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
Syncs with MS Office & PDFs. 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.