Bank & Credit Card Reconciliation for Small Business Tax Preparers
The Problem
Monthly close for Small Business Tax clients stalls on stubborn reconciling items — duplicate card charges, uncleared deposits, miscoded transfers — and the team burns Friday nights hunting them.
What We Build
AI matches bank and card feeds to UltraTax CS entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
Tools & Integrations
How It Works
Discovery Call
We map your current bank & credit card reconciliation process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate bank & credit card reconciliation?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.