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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.

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