Cash-Based Accounting: Income added to general ledger from bank deposits and payment receipts.

Manual CSV Exporting: Time-consuming process involving spreadsheets with little flexibility

Inflexible: No ability to put various categories of revenue into accounts and classes.

Errors: Manual methods lead to errors 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 source (eg WildApricot).

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

Significantly Reduce Bookkeeping Time: Business rules can map sources of revenue, extra charges and even taxes into accounts and classes.

100% Data Integrity: Ensures accuracy and reliability of financial records.

Focus on Strategy and Advisory Services: Make financial plans and decisions using Automation and AI .

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

Connect: Securely link your revenue system (eg WildApricot) and QuickBooks Online.

Map: Connect various sources of revenue like Membership Dues, Events, Donations, Extra Charges and even Taxe to specific products/account and classes, ensuring accurate categorization.

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

Granular Mapping: Sync your revenue data into QuickBooks Online Accounts and Classes based on your defined business rules. 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.