Messy books, meet your mop.

Clean Transactions is where accountants and clients clean up uncategorized transactions together — with dropdowns that actually match the client's chart of accounts, and a chat thread on every stubborn row.

Start sweeping

Dump the mess

Upload a CSV or hand your client a secure link. We sort the pile into a tidy grid.

Categorize fast

Account, segment, project and contact dropdowns built from each client's own lists.

Ask the client

Start a thread on any transaction. No more email chains named 'RE: RE: what is this?'