Prepare your HI CSC Preliminary Report
Transactions matched, schedules drafted, ready for treasurer review.
Time to result~5 min to draft, then your authorized filer reviews and submits.
Agents
Choose the finance outcome you need. Each agent page gives you a direct answer, the required inputs, the finished deliverable, and the decisions that stay with your team.
Prepare your IRS 990
Functional-category classification and schedules ready for preparer review.
Time to resultAssembled over the closing week, then reviewed and filed by your authorized preparer.
Prepare your Q3 Financial Record for publication
Private Financial Record ready for authorized review and publication.
Time to result~2 min to prepare a private preview after the records are ready. Publication happens only after authorized review.
Reconcile last month
Bank feed matched, categorized, and closed.
Time to result~3 min for a clean feed. Longer if there are ambiguous transactions.
Prepare next board packet
Board-ready PDF assembled with the numbers current.
Time to result~10 min to assemble. Sent the moment you approve.
Prepare your HOA annual report
HRS §514B annual filing, drafted for the board to approve.
Time to resultAssembled during closing week. Awaits board approval.
Prepare your LM-2
DOL union disclosure mapped to schedules, drafted for officer approval.
Time to resultAssembled during closing week. Awaits officer approval.
Amend a prior filing
Because errors happen. Corrected, reviewed, and ready to resubmit.
Time to resultDepends on the correction. Simple fix: ~10 min. Complex: same-day.
Prepare your nonprofit audit package
A source-linked PBC package organized before the auditors ask.
Time to resultInitial package assembled in one working session; open items remain tracked through fieldwork.
Prepare your grant report
Budget, restricted spending, and evidence assembled for the funder.
Time to result~10 min for a well-tagged grant, then program and finance review.
Create your budget-to-actual report
Current variances explained, sourced, and ready for a decision.
Time to result~5 min after the approved budget and current books are available.
Reconcile your donation deposits
Stripe, PayPal, and fundraising payouts matched gross-to-net.
Time to result~5 min per connected platform for a clean reporting period.
Find and match missing receipts
Evidence collected, matched, and reduced to one exception list.
Time to resultFirst pass in minutes; completion depends on responses to missing-evidence requests.
Build your 13-week cash-flow forecast
Weekly cash, committed payments, scenarios, and shortfalls in one view.
Time to result~10 min for the first draft; designed for a short weekly refresh.
Track your restricted funds
Award balances, releases, and eligible spending traced to source terms.
Time to resultInitial register depends on award volume; balances update with approved ledger activity.
Prepare your 1099 contractor package
Vendor totals, W-9 gaps, and exceptions ready for your tax preparer.
Time to resultFirst pass in minutes; completion depends on W-9 responses and preparer review.
Review your bills before payment
Invoices extracted, checked, coded, and routed for approval.
Time to result~1 min per clean bill, then human approval.
Explain what changed this month
Material movements traced to transactions and written in plain English.
Time to result~3 min after the month is reconciled.