Financial Service

Automated Catch-Up Bookkeeping

If your books are a mess or months behind, don’t stress. Our AI system parses years of PDF bank statements and credit card exports in hours, creating a clean draft for our accounting team to finalize.

What's Included in This Service:

  • Multi-year bank & credit card statement parsing
  • Bulk transaction categorization & deduction recovery
  • Historical balance sheet reconciliation
  • Audit-ready historical financial statements
  • Fast turnaround to clear backlogs
How CashFlowCalm Delivers Automated Catch-Up Bookkeeping
Layer 1: AI Speed

OCR receipt matching and transaction ingestion run 24/7 without manual lag.

Layer 2: Insights

Weekly plain-English cash snapshots and forward-looking projections.

Layer 3: Human Review

Senior CPAs & controllers audit every account and validate strategy.