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Accounting & Finance

Purpose-built tools for CPA firms, accountants, and finance teams. Automate busy season workflows: trial balance imports, journal entries, bank reconciliations, and compliance prep.

8
Products
45K+
CPA Firms in US
600 hrs
Saved per firm/year
$100-300
Per user/mo
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80%

Reduction in data entry time

95%

Fewer manual errors

3-5 days

Faster month-end close

2-4 mo

ROI payback period

8 Products

The Complete Accounting Toolkit

Every tool your firm needs to automate busy season—all in Excel.

📊

Trial Balance Bridge

GL Imports & Account Mapping

Connect to client GL systems (QuickBooks, Xero, Sage, NetSuite) via API. Pull trial balances automatically. Smart account mapping that learns your patterns. Export to any tax software format.

  • QuickBooks Online
  • Xero integration
  • Sage Intacct
  • NetSuite
  • Smart account mapping
  • Tax software export
  • Multi-period comparison
  • Mapping library
$200-400/user/mo Accountants, Auditors, Tax Preparers
📝

Journal Entry Builder

Create & Push to GL

Create journal entries in Excel with automatic debit/credit balancing. Validate against client's chart of accounts. Push entries directly to QuickBooks, Xero, or Sage. Recurring entry library with roll-forward.

  • Auto debit/credit balance
  • Account validation
  • Push to GL systems
  • Recurring entry library
  • Adjusting entries
  • Reclassifications
  • Full audit trail
  • Approval workflow
$100-200/user/mo Accountants, Bookkeepers, Controllers
🏦

Bank Rec Automator

Automated Reconciliation

Connect to banks via Plaid or import statements. Pull GL transactions from connected systems. Smart matching engine using ML that learns patterns. Generate reconciliation workpapers with proper tie-outs.

  • Plaid bank connection
  • Statement import
  • ML matching engine
  • Pattern learning
  • Workpaper generation
  • Timing differences
  • Outstanding checks
  • Multi-account support
$100-200/user/mo Bookkeepers, Accountants
📋

1099/W-2 Prep Bridge

Year-End Compliance

Pull vendor payment history from GL systems. Apply 1099 threshold rules automatically. TIN matching integration. Cross-reference with prior year forms. Export to filing services.

  • Vendor payment pull
  • Threshold rules
  • TIN matching
  • Prior year compare
  • Filing export
  • W-9 repository
  • State requirements
  • Batch processing
$500-1000/season Tax Preparers, Payroll Specialists
📁

Client Data Collector

Document OCR & Extraction

Integrate with document portals (ShareFile, Box, Liscio). Auto-extract data from uploaded documents using OCR/AI. Map extracted data to workpaper templates. Track PBC list status.

  • Portal integration
  • OCR extraction
  • AI data mapping
  • Workpaper templates
  • PBC tracking
  • Missing doc alerts
  • Client reminders
  • Status dashboard
$200-400/user/mo Audit & Tax Staff
📄

Workpaper Sync

Live-Linked Workpapers

Create live links between Excel workpapers and source systems. Track which cells came from which source. Highlight when source data changes. Full audit trail of data pulls.

  • Live data links
  • Source tracking
  • Change highlighting
  • Refresh on demand
  • Audit trail
  • CCH integration
  • CaseWare support
  • Version control
$150-300/user/mo Auditors, Reviewers
🏢

Consolidation Bridge

Multi-Entity Consolidation

Connect to multiple GL systems (one per entity). Maintain entity hierarchy and ownership percentages. Auto-generate elimination entries. Handle currency translation with rate management.

  • Multi-GL connection
  • Entity hierarchy
  • Ownership tracking
  • Auto eliminations
  • Intercompany matching
  • Currency translation
  • Rate management
  • Consolidated TB
$300-500/user/mo Controllers, CFOs
🏠

Lease Accounting Assistant

ASC 842 Compliance

Create lease liability and ROU asset calculations per ASC 842. Generate monthly amortization schedules. Handle modifications and remeasurements. Produce required journal entries.

  • ASC 842 calculations
  • Lease liability
  • ROU asset tracking
  • Amortization schedules
  • Modifications
  • Remeasurements
  • Journal entries
  • Disclosure support
$100-200/user/mo Accountants, Controllers

The ROI is Undeniable

A typical 50-person CPA firm spends hundreds of hours on manual data tasks during busy season. BridgeStack pays for itself in weeks, not months.

Our customers report 80% reduction in data entry time, 95% fewer errors, and 3-5 days faster month-end closes.

Sample ROI Calculation

Monthly bank recs (100 clients × 30 min)50 hrs
Trial balance pulls (200 engagements × 20 min)67 hrs
Journal entry creation (500 entries × 10 min)83 hrs
Total hours saved per month200 hrs
At $75/hr billing rate$15,000/mo
BridgeStack cost (10 users × $200)-$2,000/mo
Net monthly benefit$13,000

Ready to Transform Your Firm?

Contact us to discuss how BridgeStack can automate your busy season workflows.

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