● Financial Reporting

Financial statements,
without the complexity

Import your trial balance, map accounts to the Standard Chart of Accounts, and generate compliant financial statements — all in one streamlined workflow.

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111K+
SCOA mappings supported
3 steps
From raw TB to statements
IS & BS
Income statement & Balance sheet
Features

Everything you need for compliance reporting

Built for accounting professionals who need accurate, auditable financial statements without spreadsheet risk.

⬆
Trial Balance Import
Upload CSV or Excel trial balances directly. Automatic column detection handles most standard TB formats out of the box.
⇄
SCOA Mapping
Map GL accounts to the Standard Chart of Accounts with automatic matching and manual override for full control.
⊟
Financial Statements
Generate an Income Statement and Balance Sheet instantly from mapped data. Balanced TB verification built in.
🗂
Mapping Maintenance
Upload and manage your firm-wide SCOA mapping file separately from day-to-day TB imports. Update it only when needed.
🔒
Role-based Access
Separate admin and accountant roles. Admins manage users; accountants work with financial data. Secure JWT authentication.
⚡
Fast & Reliable
Async Python backend with PostgreSQL. Handles large trial balances and mapping files without timeouts or memory issues.
How it works

Three steps to compliant statements

01
Import Trial Balance
Upload your TB as CSV or Excel. The system detects column formats automatically and validates debits equal credits.
02
Run Account Matching
Automatically match GL account codes to your SCOA mapping file. Review unmatched accounts before proceeding.
03
Assign Categories
Manually assign FS categories to accounts where automatic matching couldn't find a link. Full audit trail maintained.
04
Generate Statements
Income Statement and Balance Sheet are generated instantly from your mapped and categorised account data.

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