Core Financial Capability
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 controllers & accredited accountants audit every account and validate strategy.
Transparent Investment Floor
Turnaround SLA: 3 to 7 business days for up to 2 years of backlog$750 / quarter/ One-Time Project Milestone
Priced transparently based on months of backlog and transaction volume. Multi-year cleanups receive customized volume discounts.
Bundling Advantage: Free diagnostic ledger audit included with every Bookkeeping or CFO retainer onboarding.