files here or click to browse
Digital PDFs only — no scanned images
Unapplied Payments
Fetches all payments in the last 90 days and surfaces any with an unapplied amount greater than $0.
Duplicate Payment Detection
Fetches all payments in the last 90 days and flags any with the same customer, amount, and date.
Short-Pay Detection
Fetches payments in the last 90 days and cross-references linked invoices — surfaces any invoice still carrying a balance after payment.