Turned a month's pile of POS, bank, and card statements into clean books in minutes.

The challenge

A multi-location, multi-company photo studio group lost days every month to bookkeeping prep: wrangling POS exports and a stack of bank and credit-card statements across several companies, approving transactions by hand with a bookkeeper, and still flying blind on how the business was actually doing month to month.

What shipped

• Statement upload with automatic parsing and duplicate protection
• Self-learning categorization engine that sharpens with every correction
• GST tracking plus a needs-review queue that surfaces only the uncertain items
• Four dashboard views with a universal day/week/month/quarter/year range and toggleable charts
• Insights tab with plain-English findings and an optional AI advisor on the owner's own key
• Accountant-ready exports, running entirely on the owner's machine — no cloud, no subscriptions