LEAN ACCOUNTING

MAINTAIN SIMPLE BOOKS AND RECORDS

For small projects, employ simple and low-cost AI solutions in Google Sheets to auto categorize, auto valuate, and auto-identify challenging assets and transactions. Experiment with different analysis criteria and auto update in bulk in preparation for manual analysis. 

FINANCIAL STATEMENTS

Generate financial statements from integrated bank solutions and asset records

AI-CATEGORIZE

Auto-sort transactions and assets into tax, asset, legal, time tracking, and expense categories

AI-VALUATE

Auto-valuate small assets and get initial de-minimus analyses.