How It Works
From document intake to audit-ready reports -- here's how we handle your organization's financial compliance, step by step.
Document Intake
Your organization submits financial documents -- scanned forms, digital PDFs, spreadsheets, or even handwritten records. We accept them however they come.
Classification & Processing
Each document is automatically classified by type -- invoices, receipts, tax forms, grant reports -- and key data is extracted with high accuracy.
GL Code Mapping
Documents are mapped to your chart of accounts with proper general ledger codes, fund designations, and account classifications -- customized to your organization.
Expert Review
Sara personally reviews every classification, every GL code assignment, and every flagged anomaly. Nothing leaves without human verification.
Delivery & Reporting
You receive organized, audit-ready financial documentation with complete processing trails. Clear reports show exactly what was done and why.
The Pipeline
See how your documents flow through our system -- from intake to audit-ready delivery.
Ready to See It in Action?
Every organization's workflow is different. Let's walk through how the pipeline would work for yours.