FOR ACCOUNTING FIRMS
White-label reconciliation support
A controlled way to obtain a specialist exception work package while preserving your client relationship.
We request only the information needed to understand your next step. No passwords, bank credentials or financial files are collected through this website.
Common client exceptions
Open clearing balances, payment-provider-to-bank differences, multi-channel timing, fees, refunds, disputes, reserves and unresolved month-end items.
Your client relationship stays with you
Your firm remains the client-facing professional. We work only to the agreed scope and separate facts, assumptions, open items and next owners.
Start with a safe intake
The Workflow Kit identifies suitable work, non-sensitive information to collect and how to set a clear handoff before any record sharing.