Cash-Based Accounting: Income comes from bank deposits and payment receipts.

Manual CSV Exporting: Time-consuming and detail-oriented process.

Long Data Entry Hours: Extensive time spent on inputting data increases human error risk.

Finding Discrepancies: Small errors waste time and resources.

Duplicates and Errors: Manual methods lead to inaccuracies and duplicate entries.

Stressful Audits: Lack of automation heightens stress and oversight risks during audits.

Accrual-Based Accounting: Sync invoice, customer and payment data directly from online revenue sources like WildApricot.

Automated Real-Time Sync: Ensures data is always current without zero manual input.

Significantly Reduce Bookkeeping Time: Automation reduces bookkeeping tasks.

100% Data Integrity: Ensures accuracy and reliability in data management.

Focus on Strategy, Not Entry: Accountants make financial plans using AI instead of data entry.

Audit-Ready Always: Financial records always prepared for audits, minimizing stress and errors.

Connect: Securely link your Revenue system and QuickBooks Online accounts in just minutes.

Map: Connect Membership Dues to Revenue, Events to Income, and Donations to Contributions, ensuring accurate categorization.

Sync: Turn on auto-sync to have every invoice and payment automatically mirrored, keeping all data consistently updated.

Granular Mapping: Sync your revenue data by Account and Subaccount based on Invoice categories, products and classes. Extra charges and taxes can also be mapped to accounts and even classes.

Historical Import: Sync past data to clean up and correct previous months, bringing clarity to your books.

Error Handling: Receive smart notifications to prevent silent failures and ensure smooth operations.

Tax Handling: Automatically manage tax codes to stay compliant with financial regulations.