Illustrative view. Example client, synthetic figures.
| Line | Date | Description | Amount | Source |
|---|---|---|---|---|
| 14 | 03 Mar | Transfer to brokerage | 4,500.00 | Bank statement, p. 3 |
| 15 | 05 Mar | Mortgage payment | 2,180.00 | Bank statement, p. 3 |
| 16 | 09 Mar | Payroll deposit | 6,240.00 | Bank statement, p. 4 |
| 17 | 12 Mar | Brokerage dividend | 312.40 | Brokerage statement, p. 2 |
From bank statements to review-ready spreadsheets
Repeat records work prepared in under a day, with every number linked to its source. The expert reviews and signs.