BridgeStack tools eliminate the manual data wrangling that eats up your staff's time. Trial balances, journal entries, bank recs—all automated in Excel.
These challenges cost your firm hundreds of hours every year.
Logging into every client's QuickBooks, exporting CSVs, reformatting for your workpapers. Over and over.
Building entries in Excel, then manually typing them into the client's GL. Errors multiply.
100 clients × 12 months × 30 minutes per rec = 600 hours. Every. Single. Year.
Pulling vendor payments, applying thresholds, chasing W-9s, filing deadlines. Pure stress.
Emailing clients, tracking what's missing, extracting data from uploaded documents.
Client made changes after you pulled the TB? Time to start over.
Purpose-built tools that automate the busywork—so your staff can focus on real client work.
Connect to QuickBooks, Xero, Sage, NetSuite. Pull trial balances automatically. Smart account mapping that learns your patterns.
Create entries in Excel with automatic balancing. Validate against chart of accounts. Push directly to client's GL.
Connect to banks via Plaid. Pull GL transactions. Smart matching engine. Generate reconciliation workpapers.
Pull vendor payments from GL. Apply 1099 rules. TIN matching. Export to filing services.
Let's talk about how BridgeStack can save your firm 600+ hours per year.
Schedule a Demo