What We Need From You Each Month
The monthly checklist of statements and receipts that keeps your books accurate and on time.
Accurate books start with complete documents. Upload these by the 5th of each month and we can close your month on schedule.
Every month
- Bank and credit card statements for every business account
- Receipts for business expenses over $75
- Invoices you issued outside the portal
- Supplier bills you have not paid yet
When something changes
- New loans or lines of credit
- Equipment or vehicle purchases
- New employees or contractors
Missing a document? Upload what you have. We would rather start with most of the picture than wait for all of it.