A precise onboarding path. You always know what happens next, what we need from you, and what you'll receive.
We map your firm: software stack, client volume, where the bottleneck is, and what "done" looks like for you.
We sign your NDA (or ours) before seeing a single file. You grant named-user access to one client file in your own software.
We run a complete cycle on that file: transaction coding, full reconciliation, and a month-end reporting package — at no cost.
You review the trial output. If it meets your bar, we agree the ongoing scope, cadence, and communication rhythm — and go live.
Work assigned at your end of day is completed during our working day and delivered before your next morning. Weekly status summary every Friday; live overlap hours for calls in US EST mornings and Gulf business hours.
Book a free 30-minute call and get a free trial on one client file. No card, no contract.