Features Include:
A powerful tool to transcribe paper bank statements to electronic spreadsheets.
-Transforms paper bank statement into electronic, categorized & reconciled monthly register in seconds
-Import to QBO, ACS or any accounting software accepting imports
-Select desired area with the transactions to be recognized
-Our intelligent tool will recognize and populate register
-Automatic reconciliation (after entering balances)
-Generate import ready csv files or spreadsheet for ABO and ACS
-Powerful tool to transcribe paper bank statements to an electronic spreadsheet.et.
Corporate Database was created by a team of real accountants who recognized a need for a streamlined, cost-effective, & time-efficient client database system. One that’s easy to learn and implement and able to tackle the daily challenges of a service-oriented office with ease.
“There are many CRM systems which are overbuilt with many useful features but come at a high cost. We could never find one that suited our accounting and wealth management firms or that is easy to implement and train the new staff. That is when we decided to just make one ourselves.”
Talk to a member of our team & learn how you can make client database system work for you. You can even request a demo!
CDB Corporate Database
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